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 $15.8B against $12.0B — 1.3× the size. TransUnion trades at the lower P/E: 19.9× against 23.2×. TransUnion grew revenue faster over the last twelve months: 13.5% against 6.65%. FactSet Research Systems Inc. has the higher net margin (21.5% vs 15.8%) and the higher return on invested capital (14.1% vs 6.43%). Both pay a dividend; FactSet Research Systems Inc. yields more (1.33% vs 0.59%). Across the 21 metrics below, TransUnion leads on 11 and FactSet Research Systems Inc. on 10.

Valuation

Metric FDS TRU Financial Data & Stock Exchanges median
P/E 23.22 19.88 24.85
P/S 5.00 3.14 6.75
P/B 6.18 3.17 4.56
Price to free cash flow 17.49 17.40 20.23
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 4.31% 5.03% 4.00%
Free cash flow yield 5.72% 5.75% 4.59%

Profitability

Metric FDS TRU Financial Data & Stock Exchanges median
Gross margin 50.61% 58.82% 72.83%
Operating margin 28.27% 19.32% 29.06%
Net margin 21.54% 15.83% 25.36%
Free cash flow margin 28.57% 18.06% 32.14%
Return on equity 25.47% 16.66% 17.00%
Return on assets 12.64% 6.88% 8.22%
Return on invested capital 14.08% 6.43% 10.55%

Growth

Metric FDS TRU Financial Data & Stock Exchanges median
Revenue growth (TTM) 6.65% 13.45% 10.44%
EPS growth (last fiscal year) (6.30%) 60.00% 13.54%
Revenue growth, 5-year CAGR 9.24% 12.58% 9.24%
Net income growth, 5-year CAGR 5.95% 5.82% 10.85%

Health

Metric FDS TRU Financial Data & Stock Exchanges median
Debt to equity 0.68 1.07 0.67
Current ratio 0.60 2.03 1.04
Net debt to EBITDA 1.21 2.83 1.20

Dividend

Metric FDS TRU Financial Data & Stock Exchanges median
Dividend yield 1.33% 0.59% 1.13%
Payout ratio 0.31 0.12 0.29

Size

Metric FDS TRU Financial Data & Stock Exchanges median
Market cap 12.00b 15.81b 38.07b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack