Equifax: Near-Term Weakness That May Lead To Guidance Revision (Rating Downgrade)
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Equifax has been downgraded to a hold rating due to weak FY25 guidance, a soft mortgage inquiry outlook, and hiring market pressures. Despite solid 4Q24 results, near-term earnings outlook is poor with decelerating revenue and EPS growth.
February 11, 2025 | 9:45 am
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Equifax has been downgraded to a hold rating due to weak FY25 guidance, a soft mortgage inquiry outlook, and hiring market pressures. Despite solid 4Q24 results, the near-term earnings outlook is poor with decelerating revenue and EPS growth.
The downgrade to a hold rating is based on weak FY25 guidance and significant headwinds from elevated mortgage rates and declining hiring volumes. These factors are expected to negatively impact Equifax's ability to sustain recent growth rates, leading to a likely short-term decline in stock price.
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IMPORTANCE 80
RELEVANCE 100