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 $14.2B against $7.9B — 1.8× the size. TransUnion trades at the lower P/E: 19.3× against 19.5×. TransUnion grew revenue faster over the last twelve months: 12.4% against 9.33%. Morningstar, Inc. has the higher net margin (16.4% vs 15.1%) and the higher return on invested capital (17.1% vs 5.99%). Both pay a dividend; Morningstar, Inc. yields more (0.96% vs 0.66%). Across the 21 metrics below, Morningstar, Inc. leads on 12 and TransUnion on 9.

Valuation

Metric MORN TRU Financial Data & Stock Exchanges median
P/E 19.54 19.34 23.59
P/S 3.05 2.91 6.89
P/B 7.66 2.85 4.00
Price to free cash flow 15.76 18.08 19.63
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 5.12% 5.17% 4.04%
Free cash flow yield 6.35% 5.53% 4.39%

Profitability

Metric MORN TRU Financial Data & Stock Exchanges median
Gross margin 62.24% 58.73% 70.90%
Operating margin 23.53% 18.67% 28.27%
Net margin 16.43% 15.08% 22.52%
Free cash flow margin 19.38% 16.09% 28.57%
Return on equity 31.96% 15.34% 15.12%
Return on assets 11.13% 6.33% 6.82%
Return on invested capital 17.05% 5.99% 9.96%

Growth

Metric MORN TRU Financial Data & Stock Exchanges median
Revenue growth (TTM) 9.33% 12.37% 9.16%
EPS growth (last fiscal year) 3.38% 60.00% 15.41%
Revenue growth, 5-year CAGR 11.97% 12.58% 8.62%
Net income growth, 5-year CAGR 10.85% 5.82% 10.27%

Health

Metric MORN TRU Financial Data & Stock Exchanges median
Debt to equity 1.67 1.07 0.48
Current ratio 1.06 1.90 1.06
Net debt to EBITDA 0.76 2.83 1.19

Dividend

Metric MORN TRU Financial Data & Stock Exchanges median
Dividend yield 0.96% 0.66% 1.28%
Payout ratio 0.19 0.13 0.32

Size

Metric MORN TRU Financial Data & Stock Exchanges median
Market cap 7.85b 14.20b 32.17b

Compare with another peer

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