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 $125.2B against $14.2B — 8.8× the size. TransUnion trades at the lower P/E: 19.3× against 26.2×. 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 (0.90% vs 0.66%). Across the 21 metrics below, S&P Global Inc. leads on 11 and TransUnion on 10.

Valuation

Metric SPGI TRU Financial Data & Stock Exchanges median
P/E 26.19 19.34 23.59
P/S 7.87 2.91 6.89
P/B 4.01 2.85 4.00
Price to free cash flow 22.75 18.08 19.63
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 3.82% 5.17% 4.04%
Free cash flow yield 4.39% 5.53% 4.39%

Profitability

Metric SPGI TRU Financial Data & Stock Exchanges median
Gross margin 70.90% 58.73% 70.90%
Operating margin 44.43% 18.67% 28.27%
Net margin 30.53% 15.08% 22.52%
Free cash flow margin 34.57% 16.09% 28.57%
Return on equity 15.12% 15.34% 15.12%
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% 15.41%
Revenue growth, 5-year CAGR 15.56% 12.58% 8.62%
Net income growth, 5-year CAGR 13.83% 5.82% 10.27%

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 1.19

Dividend

Metric SPGI TRU Financial Data & Stock Exchanges median
Dividend yield 0.90% 0.66% 1.28%
Payout ratio 0.24 0.13 0.32

Size

Metric SPGI TRU Financial Data & Stock Exchanges median
Market cap 125.23b 14.20b 32.17b

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