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Research Alert: CFRA Keeps Strong Buy Rating On Shares Of Equifax Inc.
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Research Alert: CFRA Keeps Strong Buy Rating On Shares Of Equifax Inc.
Oct 21, 2025 1:40 PM

04:10 PM EDT, 10/21/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We hold our target at $290, 32.0x our 2026 EPS view vs. EFX's three-year historical forward P/E average of 32.2x. We keep our 2025 EPS estimate at $7.67 and trim 2026's to $9.05 from $9.34 on respective revenue projections of $6.04B (+6%) and $6.66B (+10%). EFX reported a record 16% Vitality Index in Q3 while launching over 150 new products in 2025, showcasing accelerating innovation momentum from its cloud transformation and AI capabilities. This should drive meaningful growth in 2026 as these initiatives gain traction. The government vertical presents significant expansion opportunities with the One Big Beautiful Bill creating new verification requirements and a $5B TAM. We think EFX's VantageScore strategy offers a potential $100M-$200M profit opportunity as EFX fights back against FICO's aggressive pricing by offering VantageScore 4.0 at $4.50 vs. FICO's $10, creating industry disruption that Washington Analysis (CFRA's political strategy group) views as EFX's strategic countermove in this ongoing feud.

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