Read Morgan Stanley' Stance On Equifax, Nielsen

Morgan Stanley analyst Toni Kaplan upgraded Equifax Inc. EFX to Overweight from Equal Weight and raised the price target to $325 (an upside of 14%) from $264.
The analyst expects Equifax's organic revenue growth to exceed most Information Services companies from 2022-2024, driven primarily by the company's Workforce Solutions segment.
Kaplan views Equifax as having stability in its core growth and notes that shares currently trade at a roughly 30% multiple discounts to peers.
The analyst downgraded Nielsen Holdings PLC NLSN to Underweight from Equal Weight and lowered the price target to $19 (a downside of 8%), from $25.
The analyst believes competitive alternatives are gaining more traction.
While she is not calling for Nielsen to be displaced in traditional national TV measurement, she contends that growth may become more challenged as TV viewership declines.
The shift away from pay-TV continues to accelerate, and customers explore alternatives in digital, and growth of addressable advertising could mean that the company will play a smaller role, mentions Kaplan.
Price Action: EFX shares are trading lower by 0.56% at $284.02, and NLSN lower by 3.6% at $20.62 on the last check Wednesday.

Analyst Calendar