Morningstar, Inc. (MORN) vs TransUnion (TRU)

Morningstar, Inc. and TransUnion are both Financial Data & Stock Exchanges companies. TransUnion is the larger, with a market value of $15.8B against $9.2B — 1.7× the size. TransUnion trades at the lower P/E: 19.9× against 21.5×. TransUnion grew revenue faster over the last twelve months: 13.5% against 9.43%. Morningstar, Inc. has the higher net margin (17.0% vs 15.8%) and the higher return on invested capital (18.5% vs 6.43%). Both pay a dividend; Morningstar, Inc. yields more (0.81% vs 0.59%). Across the 21 metrics below, TransUnion leads on 11 and Morningstar, Inc. on 10.

Valuation

Metric MORN TRU Financial Data & Stock Exchanges median
P/E 21.46 19.88 24.85
P/S 3.53 3.14 6.75
P/B 9.01 3.17 4.56
Price to free cash flow 18.76 17.40 20.23
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 4.66% 5.03% 4.00%
Free cash flow yield 5.33% 5.75% 4.59%

Profitability

Metric MORN TRU Financial Data & Stock Exchanges median
Gross margin 63.07% 58.82% 72.83%
Operating margin 24.55% 19.32% 29.06%
Net margin 17.00% 15.83% 25.36%
Free cash flow margin 18.80% 18.06% 32.14%
Return on equity 35.08% 16.66% 17.00%
Return on assets 11.87% 6.88% 8.22%
Return on invested capital 18.45% 6.43% 10.55%

Growth

Metric MORN TRU Financial Data & Stock Exchanges median
Revenue growth (TTM) 9.43% 13.45% 10.44%
EPS growth (last fiscal year) 3.38% 60.00% 13.54%
Revenue growth, 5-year CAGR 11.97% 12.58% 9.24%
Net income growth, 5-year CAGR 10.85% 5.82% 10.85%

Health

Metric MORN TRU Financial Data & Stock Exchanges median
Debt to equity 1.64 1.07 0.67
Current ratio 1.05 2.03 1.04
Net debt to EBITDA 0.76 2.83 1.20

Dividend

Metric MORN TRU Financial Data & Stock Exchanges median
Dividend yield 0.81% 0.59% 1.13%
Payout ratio 0.17 0.12 0.29

Size

Metric MORN TRU Financial Data & Stock Exchanges median
Market cap 9.17b 15.81b 38.07b

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