TransUnion (TRU) 주식 개요
TransUnion은 위험 및 정보 솔루션을 제공하는 글로벌 소비자 신용 보고 기관으로 운영되고 있습니다. 자세히 보기
TRU Community Fair Values
Create NarrativeSee what 14 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
TransUnion 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$66.26 |
| 52주 최고가 | US$99.39 |
| 52주 최저가 | US$65.24 |
| 베타 | 1.57 |
| 1개월 변동 | -15.32% |
| 3개월 변동 | -10.36% |
| 1년 변동 | -27.89% |
| 3년 변동 | -6.21% |
| 5년 변동 | -38.82% |
| IPO 이후 변동 | 160.87% |
최근 뉴스 및 업데이트
Recent updates
분석 기사 • May 09
We Think That There Are Issues Underlying TransUnion's (NYSE:TRU) Earnings
TransUnion ( NYSE:TRU ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...Seeking Alpha • Apr 29
TransUnion: Continued Organic Growth And A Smart Acquisition (Rating Upgrade)
Summary TransUnion earns a 'strong buy' rating, driven by robust organic growth, an accretive Mexico acquisition, and compelling valuation at 14x forward earnings. Q1 results exceeded guidance across all segments, with U.S. Financial Services up 24% and mortgage revenue surging 50%, highlighting broad-based business momentum. The Mexico acquisition expands TRU's market dominance, offers structural growth, and was secured at a 9.4x EV/EBITDA multiple—well below TRU’s own trading multiple. Management’s guidance appears conservative, with a track record of outperformance and clear levers for further EPS upside as integration and product expansion progress. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 24
TRU: AI Data Solutions And Fraud Controls Will Drive Future Upside
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.
새로운 내러티브 • Apr 13
AI And Global Platform Transformation Will Drive Powerful Long Term Tailwinds
Catalysts About TransUnion TransUnion provides credit, fraud, marketing and consumer data solutions that help businesses assess risk and engage customers. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Apr 10
TRU: AI Credit Analytics And Fraud Controls Will Support Future Upside Potential
Analysts have trimmed their TransUnion fair value estimate by about $1 to $93.25 as a slightly higher discount rate, modestly softer revenue growth and profit margin inputs, and a marginally higher future P/E assumption are reflected in updated models. What's in the News Launched TruIQ Credit Strategy Studio, a self-service prescreen tool that lets lender marketing teams build, test and deploy campaigns in one place.내러티브 업데이트 • Mar 26
TRU: AI Analytics And Fraud Prevention Will Support Stronger Future Returns
Analysts have kept their $94.60 price target for TransUnion unchanged, citing updated assumptions that reflect a slightly higher discount rate, a modestly revised revenue growth outlook, and a small adjustment to expected future P/E and profit margin levels. What's in the News Launched TruLookup for Real Estate, a mobile first app that combines ownership verification, fraud checks, safety screening and prospecting tools for real estate professionals, with rollout planned through participating associations and brokerages in early April (Key Developments).내러티브 업데이트 • Mar 12
TRU: AI Credit Analytics And Rental Data Will Support Stronger Returns
Analysts have trimmed their price target for TransUnion from $94.75 to $94.60, reflecting slightly higher discount rate assumptions, modestly revised revenue growth expectations of about 8.58%, and a small adjustment to projected profit margins and future P/E levels. What's in the News TransUnion introduced a 99 cent price point per mortgage origination score for VantageScore 4.0, positioning the product as a lower cost option for lenders and aligning with Federal Housing Finance Agency efforts to support score competition and homebuyer affordability.내러티브 업데이트 • Feb 25
TRU: Rental Data And Media Partnerships Will Support Stronger Future Returns
Analysts have trimmed their price target on TransUnion to $94.75 from $105.25 as they now apply slightly higher discount rates, slightly softer revenue growth and profit margin assumptions, and a lower future P/E multiple in their valuation work. What's in the News The board declared a quarterly cash dividend of $0.125 per share for Q4 2025, payable on March 13, 2026, to shareholders of record on February 26, 2026 (company announcement).
새로운 내러티브 • Feb 14
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?내러티브 업데이트 • Feb 09
TRU: Fraud And Rental Data Solutions Will Support Stronger Future Returns
Analysts have nudged their price target on TransUnion slightly lower from US$105.50 to US$105.25, citing updated assumptions for discount rates, revenue growth, profit margins and forward P/E multiples. What's in the News TransUnion is partnering with FrontLobby to incorporate rental payment data into its alternative data reporting system, allowing on time rent payments to appear on credit reports in a separate rental category and giving housing providers more visibility into tenant performance, with FrontLobby members reporting up to a 92% reduction in delinquencies.내러티브 업데이트 • Jan 25
TRU: Fraud And Device Risk Solutions Will Support Stronger Future Returns
Analysts have trimmed their price target for TransUnion to about $105.50 from roughly $106.60, citing modest tweaks to assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News TransUnion reported breakthrough results from a collaboration with Actable that used TruAudience Marketing Solutions data to improve AI marketing model fit by 10% and cut false positives by 19.5% for a major retailer's win back campaign.내러티브 업데이트 • Jan 10
TRU: Advanced Fraud Solutions And Guidance Will Drive Stronger Future Shareholder Returns
Analysts have slightly reduced their fair value estimate for TransUnion from US$107.25 to US$106.60, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News TransUnion introduced major upgrades to its Device Risk solution, adding cross session device identification without relying on cookies, adaptive machine learning models, and advanced anomaly detection aimed at helping businesses spot risky devices and fraud patterns in real time (Product related announcement).분석 기사 • Jan 05
TransUnion's (NYSE:TRU) Returns Have Hit A Wall
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...내러티브 업데이트 • Dec 16
TRU: Expanded Buybacks Will Drive Stronger Future Shareholder Returns
Analysts have nudged their price target on TransUnion slightly higher, lifting estimated fair value by about $0.30 per share to $107.25. They are factoring in marginally faster revenue growth and a modestly richer future earnings multiple, despite a slight compression in projected profit margins and discount rate.내러티브 업데이트 • Dec 01
TRU: Expanded Buyback and Product Launches Will Drive Shareholder Returns
Analysts have maintained TransUnion's price target at $106.95, citing stable projections in revenue growth, profit margin, and the discount rate as supporting factors for their unchanged outlook. What's in the News TransUnion announced a strategic partnership with Snappt, integrating Snappt's Applicant Trust Platform into TruVision Resident Screening to enhance income verification and tenant screening (Client Announcements).내러티브 업데이트 • Nov 17
TRU: Expanded Partnerships And Equity Buyback Will Drive Shareholder Upside
Narrative Update on TransUnion Analysts have modestly increased their price target for TransUnion to $106.95 per share, up from $106.70. This change reflects slight adjustments in revenue growth expectations and updated financial assumptions.내러티브 업데이트 • Nov 02
TRU: Raised Buyback Plan And Inclusive Mortgage Data Will Drive Upside
Analysts have slightly reduced their price target for TransUnion from $107.00 to $106.70, citing updated expectations for revenue growth and profitability. What's in the News TransUnion raised its 2025 full-year earnings guidance, projecting 8% to 8.5% revenue growth.내러티브 업데이트 • Oct 18
Digital Transformation And India Expansion Will Drive Future Opportunities
Analysts have lowered their price target for TransUnion from $111.80 to $107.00. This change reflects more cautious assumptions on revenue growth and profit margins, even though the discount rate has been only slightly reduced.내러티브 업데이트 • Oct 04
Digital Transformation And India Expansion Will Drive Future Opportunities
Analysts have slightly reduced their price target for TransUnion to $111.80 from $113.15, citing modest adjustments to long-term growth and risk assumptions in their updated outlook. What's in the News TransUnion (NYSE:TRU) added to S&P 1000 (Key Developments) Joined S&P 400, S&P 400 Industrials (Sector), and S&P 400 Professional Services (Industry) (Key Developments) Included in S&P Composite 1500 (Key Developments) Company repurchased 494,500 shares between April 1, 2025 and July 15, 2025, completing a buyback of 557,853 shares for $47 million (Key Developments) Issued new financial guidance for Q3 and full year 2025, projecting revenues between $1,115 million and $1,135 million for Q3, and $4,432 million to $4,472 million for the year (Key Developments) Valuation Changes The consensus analyst price target has decreased modestly from $113.15 to $111.80.분석 기사 • Sep 08
Does TransUnion (NYSE:TRU) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Jul 25
Is TransUnion (NYSE:TRU) Trading At A 49% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, TransUnion fair value estimate is US$192 TransUnion's US$98.43...분석 기사 • Jun 21
Is It Time To Consider Buying TransUnion (NYSE:TRU)?
Today we're going to take a look at the well-established TransUnion ( NYSE:TRU ). The company's stock saw a significant...주주 수익률
| TRU | US Professional Services | US 시장 | |
|---|---|---|---|
| 7D | -8.0% | -3.2% | -0.3% |
| 1Y | -27.9% | -27.7% | 24.0% |
수익률 대 산업: TRU은 지난 1년 동안 -27.7%의 수익을 기록한 US Professional Services 산업과 동일한 성과를 보였습니다.
수익률 대 시장: TRU은 지난 1년 동안 24%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| TRU volatility | |
|---|---|
| TRU Average Weekly Movement | 5.5% |
| Professional Services Industry Average Movement | 8.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: TRU는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: TRU의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1968 | 13,500 | Chris Cartwright | www.transunion.com |
TransUnion은 위험 및 정보 솔루션을 제공하는 글로벌 소비자 신용 보고 기관으로 운영되고 있습니다. 이 회사는 미국 시장과 국제 부문의 두 부문으로 운영됩니다. 미국 시장 부문에서는 금융 서비스 산업을 위한 신용 보고, 신용 마케팅, 분석 및 컨설팅, 신원 확인, 인증 및 채무 회수 솔루션과 온보딩 및 거래 처리 제품, 점수 및 분석 제품, 마케팅 솔루션, 사기 및 신원 관리 솔루션, 고객 유지 솔루션을 제공하며 보험, 기술, 소매 및 전자상거래, 통신, 미디어, 임차인 및 고용 심사, 추심 및 공공 부문을 위한 특정 시장별 솔루션도 제공합니다.
TransUnion 기초 지표 요약
| TRU 기초 통계 | |
|---|---|
| 시가총액 | US$12.77b |
| 순이익 (TTM) | US$704.40m |
| 매출 (TTM) | US$4.73b |
18.1x
주가수익비율(P/E)2.7x
주가매출비율(P/S)TRU는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| TRU 손익계산서 (TTM) | |
|---|---|
| 매출 | US$4.73b |
| 매출원가 | US$1.95b |
| 총이익 | US$2.78b |
| 기타 비용 | US$2.08b |
| 순이익 | US$704.40m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 3.65 |
| 총이익률 | 58.83% |
| 순이익률 | 14.90% |
| 부채/자본 비율 | 114.1% |
TRU의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| TransUnion 배당 일정 | |
|---|---|
| 배당락일 | May 27 2026 |
| 배당 지급일 | Jun 11 2026 |
| 배당락일까지 남은 일수 | 9 days |
| 배당 지급일까지 남은 일수 | 24 days |
TRU는 안정적으로 배당을 지급합니까?
TRU 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/17 20:16 |
| 종가 | 2026/05/15 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
TransUnion는 28명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |
| Jeffrey Silber | BMO Capital Markets Equity Research |