Experian Share Discussion Threads

[salpara111] 19/5/2022 09:26

Well, I had a pretty large holding at an average of £29.
Sold it all yesterday. The stock was always pricey but I took the view that it was a very reliable profit maker.
While I feel that the FTSE 100/250 is fairly valued, the Dow and Nasdaq both appear to still be overvalued and if they continue to fall so will the FTSE!
I'm mostly in cash at present, it helps me to sleep better!

[hotfinance14] 19/5/2022 08:15

I agree Sinzu plus we have the inflation issue.

[sinzu] 18/5/2022 17:21

The problem is, organic revenue growth of 12% is forecast to reduce down to between 7-9% for the forthcoming year - that’s a big slowdown and I suspect the main reason for the shares being marked down.

[imperial3] 18/5/2022 16:33

During the past 6 months or so,the share price has been in steady decline.Today's results have hammered the share price.In fact,I perceive they were good,yet the market thought otherwise.What else can the company do,to turn this round?

[one_frankel] 18/5/2022 14:13

He's had very little luck with some of his underlying holdings in Lindsell Train too!

[sinzu] 18/5/2022 14:06

I wonder what Nick Train thinks about this. He has recently been adding heavily to his position in the Finsbury Growth Trust that he runs (FGT). No doubt he will be telling everyone it is as cheap as chips.

[one_frankel] 18/5/2022 12:14

Experian have provided a soft outlook for revenue growth as demand for lending data is likely to fall as rising inflation hits consumer spending...

[ram376s] 18/5/2022 09:46

Still good feeling for this share .GDR primed for possible multi bag . New test . 300 nurses to be trained .

[hotfinance14] 31/3/2022 08:15

Citi downgraded its stance on Experian on Wednesday to 'neutral' from 'buy', arguing that cyclical headwinds are likely to make it difficult for the North American data business to deliver consensus FY23E organic growth of 8.2%.

"In an environment in which US housing transactions reduce year-over-year, we think 4% is more reasonable," it said.

"With our group adjusted profit before tax of $1.70bn circa 2% below Visible Alpha consensus at $1.74bn, we do not believe that consensus earnings estimates can continue to rise, driving the downgrade."

Citi said it continues to view the credit-checking company's cash-generative nature and strong track record of organic growth as attractive, and see upside to FY23E consensus in the Latin American business.

[wad collector] 23/2/2022 11:22

Added at 2884. I guess it is a bit of a punt on the Court Case being thrown out, but hopefully those sort of ambulance chasers like harcus parker will waste their money.

[essentialinvestor] 13/2/2022 19:13

Mentioned this as put EXPN back on a watchlist late last week
and wondered if anyone had additional information.

As with the NHS, very large backlogs have developed in UK court cases
so I assume it has not yet reached this stage.

[imperial3] 12/2/2022 11:56

That being the case,why the share drop recently?

[levr] 12/2/2022 10:31

EI that link is to a year-old article - is the case still on-going?

[imperial3] 11/2/2022 21:59

Thanks EI.

[essentialinvestor] 11/2/2022 16:43

Lots of other articles in the financial press about this, some links are blocked
so can only provide the Mail article, however with a web search you can very easily
find others.

[imperial3] 11/2/2022 16:35

EI.
High Court case. What is this all about? Could you please elaborate.I have no knowledge of this.

[roguetraderuk] 03/2/2022 11:00

mjn, they are expensive. theyve got cheaper but still on 33 times 22. you can see a world where they are at 25 times 22. it might not happen but could. so its difficult to make a stand here.

[davenpd] 03/2/2022 10:47

Thanks for the spam

[mjneish] 14/1/2022 22:09

Trying to figure out why the price has fallen so much. Admittedly I know nothing about this company, but I had a quick look at the figures to get a rough idea.

Benchmark EPS was 103.1 cents in 2021.

In their half-year report for the current year it was 61.7 cents, so assuming that they double this in the full year to say 120 cents, which is about 88p, this would leave them with a PE ratio of 35.

This is hardly cheap for a company that's growing revenues at around 15% per year.

Of course there's more to it than this, but at first glance the shares look expensive.

Could someone enlighten me? Thanks.

[imperial3] 14/1/2022 11:15

Still remaining very weak here.Frustrating to say the least.

[hotfinance14] 14/1/2022 09:51

There has been a big sell off in tech shares. Hopefully it will rebound at some point.