EWS Long Term Growth Framework
Strong 11% EWS Non-mortgage Verifier growth off tough 72% comp driven
by strong 23% Government performance and TWN record growth
Continued Mortgage Outperformance
23%
24%
21%
20%
22%
3Q22
4Q22
1Q23
2Q23
3Q23
Verifier Non-mtg up 11% off 72% in 3Q22
ā TWN records up 12%, 163M current, 641 M total
Signed four new payroll provider arrangements
in 3Q... 21 signed since 2022, 27 signed since 2021
Government up 23%, Talent up 6%, Consumer Lending
down -8%
Increase revenue per transaction through new products
and increasing data depth and coverage
ā Expanding system-to-system integrations
Total US Records
Total Verifier 72%
Non-mtg
Growth
163M Active +12%
146M Active +16%
126M Active +13%
111M Unique
584M Total
121M Unique
641M Total
97M Unique
510M Total
Organic
38%
23%
23%
16%
16%
4%
4%
3Q22
4Q22
1Q23
2Q23
11%
11%
3Q23
3Q21
3Q22
3Q23
TWN records up 12% to 163M Active, 121M Unique, 641M Total
EQUIFAX
1. EWS Mortgage Outperformance measured as the revenue growth generated from growth in TWN records and changes in product, price, mix.
PROPRIETARY | 5View entire presentation