S&P Global Inc (SPGI)vsTransUnion (TRU)
SPGI
S&P Global Inc
$424.44
+1.23%
FINANCIAL SERVICES · Cap: $123.57B
TRU
TransUnion
$70.66
+0.07%
FINANCIAL SERVICES · Cap: $12.75B
Smart Verdict
WallStSmart Research — data-driven comparison
S&P Global Inc generates 233% more annual revenue ($15.73B vs $4.73B). SPGI leads profitability with a 30.4% profit margin vs 14.9%. TRU appears more attractively valued with a PEG of 1.06. TRU earns a higher WallStSmart Score of 72/100 (B).
SPGI
Strong Buy71
out of 100
Grade: B
TRU
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 44.3%
Large-cap with strong market position
Earnings expanding 32.5% YoY
Generating 1.0B in free cash flow
Earnings expanding 172.0% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : SPGI
The strongest argument for SPGI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.4% and operating margin at 44.3%. Revenue growth of 10.4% demonstrates continued momentum.
Bull Case : TRU
The strongest argument for TRU centers on EPS Growth. Revenue growth of 13.7% demonstrates continued momentum. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bear Case : SPGI
The primary concerns for SPGI are PEG Ratio, P/E Ratio, Altman Z-Score.
Bear Case : TRU
The primary concerns for TRU are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
SPGI profiles as a mature stock while TRU is a value play — different risk/reward profiles.
TRU carries more volatility with a beta of 1.55 — expect wider price swings.
TRU is growing revenue faster at 13.7% — sustainability is the question.
SPGI generates stronger free cash flow (1.0B), providing more financial flexibility.
Bottom Line
TRU scores higher overall (72/100 vs 71/100) and 13.7% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
S&P Global Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.
Visit Website →TransUnion
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
TransUnion offers risk and information solutions. The company is headquartered in Chicago, Illinois.
Visit Website →Compare with Other FINANCIAL DATA & STOCK EXCHANGES Stocks
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