FactSet Research Systems Inc. (FDS) vs TransUnion (TRU)

FactSet Research Systems Inc. and TransUnion are both Financial Data & Stock Exchanges companies. TransUnion is the larger, with a market value of $13.0B against $9.7B — 1.4× the size. FactSet Research Systems Inc. trades at the lower P/E: 17.9× against 18.1×. TransUnion grew revenue faster over the last twelve months: 12.4% against 6.62%. FactSet Research Systems Inc. has the higher net margin (23.2% vs 15.1%) and the higher return on invested capital (14.5% vs 5.99%). Both pay a dividend; FactSet Research Systems Inc. yields more (0.86% vs 0.60%). Across the 23 metrics below, FactSet Research Systems Inc. leads on 14 and TransUnion on 9.

Valuation

Metric FDS TRU Financial Data & Stock Exchanges median
P/E 17.90 18.06 21.77
P/S 4.05 2.72 7.79
P/B 4.85 2.66 3.85
Price to free cash flow 13.93 16.88 18.75
EV/EBITDA 11.78 11.73 15.55
EV/Sales 4.49 3.64 6.94
Earnings yield 5.59% 5.54% 4.49%
Free cash flow yield 7.18% 5.92% 4.68%

Profitability

Metric FDS TRU Financial Data & Stock Exchanges median
Gross margin 51.38% 58.73% 70.90%
Operating margin 29.55% 18.67% 29.55%
Net margin 23.21% 15.08% 23.21%
Free cash flow margin 29.05% 16.09% 29.05%
Return on equity 27.03% 15.34% 15.34%
Return on assets 13.27% 6.33% 6.82%
Return on invested capital 14.45% 5.99% 9.96%

Growth

Metric FDS TRU Financial Data & Stock Exchanges median
Revenue growth (TTM) 6.62% 12.37% 9.16%
EPS growth (last fiscal year) 11.79% 60.00% —
Revenue growth, 5-year CAGR 9.22% 12.58% 7.76%
Net income growth, 5-year CAGR 9.87% 5.82% 9.78%

Health

Metric FDS TRU Financial Data & Stock Exchanges median
Debt to equity 0.68 1.07 0.48
Current ratio 0.68 1.90 1.06
Net debt to EBITDA 1.08 2.83 1.08

Dividend

Metric FDS TRU Financial Data & Stock Exchanges median
Dividend yield 0.86% 0.60% 1.16%
Payout ratio 0.31 0.38 0.42

Size

Metric FDS TRU Financial Data & Stock Exchanges median
Market cap 9.65b 13.04b 27.94b

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