Thomson Reuters vs TransUnion
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KIRA’s take AI analyst
I put Thomson Reuters and TransUnion side by side, using each one’s latest annual report. Here is what stands out:
- Thomson Reuters is the larger business, with $7.5B of revenue in fiscal 2025 against $4.6B for TransUnion, about 1.6 times as much.
- TransUnion grew revenue faster (9.4%, against 3.0%).
- Thomson Reuters kept more of each dollar of sales as operating profit (28.5% operating margin, against 18.7%).
- Thomson Reuters turned more of its sales into free cash flow (27.0% FCF margin, against 14.5%).
- Thomson Reuters earned a higher return on the capital invested in it (11.8%, against 7.1%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Thomson Reuters
TRI
7/10
Operating marginNet marginFCF marginReturn on capitalReturn on equityNet debt / EBITDAShare count change
TransUnion
TRU
3/10
Revenue growth5-year growthPiotroski F-score
Side by side
Best in the row
| Latest fiscal year | TRI FY25 | TRU FY25 |
|---|---|---|
| Size | ||
| Market cap | $52.3B | $14.7B |
| Revenue | $7.5B | $4.6B |
| Free cash flow | $2.0B | $662M |
| Net income | $1.5B | $455M |
| Growth | ||
| Revenue growth | 3.0% | 9.4% |
| 5-year growth | 4.6% | 12.6% |
| Share count change | −0.4% | −0.1% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 28.5% | 18.7% |
| Net margin | 20.1% | 10.0% |
| FCF margin | 27.0% | 14.5% |
| Return on capital | 11.8% | 7.1% |
| Return on equity | 12.6% | 10.5% |
| Balance sheet | ||
| Net debt | $2.4B | $4.2B |
| Net debt / EBITDA | 1.1x | 3.0x |
| Dividends and buybacks | $1.0B | $393M |
| Valuation & quality | ||
| P/E | — | 20.9x |
| Piotroski F-score | 6 | 8 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.