TransUnion

NYSE:TRU Stock Report

Market Cap: US$13.6b

TransUnion Future Growth

Future criteria checks 4/6

TransUnion is forecast to grow earnings and revenue by 21.6% and 7.4% per annum respectively. EPS is expected to grow by 23.6% per annum. Return on equity is forecast to be 22% in 3 years.

Key information

21.6%

Earnings growth rate

23.61%

EPS growth rate

Professional Services earnings growth14.5%
Revenue growth rate7.4%
Future return on equity21.99%
Analyst coverage

Good

Last updated17 Mar 2026

Recent future growth updates

Results: TransUnion Exceeded Expectations And The Consensus Has Updated Its Estimates

Apr 27
Results: TransUnion Exceeded Expectations And The Consensus Has Updated Its Estimates

Recent updates

AI And Data Monetization Will Shape A Stable Long Term Outlook

Catalysts About TransUnion TransUnion provides credit, fraud, marketing and consumer data solutions that help lenders and businesses make risk and customer decisions. What are the underlying business or industry changes driving this perspective?

TransUnion's (NYSE:TRU) Returns Have Hit A Wall

Jan 05
TransUnion's (NYSE:TRU) Returns Have Hit A Wall

TransUnion: A Quiet Compounder Poised For Long-Term Growth

Oct 25

Does TransUnion (NYSE:TRU) Have A Healthy Balance Sheet?

Sep 08
Does TransUnion (NYSE:TRU) Have A Healthy Balance Sheet?

Is TransUnion (NYSE:TRU) Trading At A 49% Discount?

Jul 25
Is TransUnion (NYSE:TRU) Trading At A 49% Discount?

Is It Time To Consider Buying TransUnion (NYSE:TRU)?

Jun 21
Is It Time To Consider Buying TransUnion (NYSE:TRU)?

TransUnion's (NYSE:TRU) 27% Share Price Surge Not Quite Adding Up

May 13
TransUnion's (NYSE:TRU) 27% Share Price Surge Not Quite Adding Up

Results: TransUnion Exceeded Expectations And The Consensus Has Updated Its Estimates

Apr 27
Results: TransUnion Exceeded Expectations And The Consensus Has Updated Its Estimates

The Returns At TransUnion (NYSE:TRU) Aren't Growing

Apr 24
The Returns At TransUnion (NYSE:TRU) Aren't Growing
User avatar

Transformation With Global Capability Centers And OneTru Will Strengthen Market Position By 2026

Strategic initiatives like Global Capability Centers and OneTru are expected to enhance profit margins and boost earnings through cost savings and innovation.

TransUnion: A Perfect Stocking Stuffer For Your Portfolio This Christmas

Dec 20

Earnings and Revenue Growth Forecasts

NYSE:TRU - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20285,9748681,1451,6236
12/31/20275,5636801,0701,3526
12/31/20265,1205198831,1916
12/31/20254,576455662988N/A
9/30/20254,442420576922N/A
6/30/20254,357392497827N/A
3/31/20254,258367509831N/A
12/31/20244,184284517833N/A
9/30/20244,101224484780N/A
6/30/20243,985-162404702N/A
3/31/20243,912-193315622N/A
12/31/20233,831-205335645N/A
9/30/20233,779-183347665N/A
6/30/20233,749212385705N/A
3/31/20233,72925357363N/A
12/31/20223,710249-1297N/A
9/30/20223,598252-44224N/A
6/30/20223,40326860313N/A
3/31/20223,183290433675N/A
12/31/20212,960359584808N/A
9/30/20212,683376667890N/A
6/30/20212,636386578789N/A
3/31/20212,542338603807N/A
12/31/20202,531293582788N/A
9/30/20202,704324556755N/A
6/30/20202,697313657855N/A
3/31/20202,724349580778N/A
12/31/20192,463299589777N/A
9/30/20192,584371N/A727N/A
6/30/20192,498327N/A626N/A
3/31/20192,399278N/A579N/A
12/31/20182,317278N/A556N/A
9/30/20182,210421N/A529N/A
6/30/20182,105442N/A524N/A
3/31/20182,016452N/A502N/A
12/31/20171,934441N/A466N/A
9/30/20171,864246N/A461N/A
6/30/20171,803218N/A413N/A
3/31/20171,754170N/A414N/A
12/31/20161,705121N/A390N/A
9/30/20161,65590N/A379N/A
6/30/20161,60745N/A342N/A
3/31/20161,55925N/A334N/A
12/31/20151,5076N/A309N/A
9/30/20151,456-26N/A250N/A
6/30/20151,405-25N/A225N/A
3/31/20151,354-4N/A177N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: TRU's forecast earnings growth (21.6% per year) is above the savings rate (3.4%).

Earnings vs Market: TRU's earnings (21.6% per year) are forecast to grow faster than the US market (15.6% per year).

High Growth Earnings: TRU's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: TRU's revenue (7.4% per year) is forecast to grow slower than the US market (10.4% per year).

High Growth Revenue: TRU's revenue (7.4% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: TRU's Return on Equity is forecast to be high in 3 years time (22%)


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/23 05:40
End of Day Share Price 2026/03/23 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

TransUnion is covered by 27 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey MeulerBaird
Manav PatnaikBarclays
Jeffrey SilberBMO Capital Markets Equity Research