Added to YB: 2025-07-04
Pitch date: 2025-05-16
TRU [bullish]
TransUnion
-5.57%
current return
Author Info
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Company Info
TransUnion operates as a global consumer credit reporting agency that provides risk and information solutions.
Market Cap
$17.5B
Pitch Price
$89.65
Price Target
122.50 (+45%)
Dividend
0.51%
EV/EBITDA
15.09
P/E
48.08
EV/Sales
5.22
Sector
Professional Services
Category
growth
Show full summary:
TransUnion - $TRU
TRU: Credit bureau at trough multiple (~19x P/E vs 28.2x 10yr median) & earnings, poised for 34% upside to $122.50. Mortgage stabilizing (+12% CAGR thru 2027); 10% inquiry uptick = ~27% EPS boost. India biz growing 20%+. Management pivoting to deleveraging (<2.5x by YE25) & buybacks. Multiple should expand as housing rebounds.
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