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HomeBusinessDun & Bradstreet Holdings’ Fiscal 2023 Preview

Dun & Bradstreet Holdings’ Fiscal 2023 Preview

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RBC Capital analysts provided their outlook on Dun & Bradstreet Holdings, Inc. (NYSE:DNB) for fiscal 2023, noting that the anniversary of the GSA contract, momentum in KYC/Supply Chain Management, and strength in Online B2B marketing, along with an acceleration in the Vitality Index and pricing tailwinds, bode well for revenue growth.
The analysts expect the company to guide to 3-5% organic revenue growth and revenues in the range of $2.270-$2.315 billion, compared to the Street estimate of $2.299 billion.
According to the analysts, Bisnode cost synergies bode well for margin expansion in 2023, where they model approximately 50bps of margin expansion; however, higher interest expenses and lower pension income could potentially weigh on the EPS growth, resulting in flattish EPS growth in 2023. The analysts expect the company to guide EPS in the range of $1.09-$1.13, compared to the Street estimate of $1.12.

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