TransUnion
TRU - Insider Information
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+ FollowMarket Cap$14.64B
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Earnings Call Q3 2024
October 23, 2024 - AI Summary
**Strong Financial Performance**: TransUnion reported a 12% revenue growth in Q3 2024, surpassing the 8%-10% guidance. Excluding the mortgage business, revenue growth exceeded 8%. Adjusted EBITDA increased by 11%, resulting in an adjusted EBITDA margin of 36.3%. The adjusted diluted earnings per share was $1.04, a 14% increase year-over-year.
**Guidance Raise**: The company raised its full-year 2024 revenue guidance to between $4.161 billion and $4.181 billion, equating to a 9% increase year-over-year. Adjusted EBITDA is projected to be between $1.488 billion and $1.503 billion, indicating an 11%-12% growth, highlighting confidence in continued performance despite economic pressures.
**Transformation Program Progress**: TransUnion is actively executing a transformation program aimed at driving cost savings and innovation, with an expected $200 million in one-time charges for 2024. The integration of the OneTru platform is enhancing product offerings, with a reported $50 million in new bookings from recently launched solutions, which could bolster future revenue growth.
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Share Statistics
| Market cap | $14.64 Billion |
|---|---|
| Enterprise Value | $19.60 Billion |
| Annual dividend | $0.49 |
| Dividend yield | 0.64% |
| Earnings per Share | $2.34 |
| Beta | 1.54 |
| Outstanding Shares | 191,100,000 |
Return
| Return on Equity | 18.74% |
|---|---|
| Return on Assets | 7.44% |
| Return on Invested Capital | 9.46% |
Valuation & Multiples
| P/E Ratio | 18.5 |
|---|---|
| PEG | 29.99 |
| Price to Sales | 3.16 |
| Price to Book Ratio | 3.16 |
| Enterprise Value to Revenue | 3.89 |
| Enterprise Value to EBIT | 18.77 |
| Enterprise Value to Net Income | 21 |
| Total Debt to Enterprise | 0.3 |
| Debt to Equity | 1.2 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 27, 2026
EPS Estimate
$1.21
Consensus analyst estimateRevenue Estimate
$1.31 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 11, 2027
EPS Estimate
$1.20
Consensus analyst estimateRevenue Estimate
$1.29 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 21.06% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.01%▼ 107.36% |
|---|---|
| Total Invested | $472.21M▼ 97.09% |
| Investors Holding | 158▼ 376.00% |
About TransUnion
CEO: Christopher Cartwright
