Moody's Corporation (MCO) vs TransUnion (TRU)

Moody's Corporation and TransUnion are both Financial Data & Stock Exchanges companies. Moody's Corporation is the larger, with a market value of $80.9B against $13.0B — 6.2× the size. TransUnion trades at the lower P/E: 18.1× against 29.6×. TransUnion grew revenue faster over the last twelve months: 12.4% against 11.7%. Moody's Corporation has the higher net margin (34.3% vs 15.1%) and the higher return on invested capital (26.5% vs 5.99%). Both pay a dividend; Moody's Corporation yields more (0.70% vs 0.60%). Across the 23 metrics below, TransUnion leads on 13 and Moody's Corporation on 10.

Valuation

Metric MCO TRU Financial Data & Stock Exchanges median
P/E 29.65 18.06 21.77
P/S 10.01 2.72 7.79
P/B 25.79 2.66 3.85
Price to free cash flow 27.52 16.88 18.75
EV/EBITDA 20.99 11.73 15.55
EV/Sales 10.67 3.64 6.94
Earnings yield 3.37% 5.54% 4.49%
Free cash flow yield 3.63% 5.92% 4.68%

Profitability

Metric MCO TRU Financial Data & Stock Exchanges median
Gross margin 74.98% 58.73% 70.90%
Operating margin 44.79% 18.67% 29.55%
Net margin 34.25% 15.08% 23.21%
Free cash flow margin 36.36% 16.09% 29.05%
Return on equity 76.85% 15.34% 15.34%
Return on assets 18.53% 6.33% 6.82%
Return on invested capital 26.51% 5.99% 9.96%

Growth

Metric MCO TRU Financial Data & Stock Exchanges median
Revenue growth (TTM) 11.67% 12.37% 9.16%
EPS growth (last fiscal year) 21.40% 60.00% —
Revenue growth, 5-year CAGR 7.52% 12.58% 7.76%
Net income growth, 5-year CAGR 6.70% 5.82% 9.78%

Health

Metric MCO TRU Financial Data & Stock Exchanges median
Debt to equity 2.19 1.07 0.48
Current ratio 1.19 1.90 1.06
Net debt to EBITDA 1.19 2.83 1.08

Dividend

Metric MCO TRU Financial Data & Stock Exchanges median
Dividend yield 0.70% 0.60% 1.16%
Payout ratio 0.38 0.38 0.42

Size

Metric MCO TRU Financial Data & Stock Exchanges median
Market cap 80.94b 13.04b 27.94b

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