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EXPGF

Experian plc

BUY Analysis generated 2026-10-04 Market data as of 2026-11-11 Market data 4 days old USD 39.03 Industrials - Consulting ServicesREDUCE ZONE
ACTIONABLEMethodology gates passed
66

Position levels

Currenttoday
USD 39.03
Buy <=wait / entry
USD 30.00
Trim >=take some off
USD 38.00
Thesis breakA material adverse regulatory ruling or enforcement action in a major market tha...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • Organic revenue growth of 8% for FY2026 rising to 9% in Q4 with North America at 10-11%
  • Benchmark EPS growth of 15% and benchmark EBIT margin expansion of 90 basis points at constant currency
  • Announcement of additional $1 billion share repurchase programme on top of prior $1 billion buyback
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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