I have been thinking of triming some of my position here and it hase come far, up about 30% in last 3-4 months. But looking at Transunion deals, based upon Revenue/Net Profit, EFX looks fairly priced.. What are your thoughts?
Thanks for the response.. Goldman analyst... remember they put a sell just before previous quarter earnings, when this was trading around 33. Now when it's around 43, they come up with BUY and 50 target, so I will just ignore them, just like last time. No doubt co. is doing good.. I am just worried abount the fast run up and valuation (2013 PE approaching 14, current EV/EBITDA 9.5)