Investor Presentaiton
Snapshot of Experian – a market leader with great diversification
Experian is the world's leading global information services company
We use data and analytics to help people and organisations to assess,
predict, plan and protect themselves
We are custodians of data on over 1.3 billion people globally
We have a diverse and growing range of clients across multiple
geographies and industries
We constantly innovate to help consumers and businesses take control of their
financial well-being and seize new opportunities
We are large, stable and cash-generative:
£28bn market cap* / FTSE top 25*
20,000 employees / 44 countries
FY21: US$5.4bn revenue / US$1.4bn Benchmark EBIT
Highly cash generative with high cash conversion rate FY21: 106%
15% Return on Capital Employed (ROCE)
•
10 years at A-/Baa1 (both stable)
Global revenue US$m
6,000
5,3571
5,000
■North America
■Other regions
~34%
4,1282
4,000
-21%
3,000
2,7172
-21%
2,000
1,7383
-66%
-79%
-16%
1,3174
1,000
-79%*
-20%
~84%
-80%
0
Experian
A-/Baa1
Equifax
BBB/Baa2
TransUnion
BB+/Ba2(-)
D&B
B+/B2
FICO
BB+/Ba2
1
2
Year ended 31 March 2021
Year ended 31 December 2020 4
3
Adjusted revenue based on pro forma 12m ended 31/12/2020
Year ended 30 September 2021. FICO's North America includes
Latin America, which is -5% of total revenue
Definitions of all non-GAAP measures used in this presentation are set out in the Experian 2021 Annual Report, publicly available at
www.experianplc.com/investors/reports/.
Source: FY21 figures for the year ended 31 March 2021.
* At 21 January 2022 (source: London Stock Exchange).
6
Experian Public
Source: Annual results & latest SEC filings.
This analysis covers traditional competitors that are publicly listed. It does
not include companies where a single division competes against Experian.
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