← Top Holdings

EFXEQUIFAX INC

CUSIP: 294429105

🔥 Bought by 3 superinvestors this quarter

8

Guru Owners

$515.4M

Total Value Held

3.3M

Total Shares

$322.6M
2.14%
$141.0M
2.78%
$33.8M
2.36%
$13.1M
0.11%
$2.4M
1.70%
$2.1M
0.07%
$290K
0.01%
$73K
1.42%

📊 Fundamentals

Market Cap$21.1B
P/E Ratio30.3x
Above market avg
Forward P/E17.0x
P/FCF20.6x
EPS (TTM)$5.76
Revenue (TTM)$6.3B
Profit Margin11.12%
Div Yield1.30%
Beta1.32

52-Week Range

$150.75
$275.91

Current: $174.58

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 30.3x trailing earnings → 17.0x forward · 11.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$639.9M$1.28B$1.92B$2.56BQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '269 owners · $515.4M
INCREASEDWilliam Von Mueffling$322.6M
REDUCEDJensen Investment Management$141.0M
REDUCEDWallace Weitz$33.8M
INCREASEDHillman Value Fund$2.4M
INCREASEDLindsell Train$2.1M
INCREASEDFPA Queens Road$290K
REDUCEDAKO Capital$73K
INCREASEDRobert Olstein$7K
SOLDBill Nygren
SOLDValley Forge Capital
SOLDLee Ainslie
SOLDRay Dalio
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
Q4 '247 owners · $350.6M
INCREASEDAKO Capital$185.1M
INCREASEDWallace Weitz$48.0M
REDUCEDRobert Olstein$3.3M
NEWFPA Queens Road$411K

💰 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. 9.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
16.3%current: 16.3%
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 8 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