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What smart money is saying about Equifax Inc.United States flag

EFX · Industrials · Consulting Services · Market cap $18.57B

3 funds in our archive have pitched Equifax Inc. — most recently Brown Advisory Global Leaders in March 2026.

Company profile

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 International. The Workforce Solutions segment specializes in employment-related data, offering verification services for income, employment history, criminal records, and Social Security numbers. It also provides tools for payroll-based transactions, employment tax management, and products aimed at protecting against identity theft. The U.S. Information Solutions (USIS) segment provides a comprehensive suite of services for both consumers and businesses within the United States. These offerings include extensive credit data and scoring, sophisticated credit modeling and portfolio analytics, identity verification and fraud detection/prevention services, and various consulting options. Additionally, USIS supports mortgage services, financial marketing initiatives, identity management solutions, credit monitoring products, and online decisioning technology solutions, alongside portfolio management and mortgage reporting services. Globally, the International segment delivers similar information service products, encompassing consumer and commercial credit and financial data, credit scoring, and advanced modeling. This division also provides credit-related marketing products and services, as well as technology and support for debt collection and recovery management. Equifax serves a diverse array of industries, including financial services, mortgage, employment, telecommunications, retail, automotive, utilities, brokerage, healthcare, and insurance, in addition to federal, state, and local governments. With a substantial international presence, the company conducts business in numerous countries, including the United States, Canada, Australia, New Zealand, India, the United Kingdom, Spain, Portugal, Argentina, Brazil, Mexico, and many other nations across Latin America, Europe, Asia, and the Middle East. Founded in 1899, Equifax maintains its corporate headquarters in Atlanta, Georgia.

Fund coverage · 3 theses

  • Brown Advisory Global Leaders
    March 2026

    Equifax Inc. is described as owning proprietary credit data moats backed by regulatory barriers that limit AI-driven competition.

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  • Harris US Concentrated Strategy
    December 2024

    Equifax is a leading U.S. credit bureau distinguished by its proprietary Workforce Solutions database, currently undervalued due to a downturn in mortgage activity, but poised for earnings recovery as demand rebounds.

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  • Mar Vista US Quality Select
    December 2024

    Equifax is a leader in the credit bureau and income verification sectors, with strong operating leverage and growth potential driven by its unique data assets and ongoing investments.

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