Equifax Inc (NYSE:EFX)

$ 255.98 -2.82 (-1.09%) Market Cap: 31.73 Bil Enterprise Value: 36.87 Bil PE Ratio: 56.88 PB Ratio: 6.46 GF Score: 89/100

Equifax Inc at Goldman Sachs US Financial Services Conference Transcript

Dec 07, 2021 / 07:20PM GMT

Release Date Price: $291.86 (+3.44%)

Transcript

Keen Fai Tong

Goldman Sachs Group, Inc., Research Division - Research Analyst

Okay. Let's go ahead and get started. Thank you all for joining us. I'm George Tong. I cover business and info services at Goldman Sachs. Really pleased to be joined by Mark Begor, CEO, Equifax, as well as John Gamble, CFO. Thank you both for being here.

Mark W. Begor

Equifax Inc. - CEO & Director

Thanks for having us, George.

Questions & Answers

Keen Fai Tong;Mark

Goldman Sachs Group, Inc., Research Division - Research Analyst

All right. So I want to start at a high level with some of the targets that you both presented at the recent Investor Day. One such long-term target was organic revenue growth, 7% to 10%, upwardly revised from previously 6% to 8%.

We'll get into some of the details later on in the discussion, but could you, at a high level, talk about what's changed in the business? What's improved to allow this stronger longer-term organic revenue growth? What's new with the new Equifax?

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