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EXPGF

Experian plc

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 41.07 Industrials - Consulting ServicesAWAIT ENTRY
59

Position levels

Currenttoday
USD 41.07
Buy <=wait / entry
USD 36.67
Trim >=take some off
USD 44.00
Thesis breakOrganic revenue growth decelerating below 4% for two consecutive reporting perio...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case49%62 / 10030.4
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Strong revenue growth highlighted in Half Year 2026 Earnings Call
  • Multiple Buy ratings from Citi, RBC, Morgan Stanley, Barclays, Jefferies, Deutsche Bank and UBS with price targets implying 29-51% upside
  • P/E ratio of 24.97 based on EPS (TTM) of 1.64
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.