Apr. 21 at 2:33 AM
$TRU Heads up alert! Upcoming earnings on Thursday, 4/24/2025 for
$TRU Neutral (5.0)
TransUnion (NYSE: TRU) has experienced a turbulent period, with its stock price declining approximately 32.3% over the past six months, currently trading at
$71.53.
The company’s trailing P/E ratio stands at 59.12, while its forward P/E is considerably more attractive at 20.33, suggesting that while current valuations might appear stretched, future earnings could provide a more favorable outlook.
Analysts are projecting an EPS growth rate that remains uncertain, with indications that TRU may lack the necessary momentum for a significant earnings beat in its upcoming report.
Revenue forecasts suggest a cautious outlook, with the company contending with softer quarterly results amid a competitive landscape in data and business process services.
Comparatively, TRU's performance appears modest against industry peers, emphasizing the need for strategic growth initiatives such as its recent acquisition of Monevo, which enhances its credit distribution capabilities and aligns with evolving consumer demands for personalized services.
Additionally, the recent collaboration with K2 Cyber is a step forward in enhancing its cybersecurity offerings, reflecting a proactive approach to mitigating operational risks.
In the context of upcoming earnings reports, TransUnion is set to release its financial results for the first quarter 2025 on April 24, 2025.
Historical performance has been lackluster, with recent metrics suggesting a decline in financial health.
Analyst consensus estimates are mixed, indicating concerns about TRU's ability to meet expectations given its recent trends.
The earnings release will be critical, as it could either reinforce investor sentiment or exacerbate current apprehensions, particularly if the company fails to demonstrate a recovery in key financial metrics.
Investors are advised to monitor these developments closely, as the implications of the earnings report could significantly impact TRU's stock performance in the near term.
- Funds were net buyers of
$TRU during the previous reporting quarter.
- Top 5 funds with large holdings in
$TRU:
* Farallon Capital Management LLC
$494MM. CGMFundRank: 80%, Fund Website: www.faralloncapital.com
* Viking Global Investors LP
$380MM. CGMFundRank: 72%, Fund Website: www.vikingglobal.com
* Theleme Partners LLP
$137MM. CGMFundRank: 70%, Fund Website: www.thelemepartners.com
* Westfield Capital Management Company LP
$98MM. CGMFundRank: 62%, Fund Website: www.westfieldcapital.com
* Steadfast Capital Management LP
$84MM. CGMFundRank: 89%, Fund Website: www.steadfast.com
- Last 10 days performance: 3%
- Last 30 days performance: -12%
- Last 90 days performance: -23%
Follow ChessGM on stocktwits.com to get timely earnings alerts. Not a financial advice. Not a trading signal.
