News Sentiment
News Summary
Equifax is facing pressure as its adjusted operating margin and return on invested capital have declined. Earnings per share growth is lagging despite revenue increases, raising concerns about expense management. Market participants are reassessing the resilience of the company's business model due to these weakening profitability trends. Furthermore, Mar Vista Investment Partners' U.S. Quality Strategy has divested its stake in the company, indicating a loss of confidence from at least one major investor.