Reasons to Retain TransUnion (TRU) in Your Portfolio Now

Group 1: Company Performance - Booz Allen Hamilton (BAH) has a long-term earnings growth expectation of 14% and delivered a trailing four-quarter earnings surprise of 12.5% on average [1] - TransUnion (TRU) has recorded better-than-expected earnings and revenue performance in three of the past four quarters, driven by strength in the Financial Services and Emerging verticals under the U.S. Markets segment [3] - TRU has an expected long-term EPS growth rate of 14.6%, with earnings anticipated to grow 14.2% in 2024 and 17.2% in 2025, while revenues are expected to increase by 6.5% in 2024 and 7.9% in 2025 [4] Group 2: Financial Health - TransUnion's current ratio at the end of Q1 2024 was 1.65, higher than the preceding quarter's 1.47 and the year-ago quarter's 1.57, indicating good liquidity to meet short-term obligations [5] - The company's international segment revenues increased by 16% year over year in Q1 2024, supported by improving economic conditions and new product initiatives [7] Group 3: Strategic Initiatives - TransUnion is benefiting from product initiatives, acquisitions, and increasing liquidity [6] - The acquisition of Verisk Financial Services in 2022 has enhanced the company's insights and solutions, improving financial inclusion and fraud prevention [10] - The 2021 acquisition of Neustar has positioned TRU to standardize and streamline product delivery platforms, aiming for a unified global platform [10] Group 4: Competitive Landscape - TransUnion operates in a highly competitive market, with competitors varying by business segment, geographical market, and industry vertical, which restricts pricing power and can strain profitability [11]