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TransUnion (TRU) Stock Analysis

Range Bound setup

HoldModerate Confidence

Financial Services · Financial Data & Stock Exchanges

Hold if already holding. Not a fresh buy at $70.55, but acceptable to hold if already in. Reasons: Concentration risk — Customer: U.S. financial services and consumer credit industries; Leverage penalty (D/E 1.2): -0.5.

TransUnion is a global consumer credit reporting and data analytics company with operations in 30+ countries, offering credit risk, fraud, identity, and marketing solutions to financial institutions, insurers, retailers, and consumers. Revenue is earned via transaction fees and... Read more

$70.55+18.9% A.UpsideScore 6.1/10#2 of 11 Financial Data & Stock Exchanges
Stop $64.98Target $83.06(analyst − 10%)A.R:R 2.3:1
Analyst target$92.29+30.8%21 analysts
$83.06our TP
$70.55price
$92.29mean
$114

Hold if already holding. Not a fresh buy at $70.55, but acceptable to hold if already in. Reasons: Concentration risk — Customer: U.S. financial services and consumer credit industries; Leverage penalty (D/E 1.2): -0.5. Chart setup: RSI 55 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 6.1/10, moderate confidence.

Passes 6/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news boost analyst 0.50, earnings proximity 83d clear, semi cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.

Thesis

Rewards
Strong earnings beat streak (4/4)
Attractive valuation
Strong growth profile
Risks
Concentration risk — Customer: U.S. financial services and consumer credit industries
Leverage penalty (D/E 1.2): -0.5
Negative momentum

Key Metrics

P/E (TTM)19.5
P/E (Fwd)12.6
Mkt Cap$13.6B
EV/EBITDA13.0
Profit Mgn14.9%
ROE15.3%
Rev Growth13.7%
Beta1.71
Dividend0.71%
Rating analysts25

Quality Signals

Piotroski F8/9

Options Flow

P/C0.63bullish
IV52%elevated
Max Pain$45-36.2% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomerU.S. financial services and consumer credit industries
    10-K Item 1A: 'Our revenues are concentrated in the U.S. financial services and consumer credit industries.'
  • MEDIUMProductU.S. Markets Financial Services37%
    10-K Item 1A: 'Our 2025 revenue in our U.S. Markets Financial Services and Consumer Interactive verticals accounted for approximately 37% and 13%, respectively, of consolidated gross revenues'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.0
Obv
1.0
Ma Position
1.0
Rsi
4.5
Volume distribution (falling OBV)Below 200-MA, MA slope -3.0%/30d — confirmed downtrend
GatesMomentum 1.3<4.5Death cross (50MA < 200MA)A.R:R 2.3 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.50EARNINGS PROXIMITY 83d clearSEMI CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
55 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $66.76Resistance $80.26

Price Targets

$65
$83
A.Upside+17.7%
A.R:R2.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Momentum score 1.3/10 — below 4.5 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-23 (83d)

Verdict History

reverse chrono — latest first
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Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is TRU stock a buy right now?

Hold if already holding. Not a fresh buy at $70.55, but acceptable to hold if already in. Reasons: Concentration risk — Customer: U.S. financial services and consumer credit industries; Leverage penalty (D/E 1.2): -0.5. Chart setup: RSI 55 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $83.06 (+17.7%), stop $64.98 (−8.6%), A.R:R 2.3:1. Score 6.1/10, moderate confidence.

What is the TRU stock price target?

Take-profit target: $83.06 (+18.9% upside). Target $83.06 (+17.7%), stop $64.98 (−8.6%), A.R:R 2.3:1. Stop-loss: $64.98.

What are the risks of investing in TRU?

Concentration risk — Customer: U.S. financial services and consumer credit industries; Leverage penalty (D/E 1.2): -0.5; Negative momentum.

Is TRU overvalued or undervalued?

TransUnion trades at a P/E of 19.5 (forward 12.6). TrendMatrix value score: 7.1/10. Verdict: Hold.

What do analysts say about TRU?

25 analysts cover TRU with a consensus score of 4.1/5. Average price target: $92.

What does TransUnion do?TransUnion is a global consumer credit reporting and data analytics company with operations in 30+ countries, offering...

TransUnion is a global consumer credit reporting and data analytics company with operations in 30+ countries, offering credit risk, fraud, identity, and marketing solutions to financial institutions, insurers, retailers, and consumers. Revenue is earned via transaction fees and subscriptions; U.S. Financial Services is 37% of 2025 gross revenues.

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