S&P Global vs TransUnion
SPGI and TRU side by side, both in business services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How SPGI and TRU compare
S&P Global is the larger company, worth 9.2 times as much as TransUnion ($136B against $14.7B).
On earnings, TransUnion is cheaper: it trades at 20.3× trailing earnings, against 28.1× for S&P Global.
TransUnion grew revenue faster over the last twelve months (12.4% versus 9.7% for S&P Global).
S&P Global keeps more of each dollar of sales as profit, with a net margin of 30.5% compared with 15.1% at TransUnion.
Both pay dividends: S&P Global yields 0.84% and TransUnion 0.64%.
S&P Global scores higher on the StockData Score (21 against 18 for TransUnion), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | SPGI | TRU |
|---|---|---|
| Size and price | ||
| Market cap | $136B | $14.7B |
| Share price | $460.66 | $76.79 |
| Change, 1 year | −6.7% | −4.5% |
| Change, 5 years | 0.08% | −32.4% |
| Beta (5Y) | 0.98 | 1.50 |
| Employees | 45K | 14K |
| StockData Score | ||
| Total score | 21 (better) | 18 |
| Valuation score | 2 | 5 (better) |
| Growth score | 6 (better) | 3 |
| Performance score | 6 (better) | 4 |
| Health score | 4 (better) | 2 |
| Dividend score | 3 | 4 (better) |
| Valuation | ||
| P/E | 28.1× | 20.3× (better) |
| P/S | 8.4× | 3.0× (better) |
| P/B | 4.3× | 3.0× (better) |
| EV/EBITDA | 20.5× | 12.9× (better) |
| P/FCF | 24.4× | 18.7× (better) |
| PEG | 2.18 | 1.07 (better) |
| FCF yield | 4.1% | 5.4% (better) |
| Fair value | $453.82 | $115.45 |
| Margin of safety | −1.5% | 33.5% (better) |
| Growth | ||
| Revenue growth (TTM) | 9.7% | 12.4% (better) |
| Revenue growth, 5Y average | 15.6% (better) | 12.6% |
| Net income growth (TTM) | 22.7% | 88.4% (better) |
| EPS growth (TTM) | 26.3% | 90.5% (better) |
| EPS growth, 5Y average | 8.7% (better) | 5.3% |
| Profitability | ||
| Gross margin | 70.9% | – |
| Operating margin | 44.4% (better) | 18.7% |
| Net margin | 30.5% (better) | 15.1% |
| FCF margin | 34.6% (better) | 16.1% |
| Return on equity | 15.2% | 15.8% (better) |
| Return on invested capital | 13.0% (better) | 8.0% |
| Financial health | ||
| Debt / equity | 0.48 (better) | 1.15 |
| Net debt / EBITDA | 1.54 (better) | 3.12 |
| Interest coverage | 22.7× (better) | 3.6× |
| Current ratio | 0.95 | 1.90 (better) |
| Altman Z-score | 4.30 (better) | 2.35 |
| Piotroski F-score | 7 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.84% (better) | 0.64% |
| Payout ratio | 23.5% | 12.9% |
| Years of dividend growth | 5 (better) | 1 |
| Dividend growth, 5Y average | 41.8% | 43.7% (better) |
| Buyback yield | 3.8% (better) | 2.4% |
| Shareholder yield | 4.7% (better) | 3.1% |
| Ownership | ||
| Held by institutions | 88.0% | 112% |
| Held by insiders | 0.11% | 0.78% |
| Insider net buying, 12 months | $3.6M (better) | −$9.3M |
| Superinvestors holding | 14 | – |
| Short interest, % of float | 2.2% | 6.2% |
Go deeper
- SPGI stock overview
- SPGI income statement
- SPGI valuation and score
- TRU stock overview
- TRU income statement
- TRU valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.