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 $14.2B against $10.7B — 1.3× the size. TransUnion trades at the lower P/E: 19.3× against 20.6×. TransUnion grew revenue faster over the last twelve months: 12.4% against 6.65%. FactSet Research Systems Inc. has the higher net margin (21.5% vs 15.1%) and the higher return on invested capital (14.1% vs 5.99%). Both pay a dividend; FactSet Research Systems Inc. yields more (1.50% vs 0.66%). Across the 21 metrics below, FactSet Research Systems Inc. leads on 11 and TransUnion on 10.

Valuation

Metric FDS TRU Financial Data & Stock Exchanges median
P/E 20.65 19.34 23.59
P/S 4.31 2.91 6.89
P/B 5.26 2.85 4.00
Price to free cash flow 15.10 18.08 19.63
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 4.84% 5.17% 4.04%
Free cash flow yield 6.62% 5.53% 4.39%

Profitability

Metric FDS TRU Financial Data & Stock Exchanges median
Gross margin 50.61% 58.73% 70.90%
Operating margin 28.27% 18.67% 28.27%
Net margin 21.54% 15.08% 22.52%
Free cash flow margin 28.57% 16.09% 28.57%
Return on equity 0.00% 15.34% 15.12%
Return on assets 12.63% 6.33% 6.82%
Return on invested capital 14.08% 5.99% 9.96%

Growth

Metric FDS TRU Financial Data & Stock Exchanges median
Revenue growth (TTM) 6.65% 12.37% 9.16%
EPS growth (last fiscal year) (6.29%) 60.00% 15.41%
Revenue growth, 5-year CAGR 9.24% 12.58% 8.62%
Net income growth, 5-year CAGR 5.95% 5.82% 10.27%

Health

Metric FDS TRU Financial Data & Stock Exchanges median
Debt to equity 0.68 1.07 0.48
Current ratio 0.60 1.90 1.06
Net debt to EBITDA 1.21 2.83 1.19

Dividend

Metric FDS TRU Financial Data & Stock Exchanges median
Dividend yield 1.50% 0.66% 1.28%
Payout ratio 0.31 0.13 0.32

Size

Metric FDS TRU Financial Data & Stock Exchanges median
Market cap 10.73b 14.20b 32.17b

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