TransUnion

TransUnion

TRU

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Market Cap$15.33B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
TransUnionTransUnion20.90.6%18%3.21.2

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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$92.42

Target Price by Analysts

13.9% upsideTransUnion Target Price DetailsTarget Price
$28.27

Current Fair Value

65.1% downside

Overvalued by 65.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$15.33 Billion
Enterprise Value$20.29 Billion
Dividend Yield$0.48 (0.60%)
Earnings per Share$2.34
Beta1.55
Outstanding Shares192,300,000

Return

Return on Equity17.51%ROE
Return on Assets6.96%
Return on Invested Capital8.89%

Valuation & Multiples

P/E Ratio20.89P/E Ratio
PEG15.98PEG
Price to Sales3.25Price to Sales
Price to Book Ratio3.25Price to Book Ratio
Enterprise Value to Revenue4.14
Enterprise Value to EBIT20.67
Enterprise Value to Net Income23
Total Debt to Enterprise0.29
Debt to Equity1.2Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 28, 2026
EPS Estimate
$1.16
Average shareholder expectation
Revenue Estimate
$1.28 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 22, 2026
EPS Estimate
$1.21
Average shareholder expectation
Revenue Estimate
$1.31 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.6566 27.05%
Total Calls9,900 91.44%
Total Puts6,500 93.94%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %26.96% 82.93%
Total Invested$4.47B 71.11%
Investors Holding246 324.00%

ESG Score

No data

About TransUnion

CEO: Christopher Cartwright