EFX
Equifax Inc.Industrials · $17.0B market cap
Verdict
Share price
$140.00
close of Oct 3, 2026
Fair value
$263.95
Sticker Price
Payback Price
$105.58
buy price
EFX is Undervalued: at $140.00 it trades 47% below its fair value of $263.95. Its buy price (Payback Price) is $105.58, 25% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.
How we valued it
Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.
Business quality
0 of 5 clear the 10% bar. What are the Big Five?
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9 of the investors we track hold EFX. In Q2 2026, 2 opened a position, 2 trimmed and 1 sold out. Who we track
Bill Nygren
Oakmark Funds · as of Q2 2026
$1.2B
7,447,263 shares
John Armitage
Egerton Capital · as of Q2 2026
$235.1M
1,481,188 shares
Jensen Investment Management
Jensen Investment Management · as of Q2 2026
$58.8M
370,551 shares
Wallace Weitz
Weitz Investment Management · as of Q2 2026
$30.5M
191,980 shares
AKO Capital
AKO Capital · as of Q2 2026
$21.3M
134,439 shares
Show all 9 holdersShow fewer
Vulcan Value Partners
Vulcan Value Partners · as of Q2 2026
$14.4M
90,748 shares
Thomas Gayner
Markel Group · as of Q2 2026
$11.6M
72,850 shares
Hillman Capital Management
Hillman Capital Management · as of Q2 2026
$2.0M
12,541 shares
Lindsell Train
Lindsell Train · as of Q2 2026
$1.9M
11,800 shares
Moves in Q2 2026
New position: Vulcan Value Partners, John Armitage
Trimmed: Jensen Investment Management, AKO Capital
Sold out: William Von Mueffling
Insider activity
Since Jun 30, 2026: no open-market purchases, 9 sales worth $7.4M and 4 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
GAMBLE JOHN W JR
EVP, CFO & COO · 2026-09-03
Sold
$846K
Begor Mark W
CEO · 2026-07-24
Sold
$3.7M
Begor Mark W
CEO · 2026-07-24
Sold
$1.1M
Begor Mark W
CEO · 2026-07-24
Sold
$711K
Begor Mark W
CEO · 2026-07-24
Sold
$510K
Other filings
About Equifax Inc.
Equifax Inc. operates as a global data and analytics company, delivering a range of information solutions and specialized human resources administrative process outsourcing services. Its clientele spans across businesses, governmental organizations, and individual consumers. The company's operations are structured into three primary divisions: Workforce Solutions, U.S. Information Solutions (USIS), and…
Consulting Services
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works