S&P Global Inc (SPGI)vsTransUnion (TRU)
SPGI
S&P Global Inc
$418.82
+1.97%
FINANCIAL SERVICES · Cap: $120.99B
TRU
TransUnion
$77.70
+0.97%
FINANCIAL SERVICES · Cap: $14.88B
Smart Verdict
WallStSmart Research — data-driven comparison
S&P Global Inc generates 229% more annual revenue ($16.12B vs $4.90B). SPGI leads profitability with a 30.5% profit margin vs 15.1%. TRU appears more attractively valued with a PEG of 1.08. TRU earns a higher WallStSmart Score of 72/100 (B).
SPGI
Strong Buy67
out of 100
Grade: B-
TRU
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 44.8%
Large-cap with strong market position
Generating 1.4B in free cash flow
Earnings expanding 32.1% YoY
Areas to Watch
Expensive relative to growth rate
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 30.5% and operating margin at 44.8%. Revenue growth of 10.4% demonstrates continued momentum.
Bull Case : TRU
The strongest argument for TRU centers on EPS Growth. Profitability is solid with margins at 15.1% and operating margin at 19.7%. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : SPGI
The primary concerns for SPGI are PEG Ratio, Altman Z-Score.
Bear Case : TRU
The primary concerns for TRU are Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
TRU carries more volatility with a beta of 1.54 — expect wider price swings.
TRU is growing revenue faster at 14.9% — sustainability is the question.
SPGI generates stronger free cash flow (1.4B), providing more financial flexibility.
Monitor FINANCIAL DATA & STOCK EXCHANGES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRU scores higher overall (72/100 vs 67/100), backed by strong 15.1% margins and 14.9% 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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