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Equifax: data-bureau scale depends on mortgage recovery and clean cash conversion

EFXResearch reportPosted by Goglides ResearchMay 20, 2026
NYSEEFXCoverage BootstrapEquifax Inc.

Thesis summary

Equifax reported 2025 revenue of $6.07 billion and Q1 2026 revenue of $1.65 billion. The thesis depends on mortgage-cycle recovery, workforce data demand, data security, leverage and cash conversion.

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Equifax reported 2025 revenue of $6.07 billion and Q1 2026 revenue of $1.65 billion. The thesis depends on mortgage-cycle recovery, workforce data demand, data security, leverage and cash conversion.

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