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 $41.0B against $13.0B — 3.1× the size. TransUnion trades at the lower P/E: 18.1× against 30.1×. 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 (1.04% vs 0.60%). Across the 22 metrics below, TransUnion leads on 12 and MSCI Inc on 10.

Valuation

Metric MSCI TRU Financial Data & Stock Exchanges median
P/E 30.13 18.06 21.77
P/S 12.05 2.72 7.79
P/B n/m 2.66 3.85
Price to free cash flow 26.92 16.88 18.75
EV/EBITDA 22.18 11.73 15.55
EV/Sales 13.86 3.64 6.94
Earnings yield 3.32% 5.54% 4.49%
Free cash flow yield 3.71% 5.92% 4.68%

Profitability

Metric MSCI TRU Financial Data & Stock Exchanges median
Gross margin 82.98% 58.73% 70.90%
Operating margin 55.66% 18.67% 29.55%
Net margin 40.73% 15.08% 23.21%
Free cash flow margin 44.77% 16.09% 29.05%
Return on equity (75.96%) 15.34% 15.34%
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% —
Revenue growth, 5-year CAGR 13.08% 12.58% 7.76%
Net income growth, 5-year CAGR 14.84% 5.82% 9.78%

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 1.08

Dividend

Metric MSCI TRU Financial Data & Stock Exchanges median
Dividend yield 1.04% 0.60% 1.16%
Payout ratio 0.46 0.38 0.42

Size

Metric MSCI TRU Financial Data & Stock Exchanges median
Market cap 41.00b 13.04b 27.94b

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