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 8.8 times as much as TransUnion ($136B against $15.5B).
On earnings, TransUnion is cheaper: it trades at 19.7× trailing earnings, against 27.9× for S&P Global.
S&P Global grew revenue faster over the last twelve months (18.2% versus 13.4% for TransUnion).
S&P Global keeps more of each dollar of sales as profit, with a net margin of 29.0% compared with 15.8% at TransUnion.
Both pay dividends: S&P Global yields 0.83% and TransUnion 0.60%.
S&P Global scores higher on the StockData Score (21 against 19 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 | $15.5B |
| Share price | $468.51 | $81.07 |
| Change, 1 year | −5.9% | −1.6% |
| Change, 5 years | 1.6% | −30.9% |
| Beta (5Y) | 0.96 | 1.48 |
| Employees | 45K | 14K |
| StockData Score | ||
| Total score | 21 (better) | 19 |
| Valuation score | 2 | 5 (better) |
| Growth score | 6 (better) | 3 |
| Performance score | 6 (better) | 4 |
| Health score | 4 (better) | 3 |
| Dividend score | 3 | 4 (better) |
| Valuation | ||
| P/E | 27.9× | 19.7× (better) |
| P/S | 7.9× | 3.1× (better) |
| P/B | 6.9× | 3.2× (better) |
| EV/EBITDA | 18.9× | 12.6× (better) |
| P/FCF | 23.3× | 17.0× (better) |
| PEG | 2.17 | 1.04 (better) |
| FCF yield | 4.3% | 5.9% (better) |
| Fair value | $459.63 | $122.02 |
| Margin of safety | −1.9% | 33.6% (better) |
| Growth | ||
| Revenue growth (TTM) | 18.2% (better) | 13.4% |
| Revenue growth, 5Y average | 15.6% (better) | 12.6% |
| Net income growth (TTM) | 18.2% | 89.8% (better) |
| EPS growth (TTM) | 22.3% | 93.0% (better) |
| EPS growth, 5Y average | 8.7% (better) | 5.3% |
| Profitability | ||
| Gross margin | 70.9% | – |
| Operating margin | 45.1% (better) | 19.3% |
| Net margin | 29.0% (better) | 15.8% |
| FCF margin | 33.9% (better) | 18.1% |
| Return on equity | 18.9% (better) | 17.1% |
| Return on invested capital | 16.2% (better) | 8.8% |
| Financial health | ||
| Debt / equity | 0.66 (better) | 1.13 |
| Net debt / EBITDA | 1.37 (better) | 2.86 |
| Interest coverage | 24.0× (better) | 3.8× |
| Current ratio | 0.74 | 2.03 (better) |
| Altman Z-score | 4.88 (better) | 2.49 |
| Piotroski F-score | 7 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.83% (better) | 0.60% |
| Payout ratio | 23.0% | 12.1% |
| Years of dividend growth | 5 (better) | 1 |
| Dividend growth, 5Y average | 41.8% | 43.7% (better) |
| Buyback yield | 4.9% (better) | 2.4% |
| Shareholder yield | 5.7% (better) | 3.0% |
| Ownership | ||
| Held by institutions | 89.5% | 112% |
| Held by insiders | 0.11% | 0.83% |
| Insider net buying, 12 months | $3.6M (better) | −$12.8M |
| Superinvestors holding | 14 | – |
| Short interest, % of float | 1.5% | 6.8% |
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.