10-KPeriod: FY2013

EQUIFAX INC Annual Report, Year Ended Dec 31, 2013

Filed February 28, 2014For Securities:EFX

Summary

Equifax Inc. (EFX) presented its 2013 annual report, detailing a robust year of growth driven by strategic acquisitions and organic expansion across its diverse business segments. The company experienced a significant increase in operating revenue, primarily fueled by the acquisition of CSC Credit Services, alongside strong performance in Workforce Solutions and North America Personal Solutions. While mortgage-related revenues saw a decline due to market shifts, Equifax effectively offset this by strengthening its core non-mortgage offerings and pursuing new vertical markets. The company highlighted its ongoing commitment to investing in technology and data sources to enhance its decisioning capabilities and maintain a competitive edge in the evolving information solutions landscape. Financially, Equifax demonstrated strong cash flow generation from operations, enabling it to manage its debt effectively and continue its strategic investments. The company's balance sheet remained solid, with increased equity reflecting retained earnings. Equifax also emphasized its proactive approach to managing regulatory landscapes, particularly in consumer data protection and financial services, by dedicating substantial resources to compliance and engaging constructively with regulatory bodies. Overall, the report signals a company with a clear growth strategy, financial resilience, and a focus on adapting to market dynamics and regulatory requirements.

Financial Statements
Beta
Revenue$2.30B
SG&A Expenses$715.80M
Operating Expenses$1.69B
Operating Income$611.20M
Interest Expense$70.20M
Net Income$351.80M
EPS (Basic)$2.90
EPS (Diluted)$2.84
Shares Outstanding (Basic)121.20M
Shares Outstanding (Diluted)123.70M

Key Highlights

  • 1Operating revenue increased by 11% to $2.30 billion in 2013 compared to 2012, driven by acquisitions and organic growth.
  • 2The company experienced strong revenue growth in its Workforce Solutions (7%) and North America Personal Solutions (12%) segments.
  • 3Mortgage-related revenues declined in the second half of 2013, impacting overall growth, but this was offset by non-mortgage initiatives.
  • 4Net income attributable to Equifax increased by 29% to $351.8 million, with diluted EPS from continuing operations rising to $2.69.
  • 5Equifax completed significant acquisitions, including CSC Credit Services for $1.0 billion and TrustedID, demonstrating a commitment to strategic expansion.
  • 6The company's strong operating cash flow of $566.3 million provided ample liquidity for operations, investments, and debt management.
  • 7Equifax is actively engaged with regulatory bodies, including the CFPB and state attorneys general, regarding consumer and data protection practices.
  • 8The company repurchased $11.9 million of its common stock under its share repurchase program and increased its dividend payment.

Frequently Asked Questions

Equifax's operating revenue increased by 11% to $2.30 billion in 2013. Key drivers included the acquisition of CSC Credit Services, strong performance in Workforce Solutions and North America Personal Solutions, and organic growth from strategic initiatives, partially offset by a decline in mortgage-related revenues.

Equifax maintained a strong financial position, generating $566.3 million in cash from operating activities. The company managed its debt, with total debt decreasing by 17% to $1.44 billion. At December 31, 2013, $748.6 million was available under its senior credit facility, indicating robust liquidity.

Equifax highlighted several key risks, including the impact of uncertain economic conditions, potential loss of access to critical data sources, intense competition, the need for timely new product introductions, cybersecurity threats, and the evolving and complex regulatory environment surrounding data privacy and consumer protection.

Equifax is actively cooperating with investigations from the CFPB and state attorneys general. The company is devoting substantial resources to compliance, supervisory examinations, and responding to inquiries, emphasizing its commitment to meeting legal and regulatory requirements.