Equifax Inc. (EFX): A Bull Case Theory 

We came across a bullish thesis on Equifax Inc. on CompoundingLab’s Substack. In this article, we will summarize the bulls’ thesis on EFX. Equifax Inc.'s share was trading at $212 recently. EFX’s trailing and forward P/E were 45.38 and 25.77 respectively according to Yahoo Finance.

Equifax Inc. (EFX) stands at the nexus of data, credit, and human capital, evolving from a traditional credit bureau into a diversified analytics and verification powerhouse. While often grouped with Experian and TransUnion, Equifax’s transformation has deepened its recurring revenue base—now...