Mizuho highlights FICO and Equifax as top U.S. business‑services stocks poised for strong growth from rate‑cut‑driven refinancing recovery.
Mizuho projects FY2025‑28 revenue, EPS and free‑cash‑flow CAGR of ~19%, 29% and 26% for FICO, beating consensus.
Equifax’s Workforce Solutions, especially government verification, is expected to grow 11% CAGR (19% for verification) FY2025‑28, above consensus.
Both firms face regulatory scrutiny—FICO under Senate probe, Equifax Q1 beat expectations; analysts slightly trimmed price targets but kept ratings.