S&P Global Inc. (SPGI) vs TransUnion (TRU)

S&P Global Inc. and TransUnion are both Financial Data & Stock Exchanges companies. S&P Global Inc. is the larger, with a market value of $119.1B against $13.0B — 9.1× the size. TransUnion trades at the lower P/E: 18.1× against 24.6×. TransUnion grew revenue faster over the last twelve months: 12.4% against 9.67%. S&P Global Inc. has the higher net margin (30.5% vs 15.1%) and the higher return on invested capital (10.5% vs 5.99%). Both pay a dividend; S&P Global Inc. yields more (0.88% vs 0.60%). Across the 23 metrics below, TransUnion leads on 12 and S&P Global Inc. on 11.

Valuation

Metric SPGI TRU Financial Data & Stock Exchanges median
P/E 24.61 18.06 21.77
P/S 7.39 2.72 7.79
P/B 3.77 2.66 3.85
Price to free cash flow 21.38 16.88 18.75
EV/EBITDA 15.55 11.73 15.55
EV/Sales 8.07 3.64 6.94
Earnings yield 4.06% 5.54% 4.49%
Free cash flow yield 4.68% 5.92% 4.68%

Profitability

Metric SPGI TRU Financial Data & Stock Exchanges median
Gross margin 70.90% 58.73% 70.90%
Operating margin 44.43% 18.67% 29.55%
Net margin 30.53% 15.08% 23.21%
Free cash flow margin 34.57% 16.09% 29.05%
Return on equity 15.12% 15.34% 15.34%
Return on assets 7.98% 6.33% 6.82%
Return on invested capital 10.50% 5.99% 9.96%

Growth

Metric SPGI TRU Financial Data & Stock Exchanges median
Revenue growth (TTM) 9.67% 12.37% 9.16%
EPS growth (last fiscal year) 18.70% 60.00% —
Revenue growth, 5-year CAGR 15.56% 12.58% 7.76%
Net income growth, 5-year CAGR 13.83% 5.82% 9.78%

Health

Metric SPGI TRU Financial Data & Stock Exchanges median
Debt to equity 0.48 1.07 0.48
Current ratio 0.95 1.90 1.06
Net debt to EBITDA 1.47 2.83 1.08

Dividend

Metric SPGI TRU Financial Data & Stock Exchanges median
Dividend yield 0.88% 0.60% 1.16%
Payout ratio 0.49 0.38 0.42

Size

Metric SPGI TRU Financial Data & Stock Exchanges median
Market cap 119.08b 13.04b 27.94b

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