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TransUnion TRU NYSE

NYSE • Industrials • Consulting Services • US • USD

SharesGrow Score
70/100
3/7 Pass
SharesGrow Intrinsic Value
$170.32
+135.2%
Analyst Price Target
$96.90
+33.8%
SharesGrow 7-Criteria Score All 7 criteria scored · income-related highlighted on this page

TransUnion (TRU) has shown moderate revenue growth over the past 3 years, expanding from $3.7B to $4.6B (average +7.3%/yr). Net income reached $455M, reflecting exceptional earnings expansion at +40.2%/yr on average. The net profit margin is 10%, which is moderate. the company was profitable in 3 out of the last 4 years tracked. The gross margin is 59.1% (high), with a -3.6pp trend over the period. With a $14B market cap and MOAT composite score of 71/100, the company has a strong competitive position.

Criteria proven by this page:

  • GROWTH (83/100, Pass) — proving strong growth momentum
  • PAST (75/100, Partial) — profitability has been inconsistent. Looking at the full 14-year history, the company was profitable in 10 of 14 years — a solid long-term record with occasional losses
  • INCOME (55/100, Partial) — the company is profitable but margin is below 15%
  • MOAT (71/100, Pass) — strong gross margins and market scale prove a durable competitive advantage

Overall SharesGrow Score: 70/100 with 3/7 criteria passed.

70/100
SG Score
View full scorecard →
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VALUE
56/100
Price-to-Earnings & upside
→ IV page
FUTURE
85/100
Analyst consensus
→ Forecast
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PAST
75/100
3/4 yrs profit
EPS $2.32
Proven by this page
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HEALTH
67/100
Debt-to-Equity & liquidity
→ Health
MOAT
71/100
Score: 71/100
GM 59.1% (-3.6pp)
Proven by this page
GROWTH
83/100
Rev +7.3%/yr
NI +40.2%/yr
Proven by this page
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INCOME
55/100
Margin 10%
$4.6B
Proven by this page
TransUnion Earnings and Revenue History
Analyst Forecast →
Revenue  Actual & Estimate
Earnings & Profit Margin  Actual & Estimate
Metric TTM FY2025 FY2024 FY2023 FY2022
Revenue $4.58B$4.58B$4.18B$3.83B$3.71B
Gross Profit $2.42B$2.7B$2.51B$2.31B$2.32B
Gross Margin 52.8%59.1%60%60.4%62.7%
Operating Income $863M$857.8M$666.7M$128.5M$626.3M
Net Income $455.5M$455.4M$284.4M$-206.2M$266.3M
Net Margin 10%10%6.8%-5.4%7.2%
EPS (Diluted) $2.32$2.32$1.45$-1.07$1.40
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