Análisis Argos
EFX
EFXCara
Equifax Inc. · Industrials
US$ 187.02
precio al 2026-07-28
Valor justo Argos*
US$ 104–115
vs. su valor justo
63% por encima
Score Argos
56/100
LA RESPUESTA
El mercado le pide crezca 21.6% al año — más de lo que ha demostrado (6.1%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 9% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO4/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO4/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos56de 100Cara
Ingresos7%
US$ 6.1 B
Margen operativo2%
18%
Flujo de caja libre40%
US$ 1.1 B
Deuda neta
US$ 4.9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 22.0B
P/E33.3x
EV/EBITDA14.8x
FCF yield5.2%
ROIC8.5%
Margen operativo18%
Crecim. ingresos+6.9%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 17 jul
Equifax Gears Up to Post Q2 Earnings: What Should Investors Know?
EFX heads into Q2 earnings release, with revenues seen rising 10.3% y/y, led by double-digit USIS growth, even as EPS is projected to fall 10.5%.
zacks.com · 16 jul
Insights Into Equifax (EFX) Q2: Wall Street Projections for Key Metrics
Get a deeper insight into the potential performance of Equifax (EFX) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
zacks.com · 14 jul
Equifax (EFX) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Equifax (EFX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
marketbeat.com · 12 jul
Equifax Expands in Mexico With $750 Million Círculo de Crédito Deal
Equifax NYSE: EFX said it has signed a definitive agreement to acquire Círculo de Crédito, which Chief Executive Officer Mark Begor described as the fastest-growing credit bureau in Mexico, for an enterprise value of $750 million.
prnewswire.com · 8 jul
Equifax Market Pulse Index Report Highlights Growing Pressure on the U.S. Middle Class
Analysis of First Quarter 2026 Data Uncovers Accelerated Migration of Consumers Toward the Extremes of Economic stability and Pressure ATLANTA, July 8, 2026 /PRNewswire/ -- Equifax® (NYSE: EFX) today released its first quarter 2026 Market Pulse Index, a measure of U.S. consumer financial health derived from anonymized credit, debt, income, and asset data along with VantageScore insights. The Market Pulse Index dipped from 61.6 to 60.9, marking its second straight quarter of decline, with drops observed across all generations.
prnewswire.com · 7 jul
Equifax Announces Earnings Release Date and Conference Call for Second Quarter 2026 Results
ATLANTA, July 7, 2026 /PRNewswire/ -- Equifax® (NYSE: EFX) will announce its financial results for the second quarter ended June 30, 2026, in a release to be issued on Tuesday, July 21, at 6:30 a.m. Eastern Time (ET).
seekingalpha.com · 7 jul
Equifax Inc. (EFX) M&A Call Transcript
Equifax Inc. (EFX) M&A Call Transcript
prnewswire.com · 7 jul
Equifax Announces Definitive Agreement to Acquire Círculo de Crédito in Mexico
Strategic Acquisition of Fastest-Growing Credit Bureau in Mexico Expands Equifax International Presence; Aligned with Equifax Strategy to Invest in Bolt-On Acquisitions: Offers Círculo de Crédito Customers Access to Cloud-Native Capabilities and Patented EFX.AI Technology to Accelerate Customer Growth and Financial Inclusion Investor Call and Webcast to be Held on July 7 at 8:30 a.m. Eastern Time ATLANTA, July 7, 2026 /PRNewswire/ -- Equifax® (NYSE: EFX) has signed a definitive agreement to acquire Círculo de Crédito, a leading credit information services company and the fastest-growing credit bureau in Mexico, for an enterprise value of $750 million1.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.