7 June 2016

Experian

Experian is an information services firm best known for providing consumers and businesses alike with credit reports, but they are also engaged in fraud prevention, targeted marketing offers, and automated processes

Group 10Created with Sketch.
Price
£12.91
Group 11Created with Sketch.
52 Week High-Low
£13.04 - £10.17
Page 1Created with Sketch.
Net Yield
2.1%
Group 12Created with Sketch.
Hist / Pros Per
23.7 - 20.1
Page 1Created with Sketch.
Equity Market Cap
£12,400m

Experian is an information services firm best known for providing consumers and businesses alike with credit reports, but they are also engaged in fraud prevention, targeted marketing offers, and automated processes. Experian generates roughly half of earnings in North America; the remainder is spread relatively evenly across the globe.

Experian is a niche business with high barriers to entry and a strong balance sheet. It is well positioned to benefit from the structural growth in data usage and associated services; the products and services that Experian offer have the potential to materially enhance a given customer’s business and are likely to see significant demand over coming years.

The strategic success story at present, particular in the UK and the US, is the idea of ‘One Experian’; a push to cross-sell within their all-encompassing suite of products, the range of which is not available from competitors.

Alongside implementing ‘One Experian’, the relatively new management team have been effective in returning Consumer Services to growth, and building out a well invested, profitable franchise across all geographies.


Also in this issue

Thought to have worked or advised on around 250 landscapes in England and Wales, with his work covering an estimated 200 square miles, about the same land mass as the island of Mauritius, his name…

Not surprisingly, achieving consistently risk adjusted returns is harder than it sounds! Whilst we certainly don’t claim to have found that Grail just yet, we have come up with an approach that we…

Equiniti Group plc is principally a provider of share registration, pension payment and administration services to a range of organisations. It also benefits from various cross-selling opportunities…