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 $46.9B against $15.8B — 3.0× the size. TransUnion trades at the lower P/E: 19.9× against 34.8×. TransUnion grew revenue faster over the last twelve months: 13.5% against 12.3%. MSCI Inc has the higher net margin (40.3% vs 15.8%) and the higher return on invested capital (34.7% vs 6.43%). Both pay a dividend; MSCI Inc yields more (1.21% vs 0.59%). 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 34.79 19.88 24.85
P/S 13.83 3.14 6.75
P/B n/m 3.17 4.56
Price to free cash flow 32.64 17.40 20.23
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 2.87% 5.03% 4.00%
Free cash flow yield 3.06% 5.75% 4.59%

Profitability

Metric MSCI TRU Financial Data & Stock Exchanges median
Gross margin 82.89% 58.82% 72.83%
Operating margin 55.65% 19.32% 29.06%
Net margin 40.31% 15.83% 25.36%
Free cash flow margin 42.38% 18.06% 32.14%
Return on equity (56.11%) 16.66% 17.00%
Return on assets 25.19% 6.88% 8.22%
Return on invested capital 34.71% 6.43% 10.55%

Growth

Metric MSCI TRU Financial Data & Stock Exchanges median
Revenue growth (TTM) 12.34% 13.45% 10.44%
EPS growth (last fiscal year) 11.67% 60.00% 13.54%
Revenue growth, 5-year CAGR 13.08% 12.58% 9.24%
Net income growth, 5-year CAGR 14.84% 5.82% 10.85%

Health

Metric MSCI TRU Financial Data & Stock Exchanges median
Debt to equity (2.23) 1.07 0.67
Current ratio 0.82 2.03 1.04
Net debt to EBITDA 2.93 2.83 1.20

Dividend

Metric MSCI TRU Financial Data & Stock Exchanges median
Dividend yield 1.21% 0.59% 1.13%
Payout ratio 0.42 0.12 0.29

Size

Metric MSCI TRU Financial Data & Stock Exchanges median
Market cap 46.90b 15.81b 38.07b

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