S&P Global Inc (SPGI)vsTransUnion (TRU)
SPGI
S&P Global Inc
$408.48
-0.66%
FINANCIAL SERVICES · Cap: $124.51B
TRU
TransUnion
$67.72
-1.31%
FINANCIAL SERVICES · Cap: $13.33B
Smart Verdict
WallStSmart Research — data-driven comparison
S&P Global Inc generates 235% more annual revenue ($15.34B vs $4.58B). SPGI leads profitability with a 29.1% profit margin vs 10.0%. TRU appears more attractively valued with a PEG of 1.14. SPGI earns a higher WallStSmart Score of 67/100 (B-).
SPGI
Strong Buy67
out of 100
Grade: B-
TRU
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.5%
Fair Value
$687.02
Current Price
$408.48
$278.54 discount
Margin of Safety
+33.9%
Fair Value
$108.58
Current Price
$67.72
$40.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 38.3%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Earnings expanding 32.0% YoY
Generating 1.7B in free cash flow
Earnings expanding 52.8% YoY
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Grey zone — moderate risk
Moderate valuation
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : SPGI
The strongest argument for SPGI centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 29.1% and operating margin at 38.3%.
Bull Case : TRU
The strongest argument for TRU centers on EPS Growth, Price/Book. Revenue growth of 13.0% demonstrates continued momentum. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bear Case : SPGI
The primary concerns for SPGI are P/E Ratio, Altman Z-Score.
Bear Case : TRU
The primary concerns for TRU are P/E Ratio, 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 1.70 — expect wider price swings.
TRU is growing revenue faster at 13.0% — sustainability is the question.
SPGI generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SPGI scores higher overall (67/100 vs 66/100), backed by strong 29.1% margins. TRU offers better value entry with a 33.9% margin of safety. 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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