Equifax Inc (LTS:0II3)
$ 173.06 +6.87 (+4.13%) Market Cap: 20.55 Bil Enterprise Value: 25.82 Bil PE Ratio: 31.77 PB Ratio: 4.74 GF Score: 71/100

Equifax Inc at Robert W Baird Global Consumer, Technology & Services Conference Transcript

Jun 02, 2026 / 02:50PM GMT
Release Date Price: $174.91 (+3.83%)
Jeffrey Meuler
Robert W. Baird & Co Inc - Analyst

All right. We will get going. I'm Jeff Meuler, Baird's Information Solutions analyst. Pleased to introduce Equifax as the next presenting company. Equifax is by far the number one provider of employment and income verification across a range of end markets and one of the big three global consumer credit bureaus and a broader information solution provider.

With me on stage is the CEO, Mark Begor; and CFO, John Gamble.

Questions & Answers

Jeffrey Meuler
Robert W. Baird & Co Inc - Analyst

With that, I want to start with a high-level question. Investor sentiment for the sector is very different than it was a year ago. I think a lot of investors are bucketing information solutions companies into AI loser and AI at risk buckets. And I think a lot of the management teams view AI as a benefit to the business. So just what do you view as the biggest AI-related opportunities for Equifax? And then are there any AI-related risks that you're looking to insulate from or manage the business in a

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