Experian plc
Strong FundamentalsStrong FundamentalsRevenue growing 19% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (0 mentions/wk)$36.22-1.0%YTD-19.8%1Y-33.0%
Mentions · last 7 days
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Price updated 7h ago·X counts updated 7h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $EXPGY, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Consulting Services sits in its cycle right now — and what that implies for $EXPGY.
Consulting Services
No material change from last week — AI disruption fears proved unfounded as large proprietary datasets are the defensible asset AI tools cannot replicate.
What this means for $EXPGY
Neutral — Operates global credit bureaus and consumer data platforms providing credit scores, fraud detection, and marketing analytics across 32 countries; the proprietary data moat defending against AI consulting displacement does not materially affect this business's near-term earnings.
Top industry ETF
$XLIIndustrial Select Sector SPDR
+15.8%YTD
+19.8%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
21.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
13.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
25.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
7.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
3.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
27.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
25.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026May 20, 2026$0.84$0.94-10.9%
Q1 2025May 14, 2025$0.67$0.81-18.1%
Q3 2024Nov 13, 2024$0.60$0.74-19.2%
Q1 2024May 15, 2024$0.69$0.75-8.8%
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$4.4B+18.9%50.5%26.3%$0.84$1.4B
Q2 FY26$4.1B+19.3%24.8%24.8%$0.82$806.2M
Q4 FY25$3.9B+16.2%53.5%23.4%$0.67$1.3B
Q2 FY25$3.6B+11.7%27.5%24.3%$0.60$680.0M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$8.4B$8.4B – $8.5B$1.77$1.63 – $1.8112
FY27$9.2B$9.0B – $9.3B$2.02$1.99 – $2.0511
FY28$10.0B$9.8B – $10.2B$2.31$2.30 – $2.3210
FY29$10.6B$10.4B – $11.0B$2.53$2.46 – $2.645
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.17%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatHigh float · 885.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.835-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
In themes
Explore the broader themes this ticker is being talked about under.
More in Consulting Services
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · last 7 days
No standout posts about $EXPGY on X in the last 7 days.