Does TransUnion (USA Stocks:TRU) have stable basic indicators based on the newest gain?

TransUnion (NYSE: TRU), a prominent player in the Consulting Services industry, has been showcasing a strong financial performance, backed by solid fundamental indicators. As part of the Industrials sector, the company has managed to maintain a healthy current ratio of 1.73X, indicating its ability to meet short-term obligations. TransUnion's EBITDA stands at a robust $1.2B, with an operating income of $630.5M, reflecting a commendable operating margin of 0.1795. This suggests that the company is efficiently managing its operating costs and generating substantial profits from its operations. The company's balance sheet reveals a massive $10.2B in non-current assets, including $3.7B in intangible assets. This asset base provides a solid foundation for the company's operations and future growth. However, it's worth noting that TransUnion carries a significant long-term debt of $5.6B. While this is not uncommon for large corporations, it's an important factor for potential investors to consider. In terms of equity, the price to book ratio stands at 2.97X, and the price-sales ratio is 3.0617, both of which are important indicators of the company's valuation. Despite a decrease in working capital by $511.2M and a cash and cash equivalents change of -$1.2B, the company managed to grow its quarterly revenue by 0.021. This growth, coupled with the Wall Street target price of $83.76 and the highest estimated target price by analysts at $98, suggests a positive outlook for TransUnion's stock. With 7.74M shares shorted and only 0.30% of shares owned by insiders, the stock offers ample liquidity for traders. However, potential investors should also consider the company's capital lease obligations of $135.7M and other cashflows from financing activities at a loss of $46.8M. In conclusion, TransUnion appears to be on solid financial footing, despite some challenges. The company's strong fundamental indicators, coupled with its recent gains, make it a stock worth considering for investors. TransUnion's Accrued Expenses Turnover is relatively stable at present, compared to the previous year. In 2022, TransUnion reported an Accrued Expenses Turnover of 10.61. The Cash and Equivalents Turnover is projected to increase to 3.13 in 2023, while the Average Equity is expected to slightly decrease to just above $3.3 billion in 2023. If you have been tracking TransUnion, you might be contemplating an investment. Let's examine if the steady basic indicators will continue to drive price appreciation for TransUnion's private investors. We currently assess TransUnion as undervalued, with the real value nearing $85.95 per share.
Published over a year ago
View all stories for TransUnion | View All Stories
Macroaxis uses a strict editorial review process to publish stories and blog posts. Our publishers support our company and may receive a small commission when the partner links or references are utilized. Commissions do not affect the opinions or evaluations of our editorial team. The information our editors and media partners deliver is confidential and licensed for your sole use as a Macroaxis user. We reserve all rights to the content of this article, and therefore copying or distributing this story in whole or in part is strictly prohibited.

Reviewed by Gabriel Shpitalnik

TransUnion (NYSE: TRU), a prominent player in the Consulting Services industry, has been exhibiting robust fundamental indicators that may pique the interest of discerning investors. The company's Return On Asset (ROA) stands at a healthy **3.52%**, indicating efficient use of its assets to generate earnings. This is coupled with a solid Book Value Per Share of **21.89X**, which suggests a strong intrinsic value of the company's stock. TransUnion's Net Income for the recent fiscal period was **$267.3 million**, a figure that showcases the firm's profitability and its ability to generate surplus even after covering all its operational costs. Additionally, the company boasts a substantial Net Asset worth of **$11.67 billion**, which is a testament to its financial strength and stability. These figures paint a promising picture of TransUnion's financial health, making it a potential contender for investors seeking solid fundamentals.

Advanced assessment of TransUnion

Macroaxis provides recommendations on TransUnion to supplement and cross-verify the current analyst consensus on TransUnion. Our trade recommendation engine gauges the firm's growth potential exclusively from the perspective of an investor's current risk tolerance and investment horizon. The dividends of this firm can offer insight into the current value of the stock. TransUnion's expected dividend income for the next year is approximately $0.27 per share. Stocks that pay dividends often display more stable price movements during market downturns compared to stocks that do not pay dividends. The regular income from dividends can provide a cushion against potential capital losses during periods of market volatility. However, it's crucial to remember that dividend payments are not guaranteed. Companies like TransUnion can decrease or halt dividend payments if they encounter financial difficulties or prioritize other uses of cash. Furthermore, stocks that pay dividends may not provide the same level of capital appreciation as stocks that do not pay dividends, particularly in high-growth sectors.
Typically, a company's financial statements are the reports that show the financial position of the company. There are three main documents that fall into the category of financial statements. These documents include TransUnion income statement, its balance sheet, and the statement of cash flows. Potential TransUnion investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although TransUnion investors may use each financial statement separately, they are all related. The changes in TransUnion's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on TransUnion's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
The goal of TransUnion fundamental analysis is to do accurate financial forecasts. There are several possible objectives to fundamental analysis, such as projecting of TransUnion performance into the future periods or doing a reasonable stock valuation. The intrinsic value of TransUnion shares is the value that is considered the true value of the share. If the intrinsic value of TransUnion is higher than its market price, buying is generally recommended. If it is equal to the market price, it is recommended to hold; and if it is less than the market price, then one should sell all shares TransUnion. Please read more on our fundamental analysis page.

How effective is TransUnion in utilizing its assets?

TransUnion reports assets on its Balance Sheet. It represents the amount of TransUnion resources that either has an existing economic value or will provide some form of benefits in the future. By effectively utilizing its assets, TransUnion aims to generate revenue, control costs, drive operational efficiency, and enhance profitability. Optimizing asset utilization helps maximize shareholder value and maintain a competitive position in the Research & Consulting Services space. To get a better handle on how balance sheet or income statements item affect TransUnion volatility, please check the breakdown of all its fundamentals.

Are TransUnion Earnings Expected to grow?

The future earnings power of TransUnion involves the interaction of many company-specific, industry, and economic forces. Earnings estimates embody investors' opinions of TransUnion factors such as sales growth, product demand, competitive industry environment, profit margins, and cost controls. TransUnion stock prices adjust as these expectations change or are proven wrong. The main thing to remember is that equities with high expected earnings growth tend to underperform the market because it is usually difficult to meet the market's high expectations. Companies with low earnings expectations tend to do better than expected. Please use our latest analysis of TransUnion expected earnings.

And What about dividends?

A dividend is the distribution of a portion of TransUnion earnings, decided and managed by the company's board of directors and paid to a class of its shareholders. Note, announcements of dividend payouts are generally accompanied by a proportional increase or decrease in a company's stock price. TransUnion dividend payments follow a chronological order of events, and the associated dates are important to determine the shareholders who qualify for receiving the dividend payment. TransUnion one year expected dividend income is about USD0.32 per share.
Dividend Paid And Capex Coverage Ratio is likely to gain to 1.78 in 2024, whereas Dividends Paid is likely to drop slightly above 77.7 M in 2024.
Last ReportedProjected for Next Year
Dividends Paid81.8 M77.7 M
Dividend Payout Ratio(0.40)(0.38)
Dividend Paid And Capex Coverage Ratio 1.64  1.78 
Investing in dividend-paying stocks, such as TransUnion is one of the few strategies that are good for long-term investment. Ex-dividend dates are significant because investors in TransUnion must own a stock before its ex-dividend date to receive its next dividend.
This type of analysis is very useful when you want to generate a past dividend schedule and payout information for TransUnion. Then that information in the form of graph and calendar can be used to fully explain how Du Pont dividends can provide a real clue to its valuation.

TransUnion Gross Profit

TransUnion Gross Profit growth is one of the most critical measures in evaluating the company. The Gross Profit growth rate is calculated simply by comparing TransUnion previous period's values with its current period's values. Each time period you're measuring should be of equal lengths the increase or decrease, in a company's Gross Profit between two periods. Here we show TransUnion Gross Profit growth over the last 10 years. Please check TransUnion's gross profit and other fundamental indicators for more details.

A Deeper Perspective

Many companies such as TransUnion have both institutions investors and insiders sharing the ownership. Retail investors typically buy and sell stocks in round lots of 100 shares or more. Other other hand institutional investors are known to buy and sell in block trades of 10,000 shares or more. Let's take a look at how the ownership of TransUnion is distributed among investors.

Ownership Allocation

TransUnion maintains a total of 193.2 Million outstanding shares. The majority of TransUnion outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in TransUnion to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in TransUnion. Please pay attention to any change in the institutional holdings of TransUnion as this could imply that something significant has changed or about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
Institutions
99.66%
Retail Investors0.04
Insiders0.3
Institutions99.66
 2020 2021 2022 2023 (projected)
Interest Expense126.2 M112.6 M230.9 M206.97 M
Gross Profit1.68 B1.97 B2.49 B2.13 B

Asset Utilization

The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. TransUnion has an asset utilization ratio of 31.8 percent. This implies that the company is making $0.32 for each dollar of assets. An increasing asset utilization means that TransUnion is more efficient with each dollar of assets it utilizes for everyday operations.
Assets Non Current
8.8 B
Goodwill
8.1 B
Current Assets1.32 Billion7.25
Assets Non Current8.83 Billion48.51
Goodwill8.05 Billion44.24
TransUnion (NYSE: TRU), a key player in the Consulting Services industry, has been showcasing solid fundamental indicators amid its recent gains. The company's market capitalization stands at a robust $15.41 billion, with an enterprise value of $20.8 billion. TransUnion's net assets are valued at $11.67 billion, with retained earnings contributing $2.4 billion to the total equity. The company's Price to Earnings (PE) ratio is 59.97, and the Price to Book ratio is 2.97, indicating a healthy valuation. TransUnion's financial health is further evidenced by its strong cash position. The company has cash and equivalents of $585.3 million, with cash per share at 3.11X. The company's total cash from operating activities is $297.2 million, demonstrating a strong cash flow. However, the company has a substantial long-term debt of $5.6 billion, which is a point of concern. The company's risk-adjusted performance is 0.1721, with a Beta of 1.37, indicating a higher volatility compared to the market. The company's return on assets is 0.0352, and its return on equity is 0.0642, showing a decent profitability. However, the probability of bankruptcy stands at 32.60%, which investors should consider. Overall, TransUnion's fundamentals appear solid, but investors should carefully consider the company's debt levels and bankruptcy risk.

Are TransUnion technical ratios showing a come-back?

The technical ratios of TransUnion indeed suggest a potential resurgence. The recent drop in kurtosis to 0.81 is a significant development, as it could indicate an impending decrease in volatility. This reduction in volatility often signifies a more stable environment for the stock, potentially making it a safer investment. Investors should closely monitor these technical indicators as they may hint at a promising rebound for TransUnion's stock. TransUnion exhibits relatively low volatility with a skewness of 0.35 and a kurtosis of 0.81. However, we recommend all investors to independently investigate TransUnion to ensure all available information aligns with their expectations about its upside potential and future expected returns. Understanding different market volatility trends often assists investors in timing the market. Correctly utilizing volatility indicators allows traders to measure TransUnion's stock risk against market volatility during both bullish and bearish trends.
The heightened level of volatility that accompanies bear markets can directly impact TransUnion's stock price, adding stress to investors as they watch the value of their shares plummet. This typically compels investors to rebalance their portfolios by purchasing different stocks as prices decline. In conclusion, TransUnion's stock presents a compelling investment opportunity. The Analyst Overall Consensus is a 'Buy' with 11 strong buy recommendations, and 3 buy recommendations. This, coupled with a Valuation Real Value of $85.95, indicates a potential upside. The company's fiscal year ends in December, and the current market valuation stands at $81.29, which is close to the Analyst Target Price Estimated Value of $81.529. However, investors should also consider the possible downside price of $79.2. Overall, while the upside potential seems promising, investors should also be aware of the potential risks involved. .

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect

Editorial Staff

This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Ellen Johnson do not own shares of TransUnion. Please refer to our Terms of Use for any information regarding our disclosure principles.

Would you like to provide feedback on the content of this article?

You can get in touch with us directly or send us a quick note via email to [email protected]