TransUnion
TRU · Research & Consulting Services
$81.48
2.4%Verisk Analytics
VRSK · Research & Consulting Services
$195.88
3.7%The short version
- TransUnion is the larger business, with $4.6B of revenue in fiscal 2025 against $3.1B for Verisk Analytics.
- TransUnion grew revenue faster (9.4%, against 6.6%).
- Verisk Analytics kept more of each dollar of sales as operating profit (43.7% operating margin, against 18.7% operating margin).
- Verisk Analytics turned more of its sales into free cash flow (38.8% FCF margin, against 14.5% FCF margin).
- Verisk Analytics earned a higher return on the capital invested in it (35.5%, against 7.1%).
- Investors pay more for each dollar of Verisk Analytics’s earnings: a P/E of 29.8x against 22.6x for TransUnion.
| Latest fiscal year | TRU · FY25 | VRSK · FY25 |
|---|---|---|
| Size | ||
| Market cap | $15.8B | $26.5B |
| Revenue | $4.6B | $3.1B |
| Free cash flow | $662M | $1.2B |
| Net income | $455M | $908M |
| Growth | ||
| Revenue growth | 9.4% | 6.6% |
| 5-year growth | 12.6% | 6.3% |
| Share count change | −0.1% | −1.9% |
| Profitability | ||
| Gross margin | — | 69.9% |
| Operating margin | 18.7% | 43.7% |
| Net margin | 10.0% | 29.6% |
| FCF margin | 14.5% | 38.8% |
| Return on capital | 7.1% | 35.5% |
| Return on equity | 10.5% | — |
| Balance sheet | ||
| Net debt | $4.2B | $2.6B |
| Net debt / EBITDA | 3.0x | 1.6x |
| Dividends and buybacks | $393M | $875M |
| Valuation & quality | ||
| P/E | 22.6x | 29.8x |
| Piotroski F-score | 8 | 7 |
FY16
TRU $1.7B
VRSK $2.0B
FY17
TRU $1.9B
VRSK $2.1B
FY18
TRU $2.3B
VRSK $2.4B
FY19
TRU $2.5B
VRSK $2.6B
FY20
TRU $2.5B
VRSK $2.3B
FY21
TRU $3.0B
VRSK $2.5B
FY22
TRU $3.7B
VRSK $2.5B
FY23
TRU $3.8B
VRSK $2.7B
FY24
TRU $4.2B
VRSK $2.9B
FY25
TRU $4.6B
VRSK $3.1B
TRU
VRSK
FY16
TRU 17.6%
VRSK 38.5%
FY17
TRU 24.0%
VRSK 37.4%
FY18
TRU 22.1%
VRSK 34.8%
FY19
TRU 22.0%
VRSK 26.7%
FY20
TRU 19.8%
VRSK 42.1%
FY21
TRU 22.0%
VRSK 37.0%
FY22
TRU 16.9%
VRSK 56.3%
FY23
TRU 3.4%
VRSK 42.2%
FY24
TRU 15.9%
VRSK 43.5%
FY25
TRU 18.7%
VRSK 43.7%
TRU
VRSK
FY16
TRU $266M
VRSK $421M
FY17
TRU $331M
VRSK $560M
FY18
TRU $376M
VRSK $703M
FY19
TRU $589M
VRSK $740M
FY20
TRU $582M
VRSK $821M
FY21
TRU $584M
VRSK $887M
FY22
TRU −$1.0M
VRSK $784M
FY23
TRU $335M
VRSK $831M
FY24
TRU $517M
VRSK $920M
FY25
TRU $662M
VRSK $1.2B
TRU
VRSK
FY16
TRU 5.4%
VRSK 13.2%
FY17
TRU 11.9%
VRSK 15.3%
FY18
TRU 8.6%
VRSK 14.6%
FY19
TRU 7.6%
VRSK 11.1%
FY20
TRU 6.9%
VRSK 13.9%
FY21
TRU 6.8%
VRSK 11.9%
FY22
TRU 4.8%
VRSK 20.2%
FY23
TRU 1.1%
VRSK 20.3%
FY24
TRU 5.7%
VRSK 33.0%
FY25
TRU 7.1%
VRSK 35.5%
TRU
VRSK
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