About the company
| 2.96bn | 220.40m | 2006 | 15.74k | |||
| Revenue in GBP (TTM) | Net income in GBP | Incorporated | Employees |
|---|
Experian plc is a provider of global information services. The Company provides data and analytical tools to organizations in North America, Latin America, the United Kingdom and Ireland, Europe, the Middle East and Africa (EMEA) and Asia Pacific. Clients use these to manage credit risk, prevent fraud, target marketing offers and automate decision-making. Activities in the regions in which Experian operates are grouped into four global business lines: Credit Services, Decision Analytics, Marketing Services and Interactive. In February 2012, it acquired 192business Limited. On March 9, 2012, the Company acquired Court Ventures Inc. On March 27, 2012, the Company acquired Altovision Inc. On May 21, 2012, the Company acquired Conversen Inc. In April 2013, Experian PLC acquired Decisioning Solutions Inc.
Mergers & acquisitions
| Acquired company | Deal status | Date | EXPN:LSE since announced | Transaction value |
|---|---|---|---|---|
| Decisioning Solutions Inc | Deal completed | 03 Apr 2013 | +9.71% | -- |
| Pacific Micromarketing | Deal completed | 18 Jan 2013 | +18.60% | -- |
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excluding extraordinary items (TTM) | EPS (including extraordinary items) (TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on average assets (TTM) | Return on average assets (5 yr average) | Return on investment (TTM) | Return on investment (5 yr average) | Gross margin (TTM) | Gross margin (5 yr average) | Net profit margin (TTM) | Net Profit margin (5 Yr Average) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr average) | Revenue (Year-over-year change%) | Revenue (5 yr growth rate) | Net income (Year-over-year change%) | Net income (5 Yr growth rate) | Capital expenditure (5 Yr growth rate) | Dividend (5 yr growth rate) | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Serco Group plc | 4.91bn | 245.30m | 3.19bn | 96113 | 13.12 | 2.83 | 9.31 | 0.6502 | 0.4879 | 0.4879 | 9.77 | 2.26 | 1.53 | 67.69 | 5.94 | 51,116.91 | 7.65 | 9.39 | 11.26 | 9.39 | 15.13 | 14.93 | 5.01 | 3.85 | 1.08 | 6.05 | 0.4088 | 22.42 | 5.74 | 11.82 | 40.09 | 24.53 | 12.55 | 18.90 | |
| DKSH Holding AG | -- | -- | 3.37bn | 25882 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 20.36 | -- | 36.78 | -- | -- | -- | |
| Intertek Group plc | 2.05bn | 173.80m | 5.28bn | 34882 | 30.69 | 8.36 | 18.58 | 2.57 | 1.07 | 1.07 | 12.61 | 3.92 | 1.15 | -- | 4.35 | 58,892.84 | 10.54 | 16.19 | 13.83 | 16.19 | -- | 89.32 | 9.16 | 9.49 | 1.65 | 10.85 | 0.5227 | 36.69 | 17.43 | 21.51 | 25.22 | 18.88 | 21.30 | 17.90 | |
| Edenred SA | 911.22m | 156.28m | 5.06bn | 5915 | 32.82 | -- | 24.00 | 5.56 | 0.7994 | 0.7994 | 4.66 | -4.6844 | 0.2486 | -- | 1.02 | 180,389 | 4.73 | 27.33 | 47.10 | 27.33 | -- | 100.00 | 19.03 | 15.66 | 0.8314 | 10.19 | 3.91 | 65.42 | 3.39 | 4.98 | -5.6701 | -0.6431 | 17.32 | -- | |
| Randstad Holding nv | 14.32bn | 25.62m | 5.20bn | 27670 | 183.28 | 2.21 | 21.15 | 0.363 | 0.1874 | 0.1874 | 96.69 | 15.57 | 2.39 | -- | 5.78 | 571,842 | 0.5364 | 2.72 | 1.02 | 2.72 | 18.15 | 19.10 | 0.2243 | 0.7983 | -- | 5.69 | 0.2869 | 113.34 | 5.31 | 13.19 | -82.5758 | -40.012 | -3.1187 | 0.00 | |
| Cap Gemini SA | 8.77bn | 315.98m | 5.47bn | 126429 | 17.86 | 1.43 | 10.25 | 0.6242 | 2.24 | 2.24 | 58.71 | 27.95 | 0.9476 | -- | 4.97 | 82,039.8 | 3.33 | 5.15 | 5.08 | 5.15 | 23.19 | 71.31 | 3.52 | 3.63 | -- | 13.98 | 0.2136 | 43.57 | 5.89 | 3.35 | -8.4158 | -3.4061 | 4.20 | 0.00 | |
| Capita PLC | 3.35bn | 236.00m | 6.60bn | 47590 | 27.39 | 7.50 | 16.34 | 1.97 | 0.367 | 0.367 | 5.21 | 1.34 | 0.9058 | -- | 3.98 | 70,430.77 | 6.38 | 12.29 | 9.49 | 12.29 | 28.07 | 28.28 | 7.04 | 7.52 | -- | 7.39 | 0.6542 | 56.02 | 14.39 | 10.08 | -0.8403 | 7.26 | 6.80 | 14.39 | |
| Wartsila Corporation | 3.93bn | 295.48m | 6.26bn | 18674 | 21.18 | 4.57 | 15.02 | 1.59 | 1.75 | 1.75 | 23.33 | 8.13 | 0.9398 | 2.89 | 3.60 | -- | 7.15 | 15.41 | 14.32 | 15.41 | 11.23 | 43.95 | 7.61 | 7.77 | 0.6266 | -- | 0.3533 | 69.44 | 12.26 | 4.66 | 19.79 | 5.29 | -9.821 | -25.1275 | |
| Bureau Veritas SA | 3.33bn | 254.15m | 8.66bn | 59000 | 34.00 | 8.83 | 21.72 | 2.60 | 2.70 | 2.70 | 35.41 | 10.40 | 1.07 | -- | 3.84 | 66,225.98 | 8.44 | 14.56 | 12.10 | 14.56 | 70.88 | 70.93 | 7.87 | 9.04 | -- | 9.55 | 0.5472 | 46.94 | 16.19 | 13.55 | 0.00 | 13.53 | 22.47 | 24.99 | |
| Adecco SA | 17.44bn | 320.25m | 7.29bn | 32987 | 22.72 | 2.26 | 16.10 | 0.4178 | 2.50 | 2.50 | 136.34 | 25.06 | 2.17 | -- | 5.69 | 779,300 | 3.99 | 7.34 | 6.69 | 7.34 | 17.89 | 17.87 | 1.84 | 1.94 | -- | 8.86 | 0.3596 | 53.07 | -0.0438 | -0.531 | -27.3603 | -12.4995 | -0.6682 | 14.87 | |
| Experian plc | 2.96bn | 220.40m | 13.01bn | 15737 | 58.61 | 8.83 | 14.90 | 4.39 | 0.2198 | 0.2179 | 2.98 | 1.46 | 0.5681 | -- | 5.29 | 188,151 | 5.04 | 10.80 | 7.42 | 10.80 | -- | 76.76 | 8.87 | 14.04 | 0.5996 | 1.68 | 0.5313 | 46.47 | 15.50 | 5.21 | 33.27 | 15.26 | 10.50 | 13.49 | |
| SGS Societe Generale de Surveillance SA | 3.79bn | 377.30m | 11.89bn | 79268 | 30.89 | 8.30 | 20.11 | 3.14 | 72.49 | 72.49 | 727.18 | 269.91 | 1.14 | -- | 6.05 | 70,368.88 | 12.10 | 21.75 | 16.08 | 21.75 | 45.03 | 93.38 | 10.58 | 12.45 | 1.81 | 25.23 | 0.3845 | 77.09 | 16.28 | 4.99 | 4.12 | 2.15 | 6.31 | -4.3648 |
Data as of May 22 2013. Currency figures normalised to Experian PLC's reporting currency: .
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
BlackRock Investment Management (UK) Ltd. as of 23 Jan 2013 | 50.40m | 5.09% |
Artisan Partners LP as of 09 May 2012 | 51.64m | 5.04% |
Capital Research & Management Co. (World Investors) as of 03 Sep 2012 | 0 | 3.20% |
Legal & General Investment Management Ltd. as of 28 Feb 2013 | 40.76m | 2.99% |
Norges Bank Investment Management as of 31 Dec 2012 | 23.19m | 2.43% |
Fidelity Management & Research Co. as of 28 Feb 2013 | 23.06m | 2.28% |
Jupiter Asset Management Ltd. as of 22 Feb 2013 | 13.41m | 1.30% |
Morgan Stanley Investment Management Ltd. as of 31 Mar 2013 | 7.49m | 1.20% |
OppenheimerFunds, Inc. as of 31 Jan 2013 | 11.36m | 1.12% |
Scottish Widows Investment Partnership Ltd. as of 30 Apr 2013 | 13.82m | 1.10% |
Data from 31 Dec 2012 - 31 Mar 2013Source: FactSet Research Systems Inc.