TransUnion's high P/S ratio, despite expected average revenue growth, suggests investors are more bullish than analysts. This could risk shareholders' investments and potential investors might pay an unnecessary premium if the P/S aligns with the growth outlook.
TransUnion's investments aren't yielding high returns despite increased capital investment, reflecting in modest stock returns over the past five years. It may not be an ideal choice for those seeking a multi-bagger stock.
CEO Chris Cartwright expressed that these strategic moves aim to maximize the company's operating model, enhance technology, reduce costs, and foster innovation as well as growth. According to him, this reflects the company's ongoing focus on creating shareholder value.
The markets are starting off on the wrong foot. After the weekend commodity and equity markets opened with a sell off. This came following a massive market selloff last week. We have China lockdowns, increasing tensions in Russia, Sri Lanka’s stock market is haunted for two weeks due to a collapse of the economy, and not to mention FED tightening. There is many reasons to be bearish. There are a ton of earnings calls this week that could possibly provide some s...
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SpyderCall楼主 :
With this much overextension into the red on the 4 hour candles. We may very well see some green today on Monday. It seem almost impossible but I’ve seen crazier. The indicators are EXTREMELY OVERSOLD ON THE 4 HOUR CANDLES
RDK79 :
Deutsche Bank initiates today at Buy - PT $124. Would have been nice if they’d done this when it was in the low 80s recently. Looks like Deutche is behind the curve, and wondering if their funds bought in the 80s, then initiated the Buy….
$TransUnion(TRU.US)$announced a deal to buy closely held information services company Neustar for $3.1 billion in cash. The credit reporting agency expects the deal to close during the fourth quarter.
TransUnion股票讨论区
2023前两季度营收增长2.1%,营业利润萎缩4.4%,净利润萎缩24.7%。
目前市盈率55.2,市盈率TTM提高到64.4,估值缺乏吸引力。
Moat stocks tend to come with a heavy premium.
$国际香料香精(IFF.US)$
$Etsy Inc(ETSY.US)$
$美国合众银行(USB.US)$
$北极星(PII.US)$
$富国银行(WFC.US)$
$康卡斯特(CMCSA.US)$
$泰瑞达(TER.US)$
$艾可菲(EFX.US)$
$Veeva Systems(VEEV.US)$
$TransUnion(TRU.US)$
Can you think of other cheap moat stocks?
$巴菲特持仓(BK2999.US)$$伯克希尔-A(BRK.A.US)$$伯克希尔-B(BRK.B.US)$$苹果(AAPL.US)$$可口可乐(KO.US)$$Meta Platforms(META.US)$$微软(MSFT.US)$$谷歌-C(GOOG.US)$$谷歌-A(GOOGL.US)$
专栏Today's pre-market stock movers: WMT, AMZN, KO, BABA and more
In reaction to earnings/guidance:
$Liberty Energy(LBRT.US)$ +11.6%, $F5 Inc(FFIV.US)$ +6.9%, $Encore缆线(WIRE.US)$ + 5.6%, $Archer Daniels Midland(ADM.US)$ +5.5%, $毕达菲尔特银行(NTB.US)$ +5%, $奥尔巴尼国际(AIN.US)$ +5%, $3M(MMM.US)$ +4.0%,
Other news:
$Shell Midstream(SHLX.US)$ +10% (Shell USA to acquire all units in SHLX held by public at $15.85/unit total value $1.96 bln)
$BridgeBio Pharma(BBIO.US)$...
专栏This Weeks Outlook 4/25 - 4/29
专栏Top upgrades and downgrades on 3/18
• $好事达(ALL.US)$: Raymond James Upgrades to Strong Buy from Outperform - PT $165 (from $145)
• $DigitalBridge Group(DBRG.US)$: JPMorgan Upgrades to Neutral from Underweight - PT $7
• $佳明(GRMN.US)$: BofA Securities Upgrades to Buy from Neutral - PT $140 (from $165)
• $Guidewire Software(GWRE.US)$: JMP Securities Upgrades to Market Outperform from Market Perform - PT $110
• $MongoDB(MDB.US)$: UBS Upgrades to Buy from Neutral - PT $450 (from $345)...
专栏Today’s pre-market stock movers: ATSG, UAL, LUV, COUP and more
In reaction to earnings/quidance:
• $Gitlab(GTLB.US)$ +8.8%, $都乐食品(DOLE.US)$ +2.6%, $TransUnion(TRU.US)$ +1.1%
Other news:
-$和利时自动化(HOLI.US)$ +12% (report of takeover interest from a company in China)
-$Anavex Life Sciences(AVXL.US)$ +10.2% (Phase 2 Clinical Biomarker Data from ANAVEX 2-73-PDD-001)
-$达美航空(DAL.US)$ +4.6% (provides 01 update)
-$航空运输服务(ATSG.US)$ +4.3% (plac...
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