TransUnion vs Verisk Analytics
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KIRA’s take AI analyst
I put TransUnion and Verisk Analytics side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
- Verisk Analytics turned more of its sales into free cash flow (38.8% FCF margin, against 14.5%).
- 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 29.9x against 22.1x for TransUnion.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
TransUnion
TRU
3/9
Revenue growth5-year growthPiotroski F-score
Verisk Analytics
VRSK
6/9
Operating marginNet marginFCF marginReturn on capitalNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | TRU FY25 | VRSK FY25 |
|---|---|---|
| Size | ||
| Market cap | $15.5B | $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 | 22.1x | 29.9x |
| Piotroski F-score | 8 | 7 |
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.