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D-Risk Investing Podcast

Equifax Inc. (EFX) - Episode 86 - Oct 3, 3035

03 Oct 2025

Description

Can the gatekeeper of financial identity survive when its key partner attacks its business model? Equifax (EFX) just got handed a failing grade by the market after FICO launched a direct assault on the lucrative mortgage scoring business, shattering the stock's chart on a stampede of selling volume. We dive into the massive chasm between bullish Wall Street analysts and a free cash flow valuation that hints at deep trouble. Why are options traders betting on a massive bounce despite the technical breakdown, and what critical price level must Equifax reclaim to signal the worst of the panic is over? Tune in to D-Risk to discover the true stakes of this fundamental war and our final, cautious verdict.

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