Breaking News
Get 45% Off 0
🌊 NVIDIA ripple effect: Track AI stocks' response to chip giant's earnings
Explore AI Stocks

Here's Why You Should Retain TransUnion In Your Portfolio

By Zacks Investment ResearchStock MarketsJun 14, 2019 04:25AM ET
www.investing.com/analysis/precos-firmes-para-o-boi-gordo-200431807
Here's Why You Should Retain TransUnion In Your Portfolio
By Zacks Investment Research   |  Jun 14, 2019 04:25AM ET
Saved. See Saved Items.
This article has already been saved in your Saved Items
 
 
US500
-0.09%
Add to/Remove from Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
NCI_old
0.00%
Add to/Remove from Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
GPN
+2.09%
Add to/Remove from Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
NVEE
-0.33%
Add to/Remove from Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
TRU
-0.75%
Add to/Remove from Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 

TransUnion’s (NYSE:TRU) stock has gained 25.2% year to date, significantly outperforming the 13.7% rally of the Zacks S&P 500 composite.

With an expected long-term earnings per share growth rate of 7% and a market cap of $13.3 billion, TransUnion seems to be a stock that investors should retain in their portfolio for now.

Factors That Bode Well

TransUnion’s addressable market includes the Big Data and analytics market, which is expanding at a rapid pace. Numerous underlying trends such as creation of massive amounts of data, advances in technology and analytics that allow data to be processed more swiftly and efficiently, results in increased demand for these business insights across industries and geographies.

Research firm, IDC, projects that worldwide revenues for big data and business analytics (“BDA”) solutions will witness a five-year compounded annual growth rate (“CAGR”) of 13.2% to reach $274.3 billion in 2022. In order to capitalize on the immense potential growth in this market, TransUnion has leveraged its next-generation technology to strengthen its analytics capabilities and further expand its database.

TransUnion’s acquisition strategy focuses on investment in unique and differentiated data assets, acquiring new capabilities for expanding in vertical markets and boosting international footprints. The 2018 acquisitions of Rubixis, Callcredit, iovation and Healthcare Payment Specialists enable the company with new market entry and portfolio diversification.

In May, 2019, the company announced that it has inked a deal to acquire TruSignal, Inc., a people-based marketing technology. The acquisition is expected to strengthen TransUnion's digital marketing solutions.

Last Words

Despite riding on significant growth prospects, TransUnion is not free from overhangs. A debt-laden balance sheet may limit its future expansion and worsen its risk profile. High degree of competition restricts its pricing power and puts a strain on the bottom line. Nevertheless, we believe that a large addressable market and acquisitions bode well for TransUnion in the long run.

Zacks Rank & Key Picks

Currently, TransUnion carries a Zacks Rank #3 (Hold).

Some top-ranked stocks in the broader Zacks Business Services sector are Navigant Consulting (NYSE:NCI) , Global Payments (NYSE:GPN) and NV5 Global (NASDAQ:NVEE) . While Navigant Consulting sports a Zacks Rank #1 (Strong Buy), Global Payments and NV5 Global carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Long-term expected EPS (three to five years) growth rate for Navigant Consulting, Global Payments and NV5 Global is 13.5%, 16.9% and 20%, respectively.

Will you retire a millionaire?

One out of every six people retires a multimillionaire. Get smart tips you can do today to become one of them in a new Special Report, “7 Things You Can Do Now to Retire a Multimillionaire.”

Click to get it free >>



TransUnion (TRU): Free Stock Analysis Report

Navigant Consulting, Inc. (NCI): Free Stock Analysis Report

NV5 Global, Inc. (NVEE): Free Stock Analysis Report

Global Payments Inc. (GPN): Free Stock Analysis Report

Original post

Zacks Investment Research

Here's Why You Should Retain TransUnion In Your Portfolio
 

Related Articles

Here's Why You Should Retain TransUnion In Your Portfolio

Add a Comment

Comment Guidelines

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

Write your thoughts here
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email