S&P Global (SPGI) vs TransUnion (TRU)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
S&P Global (SPGI) has outperformed TransUnion (TRU) over the past year, losing 11.8% versus a loss of 18.5%. Over five years, SPGI leads with a -4.1% price change compared with -44.2% for TRU. S&P Global is the larger company by market cap ($118.72 billion vs $12.38 billion), about 9.6 times the size, while TransUnion is growing revenue faster (+9.4% vs +7.9%).
On valuation, TransUnion trades at a lower forward P/E (11.6x vs 19.9x for S&P Global). S&P Global offers the higher dividend yield (0.96% vs 0.37%). S&P Global converts more of its revenue into profit, with a net margin of 29.2% versus 10.0%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | SPGI | TRU |
|---|---|---|
| Share price | $402.73 | $64.59 |
| Market cap | $118.72B | $12.38B |
| 1-day change | +1.91% | +2.82% |
| YTD return | -18.54% | -24.68% |
| 1-year return | -11.76% | -18.50% |
| 5-year return | -4.11% | -44.21% |
| P/E ratio (TTM) | 24.51 | 17.04 |
| Forward P/E | 19.94 | 11.65 |
| EPS (TTM) | $16.43 | $3.79 |
| Dividend yield | 0.96% | 0.37% |
| Annual dividend | $3.86 | $0.24 |
| Revenue (latest FY) | $15.34B | $4.58B |
| Revenue growth (YoY) | +7.94% | +9.38% |
| Net income (latest FY) | $4.47B | $455.40M |
| Gross margin | 70.25% | — |
| Operating margin | 42.24% | 18.74% |
| Net margin | 29.15% | 9.95% |
| 52-week high | $522.47 | $89.12 |
| 52-week low | $361.03 | $60.96 |
| Distance from 52-week high | -22.92% | -27.52% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +28.75% | +44.73% |
| Average volume | 1.91M | 2.34M |
| Shares outstanding | 294.80M | 191.60M |
| Employees | 44,500 | 13,000 |
| Sector | Finance | Finance |
| Industry | Finance: Consumer Services | Finance: Consumer Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- S&P Global is about 9.6 times larger than TransUnion by market value ($118.72B vs $12.38B).
- S&P Global trades at a higher earnings multiple (24.5x vs 17.0x trailing P/E).
- S&P Global is more profitable, keeping 29.2 cents of every revenue dollar as net income versus 10.0 cents for TransUnion.
About S&P Global
SPGI stock →S&P Global Inc., together with its subsidiaries, provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets. It operates through four segments: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Energy, and S&P Dow Jones Indices.
Finance · Finance: Consumer Services · 44,500 employees
About TransUnion
TRU stock →TransUnion operates as a global consumer credit reporting agency that provides risk and information solutions. The company operates in two segments, U.S.
Finance · Finance: Consumer Services · 13,000 employees
SPGI vs TRU FAQ
Which is bigger, S&P Global or TransUnion?
S&P Global (SPGI) is larger, with a market capitalization of $118.72B compared with $12.38B for TransUnion (TRU).
Which stock has performed better over the past year, SPGI or TRU?
SPGI returned -11.76% over the past 12 months, compared with -18.50% for TRU (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, SPGI or TRU?
TRU has the lower trailing P/E at 17.0, versus 24.5 for SPGI. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, S&P Global or TransUnion?
S&P Global has the higher yield at 0.96%, compared with 0.37% for TransUnion.
Are S&P Global and TransUnion in the same industry?
Yes. Both are classified in the Finance: Consumer Services industry within the Finance sector.