S&P Global Inc. vs TransUnion, two Credit Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
S&P Global carries 0.51 turns of debt, TransUnion 1.14, both conservative for the data trade, which frees the pair to be about franchise depth: S&P's ratings-and-index monopoly-adjacent business against TransUnion's consumer-credit bureau. S&P earns the far richer economics, a 30.4% net margin and 7.9% on assets against TransUnion's 14.9% and 5.85%, and trades dearer, 25.8 times earnings against 19.5. Both pay small dividends near 1%. The pair prices two financial-data tolls of different depth; S&P's debt-ratings-and-indices franchise is the deeper, higher-margin moat and commands the premium, TransUnion's bureau the narrower one at a discount, the market ranking them by the breadth and pricing power of their recurring revenue.
Comparison updated 2026-07-11.
| Metric | SPGI | TRU |
|---|---|---|
| Price | $408.17 | $70.34 |
| Market cap | $121.5B | $13.7B |
| Sector | Financial Services | Financial Services |
| Stage | Mature | Mature |
| Implied growth (priced in) | +14.6% | +23.5% |
| P/E | 25.8 | 19.5 |
| P/B | 3.88 | 2.78 |
| P/S | 7.72 | 2.89 |
| EV/EBITDA | 16.8 | 12.9 |
| Revenue growth | +8.5% | +11.0% |
| Operating margin | 48.0% | 19.6% |
| Net margin | 30.4% | 14.9% |
| Return on equity | 15.3% | 14.3% |
| Return on assets | 7.9% | 5.8% |
| Dividend yield | 0.9% | 0.7% |
| Debt / equity | 0.51 | 1.14 |
| Current ratio | 0.68 | 1.93 |
| Altman Z (solvency) | 3.84 | 2.07 |
| Piotroski F (quality) | 6 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.