TransUnion
NYSE:TRU

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TransUnion
NYSE:TRU
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Price: 84.47 USD 0.33% Market Closed
Market Cap: 16.4B USD

Relative Value

The Relative Value of one TRU stock under the Base Case scenario is 112.97 USD. Compared to the current market price of 84.47 USD, TransUnion is Undervalued by 25%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

TRU Relative Value
Base Case
112.97 USD
Undervaluation 25%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
71
vs Industry
18
Median 3Y
3.8
Median 5Y
4.2
Industry
1.3
Forward
3.6
vs History
55
vs Industry
7
Median 3Y
43.4
Median 5Y
43.8
Industry
18.8
Forward
19.7
vs History
90
vs Industry
19
Median 3Y
21.7
Median 5Y
23.5
Industry
12.7
vs History
49
vs Industry
4
Median 3Y
35.7
Median 5Y
35.8
Industry
17.4
vs History
58
vs Industry
22
Median 3Y
3.6
Median 5Y
3.8
Industry
2.5
vs History
85
vs Industry
13
Median 3Y
5
Median 5Y
5.4
Industry
1.4
Forward
4.5
vs History
73
vs Industry
16
Median 3Y
8.2
Median 5Y
8.6
Industry
3.4
vs History
87
vs Industry
17
Median 3Y
16
Median 5Y
17.7
Industry
9.7
Forward
12.5
vs History
92
vs Industry
14
Median 3Y
29.2
Median 5Y
32.2
Industry
12.5
Forward
22.2
vs History
92
vs Industry
15
Median 3Y
28.5
Median 5Y
28.5
Industry
11.7
vs History
76
vs Industry
10
Median 3Y
46.3
Median 5Y
44.1
Industry
13.8
vs History
50
vs Industry
34
Median 3Y
1.9
Median 5Y
2.1
Industry
1.8

Multiples Across Competitors

TRU Competitors Multiples
TransUnion Competitors

All Multiples
P/S
P/E
EV/EBITDA
EV/EBIT
All Countries
Close
Market Cap P/S P/E EV/EBITDA EV/EBIT
US
TransUnion
NYSE:TRU
16.4B USD 3.7 39 14.8 24.9
UK
Relx PLC
LSE:REL
55.6B GBP 5.8 28.9 16.7 21.2
CA
Thomson Reuters Corp
TSX:TRI
82.1B CAD 8.1 33.9 19.8 27.9
UK
IHS Markit Ltd
F:0M3
37.9B EUR 9.5 36.6 27 40.3
IE
Experian PLC
LSE:EXPN
30.4B GBP 5.1 29.7 159.9 226.4
US
Verisk Analytics Inc
NASDAQ:VRSK
30.8B USD 10.2 33.5 19.1 23.6
US
CoStar Group Inc
NASDAQ:CSGP
28.9B USD 9.5 1 423.5 199.4 -344.8
US
Equifax Inc
NYSE:EFX
25.9B USD 4.4 39.4 15.6 25
NL
Wolters Kluwer NV
AEX:WKL
21.2B EUR 3.5 18.8 12.5 16.4
US
Leidos Holdings Inc
NYSE:LDOS
23.9B USD 1.4 17 11.8 13.5
CH
SGS SA
SIX:SGSN
17.5B CHF 2.5 27.9 20.4 20.4
P/S Multiple
Revenue Growth P/S to Growth
US
TransUnion
NYSE:TRU
Average P/S: 5.8
3.7
8%
0.5
UK
Relx PLC
LSE:REL
5.8
6%
1
CA
Thomson Reuters Corp
TSX:TRI
8.1
7%
1.2
UK
I
IHS Markit Ltd
F:0M3
9.5
N/A N/A
IE
Experian PLC
LSE:EXPN
5.1
10%
0.5
US
Verisk Analytics Inc
NASDAQ:VRSK
10.2
8%
1.3
US
CoStar Group Inc
NASDAQ:CSGP
9.5
17%
0.6
US
Equifax Inc
NYSE:EFX
4.4
9%
0.5
NL
Wolters Kluwer NV
AEX:WKL
3.5
5%
0.7
US
Leidos Holdings Inc
NYSE:LDOS
1.4
4%
0.3
CH
SGS SA
SIX:SGSN
2.5
6%
0.4
P/E Multiple
Earnings Growth PEG
US
TransUnion
NYSE:TRU
Average P/E: 157.1
39
57%
0.7
UK
Relx PLC
LSE:REL
28.9
14%
2.1
CA
Thomson Reuters Corp
TSX:TRI
33.9
1%
33.9
UK
I
IHS Markit Ltd
F:0M3
36.6
N/A N/A
IE
Experian PLC
LSE:EXPN
29.7
21%
1.4
US
Verisk Analytics Inc
NASDAQ:VRSK
33.5
8%
4.2
US
CoStar Group Inc
NASDAQ:CSGP
1 423.5
84%
16.9
US
Equifax Inc
NYSE:EFX
39.4
30%
1.3
NL
Wolters Kluwer NV
AEX:WKL
18.8
11%
1.7
US
Leidos Holdings Inc
NYSE:LDOS
17
10%
1.7
CH
SGS SA
SIX:SGSN
27.9
15%
1.9
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
US
TransUnion
NYSE:TRU
Average EV/EBITDA: 47
14.8
17%
0.9
UK
Relx PLC
LSE:REL
16.7
8%
2.1
CA
Thomson Reuters Corp
TSX:TRI
19.8
7%
2.8
UK
I
IHS Markit Ltd
F:0M3
27
N/A N/A
IE
Experian PLC
LSE:EXPN
159.9
10%
16
US
Verisk Analytics Inc
NASDAQ:VRSK
19.1
10%
1.9
US
CoStar Group Inc
NASDAQ:CSGP
199.4
95%
2.1
US
Equifax Inc
NYSE:EFX
15.6
12%
1.3
NL
Wolters Kluwer NV
AEX:WKL
12.5
7%
1.8
US
Leidos Holdings Inc
NYSE:LDOS
11.8
6%
2
CH
SGS SA
SIX:SGSN
20.4
10%
2
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
US
TransUnion
NYSE:TRU
Average EV/EBIT: 44
24.9
24%
1
UK
Relx PLC
LSE:REL
21.2
12%
1.8
CA
Thomson Reuters Corp
TSX:TRI
27.9
10%
2.8
UK
I
IHS Markit Ltd
F:0M3
40.3
N/A N/A
IE
Experian PLC
LSE:EXPN
226.4
14%
16.2
US
Verisk Analytics Inc
NASDAQ:VRSK
23.6
11%
2.1
US
CoStar Group Inc
NASDAQ:CSGP
Negative Multiple: -344.8
406%
N/A
US
Equifax Inc
NYSE:EFX
25
18%
1.4
NL
Wolters Kluwer NV
AEX:WKL
16.4
9%
1.8
US
Leidos Holdings Inc
NYSE:LDOS
13.5
8%
1.7
CH
SGS SA
SIX:SGSN
20.4
13%
1.6