Equifax: Cloud Migration and AI are Growth Drivers - Innovation Power Revealed in Rising Returns!

Equifax (EFX) caught my attention on October 20. The trigger was a quarterly report, where the details were crucial. The company successfully reduced its historical dependence on the cyclical U.S. real estate market. This allowed revenue to increase by 10% to €1.69 billion, despite challenges such as rising interest rates in the mortgage sector. Equifax simultaneously illustrates that the strategic realignment towards a broadly positioned data and technology platform is taking effect, and the portfolio has become more resilient. Interestingly,...