Transunion Intrinsic Value – Goldman Sachs Increases TransUnion Price Target to $80, Maintains Neutral Rating
June 23, 2023
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TRANSUNION ($NYSE:TRU): TransUnion is a leading consumer credit reporting company based in the United States. It collects and aggregates information on over one billion consumers, including credit information from various sources. Recently, Goldman Sachs, a leading global investment banking, securities and investment management firm, has revised their price target on TransUnion to $80, while maintaining a Neutral rating.
In addition, TransUnion’s leadership team has been focused on creating value for investors through a number of initiatives and strategic acquisitions. These initiatives have included launching of new products, expanding its global footprint, and increasing its customer base. The increased price target is also a result of the strong performance of TransUnion’s stock over the past year. Furthermore, TransUnion has made strategic investments in data and analytics to further enhance its competitive positioning. Overall, Goldman Sachs’ decision to revise their price target for TransUnion is yet another indication of the company’s strong fundamentals and positive outlook for growth. With continued focus on creating value for investors, TransUnion is well-positioned to capitalize on opportunities in the consumer credit reporting space going forward.
Stock Price
On Tuesday, Goldman Sachs increased its price target for TransUnion stock to $80, and maintained a neutral rating. The stock opened the day at $73.1 and closed at $74.8, representing a 2.3% increase from its last closing price of $73.1. This news was welcomed by investors, who are optimistic about TransUnion’s future prospects. Although Goldman Sachs has maintained a neutral rating for the stock, the increased price target is a strong signal of the company’s overall performance. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Transunion. TransUnion_Price_Target_to_80_Maintains_Neutral_Rating”>More…
| Total Revenues | Net Income | Net Margin |
| 3.73k | 273.8 | 7.2% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Transunion. TransUnion_Price_Target_to_80_Maintains_Neutral_Rating”>More…
| Operations | Investing | Financing |
| 363.4 | -736.5 | -474.9 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Transunion. TransUnion_Price_Target_to_80_Maintains_Neutral_Rating”>More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 11.56k | 7.23k | 21.89 |
Key Ratios Snapshot
Some of the financial key ratios for Transunion are shown below. TransUnion_Price_Target_to_80_Maintains_Neutral_Rating”>More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 11.0% | 1.0% | 17.1% |
| FCF Margin | ROE | ROA |
| 1.5% | 9.5% | 3.5% |
Analysis – Transunion Intrinsic Value
At GoodWhale, we have carefully analyzed the financials of TRANSUNION and have calculated the intrinsic value of its share to be around $106.0. As of now, the stock is trading at $74.8, which is undervalued by 29.5%. This presents an opportunity for investors to purchase the stock at a discounted rate and benefit from the upside potential in the future. We believe the fundamental strength of TRANSUNION and its sound financial position will allow it to capitalize on market opportunities and enhance shareholder value over time. TransUnion_Price_Target_to_80_Maintains_Neutral_Rating”>More…
Peers
The company was founded in 1968 and is headquartered in Chicago, Illinois.
– Experian PLC ($LSE:EXPN)
As of 2022, Experian PLC has a market cap of 24.81B and a Return on Equity of 34.45%. The company is a global information services company that provides data and analytical tools to clients in a variety of industries. Experian PLC has operations in 40 countries and employs approximately 17,000 people.
– Equifax Inc ($NYSE:EFX)
As of 2022, Equifax Inc has a market cap of 18.4B and a Return on Equity of 18.44%. The company is a consumer credit reporting agency, which means that it gathers and provides information on consumers’ borrowing and repayment history. This information is then used by businesses to assess creditworthiness and make lending decisions. Equifax is one of the three major credit reporting agencies in the United States, along with Experian and TransUnion.
– CRA International Inc ($NASDAQ:CRAI)
CRA International Inc is a global consulting firm with a market cap of 679.36M as of 2022. The company has a Return on Equity of 17.68%. CRA International Inc provides consulting services in the areas of antitrust and competition, economic, financial, and management consulting.
Summary
This move is indicative of a bullish outlook for the company, suggesting that investors could trust in TransUnion’s future performance and profitability. Goldman Sachs believes TransUnion will continue to be a long-term high-performing stock due to its strong fundamentals, excellent track record, and wide array of financial services. Further, the company’s innovative product range and ability to quickly adapt to changing market conditions provides a competitive edge. Additionally, the company’s strong balance sheet, financial stability and good corporate governance make it an attractive investment.
