TransUnion reported second-quarter organic revenue growth of 10%, roughly steady with 11% in the first quarter, and adjusted earnings per share growth of 13%. It also modestly increased its full-year adjusted EPS outlook. Shares rose 10% intraday on July 28.
After guidance misses and other issues, TransUnion's shares are cheap relative to peers and thus offer more room for upside.
The majority of TransUnion's revenue is transaction-based and so growth is primarily driven by volume. Mortgage volumes have disappointed in recent years.
|
Metric
|
TRU
|
FICO
|
EXPN
|
|---|---|---|---|
Price/Earnings (Normalized) | 17.58 | 27.31 | 21.06 |
Price/Book Value | 3.18 | — | 6.17 |
Price/Sales | 3.21 | 10.72 | 4.21 |
Price/Cash Flow | 12.15 | 25.13 | 14.82 |
|
Metric
|
TRU
|
FICO
|
EXPN
|
|---|---|---|---|
Quick Ratio | 1.65 | 1.13 | 0.85 |
Current Ratio | 1.90 | 1.18 | 0.85 |
Interest Coverage | 4.54 | 6.72 | 9.44 |
|
Metric
|
TRU
|
FICO
|
EXPN
|
|---|---|---|---|
Return on Assets (Normalized) | 7.75% | 48.40% | 12.09% |
Return on Equity (Normalized) | 19.38% | — | 30.80% |
Return on Invested Capital (Normalized) | 10.62% | 74.96% | 16.63% |
|
1-Day Chart
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United States