Commentary On Experian’s Q2 Earnings – Edison Group

Commentary On Experian’s Q2 Earnings – Edison Group
mohamed_hassan / Pixabay

A commentary from Dan Ridsdale, Managing Director of TMT & Platform at Edison Group, on Experian plc (LON:EXPN)’s latest quarterly trading update.

Get The Full Walter Schloss Series in PDF

Get the entire 10-part series on Walter Schloss in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues.

Q2 2021 hedge fund letters, conferences and more

Experian's Results Look Encouraging

“Though this quarter was a relatively weak comparative period, Experian continues to bounce back and results generally look encouraging. The three months to the end of June saw a strong performance. Revenue overall was up 31%, prompting the company to expect total revenue growth for the full year to be around 13-15%, 9-11% of which likely to be organic - both figures a raise on what Experian had predicted as recently as May.

Fund Manager Profile: Kris Sidial Of Tail Risk Fund Ambrus Group

invest Southpoint CapitalA decade ago, no one talked about tail risk hedge funds, which were a minuscule niche of the market. However, today many large investors, including pension funds and other institutions, have mandates that require the inclusion of tail risk protection. In a recent interview with ValueWalk, Kris Sidial of tail risk fund Ambrus Group, a Read More

What will perhaps be most pleasing for the firm about this growth, is how evenly spread it is across operating markets. Noth America, which accounts for 65% of group revenue, saw an increase of 22%, while Latin America, the UK and Ireland and EMEA returned 25%, 20% and 19% respectively in revenue growth. Where B2B markets may still be hurting, consumer services revenue acts as a strong hedge, as is the case in Latin America - which saw this department surge with 107% organic revenue growth.

It should be remembered that last year some services from Experian had to stop owing to the pandemic, and mortgage volumes had flattened off, so this quarters comparison is somewhat detached from a regular, pre pandemic quarter on quarter assessment. But the results are strong none the less, and the company looks well positioned to sustain some level of growth in the medium term."

Jacob Wolinsky is the founder of, a popular value investing and hedge fund focused investment website. Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and four kids in Passaic NJ. - Email: jacob(at) - Twitter username: JacobWolinsky - Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. I also own a few grams of Gold and Silver
Previous article Sustainable Finance And Retail Investors Should Consider It
Next article Unemployment Benefit Claims Hit New Pandemic Low

No posts to display