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Not Investment Advice

FDS vs TRU vs MORN

161 measures in 16 categories, one definition each, computed from filings and market data.
FDS66.1
FactSet Research Systems Inc.
Financial Services · Financial - Data & Stock Exchanges
$301.67 −0.05%$10.7B mkt cap
Score DNA
TRU68.5
TransUnion
Financial Services · Financial - Data & Stock Exchanges
$74.08 −0.05%$14.2B mkt cap
Score DNA
MORN69.1
Morningstar, Inc.
Financial Services · Financial - Data & Stock Exchanges
$207.37 −0.89%$7.8B mkt cap
Score DNA

Price, rebased to 100 three years ago

FDS   TRU   MORN   · weekly adjusted closes
406080100120140160Jan 24Apr 24Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26Jul 26Oct 26TRU 113MORN 93FDS 70
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.

Smart money

8 measures
MeasureFDSTRUMORN
Insider open-market buys, 180d 0 0 0
Insider $ bought, 180d — — —
Congress purchases, 180d 0 0 0
Last Congress purchase — — —
13F net change in holders +46 −39 −28
ETFs adding shares, 30d 538 549 277
ETFs trimming, 30d 575 405 204
Net ETF funds, 30d −37 +144 +73

Valuation

16 measures
MeasureFDSTRUMORN
P/E (TTM) 20.1x
22nd
16.7x
0th
18.5x
11th
PEG (P/E ÷ 3-yr EPS CAGR) 2.68
89th
0.31
11th
0.11
0th
Price / sales 4.3x
20th
2.9x
0th
3.0x
10th
Price / book 5.4x
78th
2.9x
0th
7.6x
89th
Price / tangible book — — —
Price / free cash flow 15.2x
0th
18.0x
30th
15.6x
10th
Price / operating cash flow 13.0x
20th
12.9x
10th
12.0x
0th
Enterprise value $12.0B
20th
$19.0B
30th
$9.2B
10th
EV / sales 4.8x
20th
3.9x
10th
3.6x
0th
EV / EBITDA 13.1x
22nd
10.4x
0th
11.3x
11th
EV / EBIT 17.1x
22nd
15.5x
11th
14.9x
0th
EV / free cash flow 17.0x
10th
24.1x
50th
18.4x
30th
Earnings yield 5.0%
80th
6.0%
100th
5.4%
90th
FCF yield 6.6%
100th
5.6%
70th
6.4%
90th
Operating cash flow yield 7.7%
80th
7.8%
90th
8.3%
100th
Graham number (per share) $137.80
75th
$49.62
25th
$81.79
50th

Profitability (TTM)

12 measures
MeasureFDSTRUMORN
Gross margin 50.6%
10th
55.8%
20th
62.2%
40th
EBITDA margin 37.0%
40th
37.4%
50th
31.6%
20th
Operating margin 28.3%
40th
22.1%
20th
23.5%
30th
EBIT margin 28.4%
40th
25.0%
30th
23.9%
20th
Net margin 21.5%
30th
17.3%
20th
16.4%
10th
NOPAT margin 23.2%
40th
20.6%
30th
17.7%
20th
FCF margin 28.6%
30th
16.1%
0th
19.4%
10th
Operating cash flow margin 33.2%
30th
22.5%
0th
25.2%
10th
R&D / revenue 0.0%
0th
0.0%
0th
0.0%
0th
SG&A / revenue 22.3%
50th
27.5%
80th
32.2%
90th
Stock comp / revenue 3.4%
70th
2.3%
60th
2.2%
50th
Effective tax rate 17.9%
20th
6.6%
0th
25.0%
90th

Returns on capital

11 measures
MeasureFDSTRUMORN
ROE (on average equity) 25.5%
78th
18.1%
56th
32.0%
89th
ROA 12.6%
70th
7.3%
40th
11.1%
60th
ROIC 17.5%
70th
10.4%
20th
18.8%
80th
ROCE 23.0%
80th
11.1%
40th
20.7%
70th
Return on tangible assets 16.6%
80th
10.5%
50th
16.2%
70th
Cash ROIC (OCF / invested capital) 25.1%
60th
11.4%
0th
26.9%
70th
Gross profitability (GP / assets) 30.2%
70th
22.4%
60th
40.5%
90th
ROIC, 3-yr average 16.4%
60th
4.5%
0th
15.3%
50th
ROIC, 5-yr average 19.5%
67th
7.3%
11th
14.2%
56th
ROE, 5-yr average 28.2%
89th
12.2%
33rd
20.0%
67th
Incremental ROIC -42.1%
40th
81.9%
70th
53.5%
60th

Growth

17 measures
MeasureFDSTRUMORN
Revenue growth (TTM YoY) 6.7%
40th
12.4%
100th
9.3%
60th
Revenue growth (QoQ) 1.9%
50th
5.1%
90th
2.9%
70th
Revenue CAGR, 3 yr 5.9%
10th
9.3%
40th
10.0%
50th
Revenue CAGR, 5 yr 9.2%
50th
11.7%
70th
10.7%
60th
Gross profit CAGR, 3 yr 4.1%
10th
5.4%
20th
13.2%
60th
Operating income CAGR, 3 yr 3.6%
11th
20.5%
56th
69.6%
100th
Net income growth (TTM YoY) -10.6%
0th
116.4%
100th
4.3%
22nd
Net income CAGR, 3 yr 4.4%
11th
54.0%
89th
164.4%
100th
EPS growth (TTM YoY) -4.1%
11th
120.3%
100th
17.2%
33rd
EPS CAGR, 3 yr 7.5%
11th
54.1%
89th
174.9%
100th
EPS CAGR, 5 yr 7.6%
33rd
12.9%
67th
14.9%
78th
FCF growth (TTM YoY) 14.6%
60th
58.7%
100th
27.6%
70th
FCF CAGR, 3 yr 6.6%
20th
27.0%
80th
58.9%
100th
Operating cash flow CAGR, 3 yr 8.4%
20th
16.1%
70th
36.7%
100th
Book value CAGR, 3 yr 10.4%
78th
3.6%
44th
-2.4%
0th
Dividend CAGR, 3 yr — 20.5%
100th
5.6%
88th
Sustainable growth rate 17.6%
75th
14.9%
62nd
26.1%
88th

Margin history & stability

7 measures
MeasureFDSTRUMORN
Gross margin, 3-yr average 52.5%
20th
57.0%
30th
61.3%
40th
Operating margin, 3-yr average 30.8%
50th
15.3%
0th
20.9%
30th
Net margin, 3-yr average 23.9%
40th
8.1%
0th
15.0%
10th
FCF margin, 3-yr average 27.7%
30th
12.5%
0th
18.0%
10th
Revenue stability (0-1) 0.97
50th
0.99
80th
1.00
100th
Earnings stability (0-1) 0.78
80th
0.01
10th
0.42
50th
Margin stability (0-1) 0.97
80th
0.92
40th
0.97
70th

Liquidity (latest quarter)

7 measures
MeasureFDSTRUMORN
Cash & short-term investments $265.3M
10th
$839.1M
40th
$523.8M
30th
Net cash (− = net debt) −$1.3B
70th
−$4.8B
50th
−$1.4B
60th
Working capital −$437.6M
10th
$1.0B
70th
$54.6M
40th
Current ratio 0.60
10th
1.90
90th
1.06
60th
Quick ratio 0.60
20th
1.90
90th
1.06
60th
Cash ratio (cash + ST investments / current liabilities) 0.24
30th
0.73
70th
0.53
60th
Defensive interval (days) 374 days
20th
417 days
30th
338 days
10th

Leverage & solvency (latest quarter)

13 measures
MeasureFDSTRUMORN
Total debt $1.5B
10th
$5.7B
40th
$1.9B
20th
Debt / equity 0.77
56th
1.17
78th
1.86
89th
Net debt / equity 0.64
67th
1.00
78th
1.35
89th
Debt / assets 37.2%
60th
46.4%
70th
48.3%
80th
Debt / capital 43.5%
56th
53.9%
78th
65.0%
89th
Debt / EBITDA 1.69
22nd
3.09
89th
2.35
56th
Net debt / EBITDA 1.40
22nd
2.63
78th
1.70
56th
Interest coverage (EBIT / interest) 8.6x
44th
4.9x
11th
11.5x
67th
Cash interest coverage 10.1x
44th
4.4x
0th
12.1x
56th
Debt payback (years of OCF) 1.9 yrs
20th
5.1 yrs
100th
2.9 yrs
60th
Liabilities / assets 51.7%
30th
59.0%
50th
74.1%
60th
IS credit model rating A- A+ A
Implied credit spread (bps) 175
70th
125
20th
150
50th

Efficiency

11 measures
MeasureFDSTRUMORN
Asset turnover 0.59
80th
0.42
60th
0.68
100th
Fixed asset turnover 12.86
40th
14.40
70th
6.35
10th
Inventory turnover — — —
Receivables turnover 8.7
70th
4.8
20th
6.7
40th
Days sales outstanding 42 days
30th
76 days
80th
55 days
60th
Days inventory outstanding — — —
Days payables outstanding 40 days
60th
63 days
80th
34 days
50th
Cash conversion cycle (days) 2 days
33rd
13 days
44th
20 days
78th
Capex / revenue 4.6%
67th
6.4%
100th
5.8%
89th
Capex / depreciation 0.54
89th
0.52
78th
0.75
100th
Operating expense ratio 23.9%
20th
26.5%
50th
39.7%
80th

Cash flow & earnings quality

7 measures
MeasureFDSTRUMORN
Operating cash flow / net income 1.54
100th
1.30
67th
1.53
89th
FCF / net income 1.33
100th
0.93
11th
1.18
67th
FCF / operating cash flow 86.0%
22nd
71.4%
0th
76.9%
11th
Capex / operating cash flow 14.0%
78th
28.6%
100th
23.1%
89th
Accruals ratio -6.8%
10th
-2.2%
50th
-5.9%
20th
Sloan accruals ratio -20.3%
10th
-4.6%
50th
-7.0%
40th
Earnings quality score (0-1) 0.75
0th
1.00
33rd
0.75
0th

Dividends & buybacks

9 measures
MeasureFDSTRUMORN
Dividend yield 1.5%
80th
0.7%
10th
1.0%
40th
Dividend per share (TTM) $4.52
80th
$0.49
10th
$2.00
40th
Payout ratio (dividends / net income) 30.8%
56th
17.8%
0th
18.3%
11th
Dividends / FCF 23.2%
50th
19.2%
20th
15.5%
10th
Dividend growth (YoY) — 77.9%
100th
17.7%
88th
Buyback yield 6.0%
80th
2.7%
50th
12.4%
100th
Shareholder yield (dividends + buybacks) 7.5%
80th
3.7%
40th
13.4%
100th
Share count change (YoY) -6.8%
10th
-1.8%
70th
-11.0%
0th
Buybacks, last 5 years $1.3B
20th
$1.2B
10th
$1.7B
30th

Scores & forensic checks

15 measures
MeasureFDSTRUMORN
IS score 66
50th
69
60th
69
70th
IS profitability 77
60th
74
40th
78
70th
IS growth 39
20th
67
80th
52
30th
IS value 50
30th
58
70th
65
100th
IS momentum 68
20th
92
100th
78
40th
IS risk (safety) 100
10th
100
10th
100
10th
IS quality 79
50th
81
80th
73
10th
IS balance sheet 56
60th
48
40th
52
50th
IS earnings quality 74
50th
74
60th
73
30th
IS cash flow 79
80th
67
10th
72
20th
Piotroski F-score (0-9) 5
10th
8
80th
6
30th
Altman Z-score — — —
Beneish M-score — — —
Ohlson O-score −7.92
50th
−7.93
40th
−6.47
90th
IS credit score 69
30th
76
60th
73
40th

Per share

7 measures
MeasureFDSTRUMORN
EPS, diluted (TTM) $15.00
70th
$4.38
30th
$11.07
50th
Book value per share $56.28
80th
$25.00
40th
$26.87
50th
Tangible book per share −$31.94
30th
−$22.54
60th
−$34.15
20th
Revenue per share $69.61
100th
$25.28
50th
$67.36
90th
FCF per share $19.89
90th
$4.07
20th
$13.06
60th
Operating cash flow per share $23.11
100th
$5.69
20th
$16.98
60th
Cash per share $7.46
50th
$4.33
10th
$13.75
80th

Size (TTM)

8 measures
MeasureFDSTRUMORN
Market cap $10.7B
20th
$14.2B
30th
$7.8B
10th
Revenue $2.5B
10th
$4.9B
40th
$2.6B
20th
EBITDA $915.4M
30th
$1.8B
40th
$812.1M
20th
Net income $533.5M
30th
$847.9M
40th
$421.6M
20th
Free cash flow $707.5M
20th
$787.9M
30th
$497.5M
10th
Total assets $4.1B
20th
$12.2B
40th
$3.9B
10th
Shareholders' equity $2.0B
30th
$4.8B
50th
$1.0B
20th
Employees 12,694
60th
13,500
80th
10,973
50th

Price performance

9 measures
MeasureFDSTRUMORN
1 day −0.1% −0.1% −0.9%
1 week +5.0% +13.1% +1.4%
1 month +8.2% +1.3% +2.5%
3 months +18.4% −6.2% +20.7%
6 months +30.8% −5.3% +12.5%
Year to date +7.3% −11.0% −1.4%
1 year +8.1% −6.6% −5.6%
3 years, cumulative −31.5% +4.5% −10.3%
5 years, cumulative −20.6% −33.2% −22.1%

Technicals

4 measures
MeasureFDSTRUMORN
RSI 14 62.8 60.4 58.7
From 52-week high −5.9% −16.8% −7.3%
From 52-week low +65.3% +21.5% +46.6%
Beta 0.77 1.57 1.02
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms