Analysts have slightly reduced their average price target on TransUnion from $93.25 to about $92.29, reflecting updated assumptions for revenue growth, profitability, the discount rate, and the future P/E.
What's in the News
- Launched Digital Business Profile, a single portal that distributes small business details across more than 80 directories, maps, apps and social platforms. The offering is intended to help keep online information accurate as AI driven search becomes more common (Key Developments).
- Expanded the TruAudience Data Marketplace through a deeper relationship with MRI-Simmons, giving advertisers and publishers access to thousands of research based audience segments and custom segment design options (Key Developments).
- Introduced TruIQ Credit Strategy Studio, a self service prescreen tool intended to shorten campaign build times, centralize testing and provide dashboards and templates for lender marketing teams (Key Developments).
- Rolled out TruLookup for Real Estate, a mobile first app that combines property ownership verification, personal safety checks and prospecting tools for real estate professionals in a single solution (Key Developments).
- Announced expanded machine learning capabilities in the Device Risk solution to improve recognition of returning devices, flag non human activity and use consortium data to address evolving digital fraud trends (Key Developments).
Valuation Changes
- Fair Value: Reduced slightly from $93.25 to about $92.29 per share.
- Discount Rate: Adjusted marginally from 8.13% to about 8.10%.
- Revenue Growth: Revised from 9.22% to about 8.75%.
- Net Profit Margin: Refined upward from 14.15% to about 14.48%.
- Future P/E: Trimmed from 25.85x to about 25.30x.
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