MSCI Inc (MSCI) vs TransUnion (TRU)

MSCI Inc and TransUnion are both Financial Data & Stock Exchanges companies. MSCI Inc is the larger, with a market value of $41.8B against $14.2B — 2.9× the size. TransUnion trades at the lower P/E: 19.3× against 31.1×. TransUnion grew revenue faster over the last twelve months: 12.4% against 11.6%. MSCI Inc has the higher net margin (40.7% vs 15.1%) and the higher return on invested capital (34.8% vs 5.99%). Both pay a dividend; MSCI Inc yields more (1.40% vs 0.66%). Across the 20 metrics below, MSCI Inc leads on 10 and TransUnion on 10.

Valuation

Metric MSCI TRU Financial Data & Stock Exchanges median
P/E 31.06 19.34 23.59
P/S 12.43 2.91 6.89
P/B n/m 2.85 4.00
Price to free cash flow 27.76 18.08 19.63
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 3.22% 5.17% 4.04%
Free cash flow yield 3.60% 5.53% 4.39%

Profitability

Metric MSCI TRU Financial Data & Stock Exchanges median
Gross margin 82.98% 58.73% 70.90%
Operating margin 55.66% 18.67% 28.27%
Net margin 40.73% 15.08% 22.52%
Free cash flow margin 44.77% 16.09% 28.57%
Return on equity (75.96%) 15.34% 15.12%
Return on assets 24.74% 6.33% 6.82%
Return on invested capital 34.78% 5.99% 9.96%

Growth

Metric MSCI TRU Financial Data & Stock Exchanges median
Revenue growth (TTM) 11.62% 12.37% 9.16%
EPS growth (last fiscal year) 11.67% 60.00% 15.41%
Revenue growth, 5-year CAGR 13.08% 12.58% 8.62%
Net income growth, 5-year CAGR 14.84% 5.82% 10.27%

Health

Metric MSCI TRU Financial Data & Stock Exchanges median
Debt to equity (2.37) 1.07 0.48
Current ratio 0.89 1.90 1.06
Net debt to EBITDA 2.93 2.83 1.19

Dividend

Metric MSCI TRU Financial Data & Stock Exchanges median
Dividend yield 1.40% 0.66% 1.28%
Payout ratio 0.43 0.13 0.32

Size

Metric MSCI TRU Financial Data & Stock Exchanges median
Market cap 41.81b 14.20b 32.17b

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