Assessing the potential for Experian’s investments in early-stage innovators

Experian’s cash generative business model and strong organic revenue performance allow it to invest in early-stage, innovative technologies that will, in our opinion, help to sustain above-market growth rates in the future.

We highlight a recent acceleration in Experian’s rate of investment activity in high potential technology businesses around the world. We believe that some of their technologies may ultimately become part of Experian’s core portfolio of products, following the example set by Runpath, an associate investment that was subsequently…