Booz Allen Hamilton vs TransUnion
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The short version
- Booz Allen Hamilton is the larger business, with $11.2B of revenue in fiscal 2026 against $4.6B for TransUnion, about 2.5 times as much.
- TransUnion grew revenue faster (9.4%, against −6.4%).
- TransUnion kept more of each dollar of sales as operating profit (18.7% operating margin, against 9.2%).
- TransUnion turned more of its sales into free cash flow (14.5% FCF margin, against 8.5%).
- Booz Allen Hamilton earned a higher return on the capital invested in it (24.2%, against 7.1%).
- Investors pay more for each dollar of TransUnion’s earnings: a P/E of 22.6x against 12.2x for Booz Allen Hamilton.
| Latest fiscal year | BAH · FY26 | TRU · FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.4B | $15.8B |
| Revenue | $11.2B | $4.6B |
| Free cash flow | $951M | $662M |
| Net income | $851M | $455M |
| Growth | ||
| Revenue growth | −6.4% | 9.4% |
| 5-year growth | 7.4% | 12.6% |
| Share count change | −4.6% | −0.1% |
| Profitability | ||
| Gross margin | 52.7% | — |
| Operating margin | 9.2% | 18.7% |
| Net margin | 7.6% | 10.0% |
| FCF margin | 8.5% | 14.5% |
| Return on capital | 24.2% | 7.1% |
| Return on equity | 80.7% | 10.5% |
| Balance sheet | ||
| Net debt | $3.2B | $4.2B |
| Net debt / EBITDA | 2.7x | 3.0x |
| Dividends and buybacks | $874M | $393M |
| Valuation & quality | ||
| P/E | 12.2x | 22.6x |
| Piotroski F-score | 5 | 8 |
Revenue
FY17
BAH $5.8B
TRU $1.9B
FY18
BAH $6.2B
TRU $2.3B
FY19
BAH $6.7B
TRU $2.5B
FY20
BAH $7.5B
TRU $2.5B
FY21
BAH $7.9B
TRU $3.0B
FY22
BAH $8.4B
TRU $3.7B
FY23
BAH $9.3B
TRU $3.8B
FY24
BAH $10.7B
TRU $4.2B
FY25
BAH $12.0B
TRU $4.6B
FY26
BAH $11.2B
TRU —
BAH
TRU
Operating margin
FY17
BAH 8.7%
TRU 24.0%
FY18
BAH 8.4%
TRU 22.1%
FY19
BAH 9.0%
TRU 22.0%
FY20
BAH 9.0%
TRU 19.8%
FY21
BAH 9.6%
TRU 22.0%
FY22
BAH 8.2%
TRU 16.9%
FY23
BAH 4.8%
TRU 3.4%
FY24
BAH 9.5%
TRU 15.9%
FY25
BAH 11.4%
TRU 18.7%
FY26
BAH 9.2%
TRU —
BAH
TRU
Free cash flow
FY17
BAH $328M
TRU $331M
FY18
BAH $291M
TRU $376M
FY19
BAH $405M
TRU $589M
FY20
BAH $423M
TRU $582M
FY21
BAH $631M
TRU $584M
FY22
BAH $657M
TRU −$1.0M
FY23
BAH $527M
TRU $335M
FY24
BAH $192M
TRU $517M
FY25
BAH $911M
TRU $662M
FY26
BAH $951M
TRU —
BAH
TRU
Return on capital
FY17
BAH 16.1%
TRU 11.9%
FY18
BAH 17.7%
TRU 8.6%
FY19
BAH 23.1%
TRU 7.6%
FY20
BAH 25.0%
TRU 6.9%
FY21
BAH 29.3%
TRU 6.8%
FY22
BAH 18.9%
TRU 4.8%
FY23
BAH 10.1%
TRU 1.1%
FY24
BAH 19.7%
TRU 5.7%
FY25
BAH 26.2%
TRU 7.1%
FY26
BAH 24.2%
TRU —
BAH
TRU
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.