Experian PLC

EXPN: XLON (GBR)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	GBX 6,613.00	Xvpdk	Hfklkxj

Healthy Start and Outlook for Experian's Fiscal Year Amid Macroeconomic Concerns

Rajiv Bhatia

Jul 14, 2022

Even as the economic mood is generally souring, wide-moat Experian reported a strong start to its fiscal year and is mostly seeing healthy credit trends in consumer lending. The company reported 8% organic constant-currency revenue growth in the first quarter, in line with its full-year guidance of 7%-9% growth, which it reaffirmed. We will maintain our fair value estimate of GBX 3,500 and view the shares as undervalued.

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