Stock TRU TRANSUNION
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Financials TransUnion

Equities

TRU

US89400J1079

Professional Information Services

Market Closed - Nyse
Other stock markets
 04:02:47 2024-04-26 pm EDT 		5-day change 1st Jan Change
74.49 USD +0.27% Intraday chart for TransUnion +11.68% +8.41%
Apr. 25 TransUnion Q1 Adjusted Earnings, Revenue Gain; Sets Q2 Outlook; Raises 2024 Guidance; Shares Rise MT
Apr. 25 Transcript : TransUnion, Q1 2024 Earnings Call, Apr 25, 2024

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 16,120 18,882 22,720 10,936 13,309 14,468 - -
Enterprise Value (EV) 1 19,503 21,843 27,243 16,021 18,170 18,979 18,415 17,618
P/E ratio 47.3 x 55.4 x 16.5 x 40.5 x -64.2 x 54.2 x 26.7 x 21 x
Yield 0.35% 0.3% 0.32% 0.7% 0.61% 0.59% 0.66% 0.77%
Capitalization / Revenue 6.07 x 6.95 x 7.68 x 2.95 x 3.47 x 3.56 x 3.29 x 2.99 x
EV / Revenue 7.34 x 8.04 x 9.2 x 4.32 x 4.74 x 4.67 x 4.19 x 3.64 x
EV / EBITDA 18.4 x 20.9 x 23.5 x 11.9 x 13.5 x 13.1 x 11.3 x 9.91 x
EV / FCF 33.7 x 38.1 x 46.6 x -16,021 x 53.7 x 45.5 x 24.3 x 17.4 x
FCF Yield 2.96% 2.62% 2.14% -0.01% 1.86% 2.2% 4.11% 5.73%
Price to Book 7.19 x 7.44 x 5.82 x 2.62 x 3.32 x 3.28 x 3.03 x 2.88 x
Nbr of stocks (in thousands) 188,300 190,300 191,600 192,700 193,700 194,229 - -
Reference price 2 85.61 99.22 118.6 56.75 68.71 74.49 74.49 74.49
Announcement Date 2/18/20 2/16/21 2/22/22 2/14/23 2/13/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 2,656 2,717 2,960 3,710 3,831 4,068 4,396 4,846
EBITDA 1 1,059 1,045 1,157 1,346 1,344 1,447 1,632 1,777
EBIT 1 909.8 873.3 1,020 1,165 1,134 1,230 1,379 1,516
Operating Margin 34.25% 32.15% 34.45% 31.39% 29.59% 30.25% 31.37% 31.28%
Earnings before Tax (EBT) 1 440.5 455.8 501.4 387.2 -145.3 420 732.1 879.5
Net income 1 346.9 343.2 1,387 269.5 -206.2 315.4 541.5 658.6
Net margin 13.06% 12.63% 46.86% 7.26% -5.38% 7.75% 12.32% 13.59%
EPS 2 1.810 1.790 7.190 1.400 -1.070 1.375 2.786 3.550
Free Cash Flow 1 578.2 573.3 584.1 -1 338.4 417.5 757.1 1,010
FCF margin 21.77% 21.1% 19.73% -0.03% 8.83% 10.26% 17.22% 20.85%
FCF Conversion (EBITDA) 54.6% 54.87% 50.49% - 25.18% 28.84% 46.39% 56.86%
FCF Conversion (Net income) 166.68% 167.05% 42.11% - - 132.36% 139.82% 153.41%
Dividend per Share 2 0.3000 0.3000 0.3800 0.4000 0.4200 0.4400 0.4929 0.5750
Announcement Date 2/18/20 2/16/21 2/22/22 2/14/23 2/13/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Net sales 1 789.8 921.3 948.3 938.2 902.1 940.3 968 968.7 954.3 1,021 1,018 1,024 1,012 1,088 1,098
EBITDA 1 282.4 334.2 350.3 340.7 321.3 322.3 339.1 356.1 326 358.2 364 377.3 360 395.4 414.4
EBIT 1 264.8 293.7 304.9 289.4 276.7 274.9 299.6 288.9 270.1 311.5 310 311.7 299.1 339.1 350.8
Operating Margin 33.53% 31.88% 32.15% 30.85% 30.67% 29.24% 30.95% 29.82% 28.3% 30.5% 30.45% 30.45% 29.55% 31.17% 31.94%
Earnings before Tax (EBT) 1 50.7 76.7 128.5 110.8 71.2 75.6 76.6 -372.7 -5.8 83 124.9 136 123.9 170.9 189.6
Net income 1 1,017 48.3 95.6 79.2 46.4 52.6 53.9 -399.8 6.1 65.1 85.15 102.2 88.54 122.4 143.2
Net margin 128.82% 5.24% 10.08% 8.44% 5.14% 5.59% 5.57% -41.27% 0.64% 6.37% 8.36% 9.99% 8.75% 11.25% 13.04%
EPS 2 5.270 0.2500 0.4900 0.4100 0.2400 0.2700 0.2800 -2.070 0.0300 0.3300 0.3500 0.4650 0.3960 0.6333 0.7633
Dividend per Share 2 0.0950 0.0950 0.0950 0.1050 0.1050 0.1050 0.1050 - 0.1050 - 0.1125 0.1125 0.1125 0.1125 0.1175
Announcement Date 2/22/22 4/26/22 7/26/22 10/25/22 2/14/23 4/25/23 7/25/23 10/24/23 2/13/24 4/25/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 3,383 2,961 4,524 5,085 4,861 4,511 3,946 3,150
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 3.195 x 2.834 x 3.91 x 3.776 x 3.617 x 3.116 x 2.418 x 1.773 x
Free Cash Flow 1 578 573 584 -1 338 418 757 1,010
ROE (net income / shareholders' equity) 16.8% 14.3% 43% 6.67% -5.04% 16.1% 18.1% 21.9%
ROA (Net income/ Total Assets) 4.9% 4.76% 2.81% 2.22% -1.81% 2.75% 4.89% 5.98%
Assets 1 7,077 7,212 49,300 12,151 11,387 11,477 11,071 11,014
Book Value Per Share 2 11.90 13.30 20.40 21.60 20.70 22.70 24.60 25.90
Cash Flow per Share 2 4.050 4.100 4.190 1.540 3.360 4.180 6.130 6.980
Capex 1 199 214 224 298 311 357 350 328
Capex / Sales 7.47% 7.88% 7.57% 8.04% 8.11% 8.78% 7.95% 6.76%
Announcement Date 2/18/20 2/16/21 2/22/22 2/14/23 2/13/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for TransUnion

Trading Rating
Investor Rating
ESG Refinitiv
C+
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
19
Last Close Price
74.49 USD
Average target price
89.84 USD
Spread / Average Target
+20.60%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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