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Experian plc (DE:J2B)
FRANKFURT:J2B

Experian (J2B) Price & Analysis

3 Followers

J2B Stock Chart & Stats

€35.40
€1.60(4.68%)
At close: 4:00 PM EDT
€35.40
€1.60(4.68%)

Bulls Say, Bears Say

Bulls Say
Organic Revenue GrowthBroad-based organic growth demonstrates continued demand for Experian’s data, decisioning and identity offerings across customer markets. Sustained expansion increases operating scale, supports reinvestment in platforms and products, and strengthens the company’s ability to compound revenue over the next several quarters.
High And Improving MarginsHigh EBIT margins indicate that Experian’s proprietary data assets, software platforms and established customer relationships support attractive operating economics. Further margin expansion suggests productivity and scale benefits can offset investment needs while preserving earnings growth as revenue continues to rise.
Strong Cash ConversionOperating cash flow conversion above 90% shows that reported earnings are translating effectively into cash, improving funding capacity for product investment, acquisitions and shareholder distributions. Higher ROCE also indicates that Experian is generating stronger returns as its capital base expands.
Bears Say
Higher LeverageThe higher pro forma debt burden reduces financial flexibility relative to a more conservatively financed structure. Additional interest costs can absorb cash that might otherwise support innovation, acquisitions or shareholder returns, while leverage makes the business less resilient if growth or cash conversion weakens.
Breach Contract Wind-DownThe planned wind-down removes a meaningful recurring revenue contribution from Partner Solutions and creates a tougher comparison into early FY27. Even if the broader portfolio remains healthy, this contract loss lowers near-term revenue visibility and requires replacement growth from other products and customers.
Margin PressureRoyalty payments and acquisition-related dilution may constrain margin progression even while revenue grows. These pressures can limit operating leverage and reduce the amount of incremental sales converting into earnings, making management’s margin-improvement targets more dependent on productivity and integration benefits.

Experian News

J2B FAQ

What was Experian plc’s price range in the past 12 months?
Experian plc lowest stock price was €27.40 and its highest was €42.20 in the past 12 months.
    What is Experian plc’s market cap?
    Experian plc’s market cap is €27.76B.
      When is Experian plc’s upcoming earnings report date?
      Experian plc’s upcoming earnings report date is Nov 18, 2026 which is in 36 days.
        How were Experian plc’s earnings last quarter?
        Experian plc released its earnings results on May 20, 2026. The company reported €0.851 earnings per share for the quarter, beating the consensus estimate of €0.844 by €0.006.
          Is Experian plc overvalued?
          According to Wall Street analysts Experian plc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Experian plc pay dividends?
            Experian plc does not currently pay dividends.
            What is Experian plc’s EPS estimate?
            Experian plc’s EPS estimate is 0.83.
              How many shares outstanding does Experian plc have?
              Experian plc has 879,390,140 shares outstanding.
                What happened to Experian plc’s price movement after its last earnings report?
                Experian plc reported an EPS of €0.851 in its last earnings report, beating expectations of €0.844. Following the earnings report the stock price went up 0.657%.
                  Which hedge fund is a major shareholder of Experian plc?
                  Currently, no hedge funds are holding shares in DE:J2B
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Experian plc

                    Experian Plc is a global information services company, which engages in the provision of data and analytical tools that are used to manage credit risk, prevent fraud, target marketing offers, and automate decision making. Its activities are grouped into four global business lines: Credit Services, Decision Analytics, Marketing Services, and Consumer Services. The Credit Services provides information to organizations to help manage the risks associated with extending credit and preventing fraud. The Decision Analytics unlocks the value of its vast store of credit and marketing information, as well as other data sources, by applying expert consulting, analytical tools and software to convert data into valuable business decisions. The Marketing Services helps many of the organizations target and engage to customers through sophisticated marketing strategies that generate significant return on investment. The Consumer Services provides credit monitoring services to millions of consumers via the internet. The company was founded by John Wilfred Peace in 1980 and is headquartered in Dublin, Ireland.

                    Experian (J2B) Earnings & Revenues

                    J2B Company Deck

                    J2B Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presents a strongly positive performance: record-year financials, broad-based organic revenue growth, double-digit EPS growth, margin expansion ahead of guidance, robust cash generation, completed cloud migration milestones in key markets, and aggressive AI and platform-driven growth initiatives (identified $15B incremental TAM). Notable near-term headwinds include the wind-down of two large breach contracts, FICO mortgage royalty impact, mortgage volume sensitivity to rates, higher interest costs, and some regional/B2B cyclicality. Overall, strategic progress, platform scale, strong renewals and capital returns indicate momentum outweighs manageable short-term challenges.View all DE:J2B earnings summaries

                    J2B Stock 12 Month Forecast

                    Average Price Target

                    €44.30
                    ▲(25.15% Upside)
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