TransUnion

TransUnion

TRU

Market Cap$16.8B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
TransUnionTransUnion45.70.5%7%4.11.2

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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$85.00

Target Price by Analysts

1.3% downsideTransUnion Target Price DetailsTarget Price
$45.55

Current Fair Value

47.1% downside

Overvalued by 47.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$16.80 Billion
Enterprise Value$21.32 Billion
Dividend Yield$0.43 (0.499361282081059%)
Earnings per Share$1.46
Beta1.67
Outstanding Shares195,100,000

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio45.74
PEG17.55
Price to Sales4.1
Price to Book Ratio3.74
Enterprise Value to Revenue5.01
Enterprise Value to EBIT-91.02
Enterprise Value to Net Income70
Total Debt to Enterprise0.24
Debt to Equity1.17

Revenue Sources

No data

Insider Trades

ESG Score

No data

About TransUnion

CEO: Christopher Cartwright