← Top Holdings

EFXEQUIFAX INC

CUSIP: 294429105

🔥 Bought by 5 superinvestors this quarter

13

Guru Owners

$2.47B

Total Value Held

11.4M

Total Shares

$1.64B
2.07%
$374.1M
2.02%
$178.9M
2.81%
$166.2M
2.53%
$46.6M
2.76%
$31.8M
0.72%
$15.8M
0.13%
$5.0M
0.05%
$3.9M
0.80%
$2.4M
1.51%
$2.4M
0.06%
$510K
0.00%
$350K
0.01%

📊 Fundamentals

Market Cap$23.9B
P/E Ratio37.2x
Above market avg
Forward P/E19.2x
P/FCF23.8x
EPS (TTM)$5.32
Revenue (TTM)$6.1B
Profit Margin10.87%
Div Yield1.04%
Beta1.56

52-Week Range

$166.02
$281.03

Current: $197.86

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 37.2x trailing earnings → 19.2x forward · 10.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$639.9M$1.28B$1.92B$2.56BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '2513 owners · $2.47B
INCREASEDBill Nygren$1.64B
INCREASEDWilliam Von Mueffling$374.1M
INCREASEDJensen Investment Management$178.9M
REDUCEDAKO Capital$166.2M
INCREASEDWallace Weitz$46.6M
INCREASEDValley Forge Capital$31.8M
NEWLee Ainslie$5.0M
INCREASEDHillman Value Fund$2.4M
INCREASEDLindsell Train$2.4M
NEWRay Dalio$510K
Q3 '2511 owners · $2.56B
INCREASEDBill Nygren$1.50B
REDUCEDWilliam Von Mueffling$438.9M
REDUCEDJensen Investment Management$262.3M
INCREASEDAKO Capital$240.7M
INCREASEDWallace Weitz$55.1M
INCREASEDRobert Olstein$4.6M
REDUCEDHillman Value Fund$2.8M
INCREASEDLindsell Train$2.7M
REDUCEDFPA Queens Road$414K
SOLDLee Ainslie
Q2 '2512 owners · $2.40B
INCREASEDBill Nygren$1.32B
REDUCEDWilliam Von Mueffling$448.7M
REDUCEDJensen Investment Management$266.3M
INCREASEDAKO Capital$236.5M
NEWLee Ainslie$5.1M
INCREASEDHillman Value Fund$2.9M
INCREASEDFPA Queens Road$420K
SOLDTerry Smith
Q1 '2512 owners · $2.16B
NEWBill Nygren$1.11B
NEWWilliam Von Mueffling$433.6M
NEWJensen Investment Management$259.7M
INCREASEDAKO Capital$185.8M
REDUCEDTerry Smith$57.4M
INCREASEDWallace Weitz$51.2M
NEWValley Forge Capital$35.1M
INCREASEDRobert Olstein$3.7M
NEWHillman Value Fund$2.7M
NEWFPA Queens Road$393K
Q4 '246 owners · $350.2M
INCREASEDAKO Capital$185.1M
INCREASEDWallace Weitz$48.0M
REDUCEDRobert Olstein$3.3M
Q3 '246 owners · $346.8M
REDUCEDAKO Capital$161.6M
REDUCEDTerry Smith$106.8M
REDUCEDTom Gayner$21.4M
INCREASEDRobert Olstein$2.4M
SOLDRay Dalio

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
9%analyst est. 9.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
16.5%current: 16.5%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

EFX: Held by 13 superinvestors · 11 congress member trades

SELLRo KhannaD
$1,001 - $15,0002025-11-10
SELLRo KhannaD
$1,001 - $15,0002025-11-03
BUYRo KhannaD
$1,001 - $15,0002025-10-07
SELLRo KhannaD
$1,001 - $15,0002025-08-04
BUYRo KhannaD
$1,001 - $15,0002025-05-28
SELLRo KhannaD
$1,001 - $15,0002025-04-09
BUYRob BresnahanR
$1,001 - $15,0002025-04-08
SELLByron DonaldsR
$1,001 - $15,0002025-03-20
SELLRo KhannaD
$1,001 - $15,0002025-03-12
SELLRo KhannaD
$1,001 - $15,0002025-03-06
BUYByron DonaldsR
$1,001 - $15,0002024-05-09
EFX Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker