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SPGI vs TRU

S&P Global Inc. (SPGI) and TransUnion (TRU) are both filed with the SEC under Services-Consumer Credit Reporting, Collection Agencies. SPGI is 7.9× TRU's size by market cap ($128.9B against $16.3B); TRU trades at the higher fiscal-year P/E (36.5× against 29.7×); SPGI reports the higher net margin (29.2% against 10.0%); SPGI grew sales faster over three years (+11.1% against +7.2%); and over the past year TRU returned -2.9% against SPGI's -18.6%.

SPGITRU
Last close$442.89$85.67
Market cap$128.9B$16.3B
P/E (FY)29.7×36.5×
P/S8.4×3.6×
EV/EBITDA18.3×14.5×
Operating margin42.2%18.7%
Net margin29.2%10.0%
Return on equity13.9%10.5%
Sales growth (3y)+11.1%+7.2%
EPS growth (3y)+12.9%+18.9%
Dividend yield0.9%0.6%
1-year return-18.6%-2.9%

Screener snapshot — prices as of 2026-08-28. Each side's last close is the most recent session the snapshot holds for that company, which can be an earlier one, and its 1-year return is measured to that close. Market caps struck on 2026-08-27. Last close, market cap and the 1-year return are price figures; every other row is computed over the company's latest filed fiscal year — FY2025 (ended 2025-12-31) for both.

Who holds them, and who has traded them

SPGITRU
Institutional holders (13F)2,089557
Insider buyers − sellers (180d)+3-4
Congressional trades disclosed (180d)80
Executive-branch officials on file — trades disclosed (180d)121

Counts only. The congressional figures count transactions dated in the trailing 180 days and disclosed in STOCK Act periodic transaction reports; amounts are filed as ranges and are never summed. The executive-branch figures count the same window of transactions, and they are scoped to one roster. The officials OGE posts for direct download. Insider buyers − sellers counts distinct people filing open-market Form 4 purchases minus distinct people filing open-market sales over the trailing 180 days, capped at ±5.

SPGI vs TRU: common questions

Is SPGI bigger than TRU?
SPGI carries the larger market cap — $128.9B against $16.3B, both struck on 2026-08-27.
Which trades at a higher P/E, SPGI or TRU?
TRU, at a fiscal-year 36.5× against 29.7× for SPGI. Both are price ÷ latest full-year diluted earnings per share, not a trailing-twelve-month P/E.
How have SPGI and TRU performed over the past year?
TRU returned -2.9% and SPGI -18.6%, measured on the trailing calendar year to the last close.
How many institutions hold SPGI and TRU?
2,089 13F filers report a position in SPGI and 557 in TRU, on the latest quarter in the panel.
Are SPGI and TRU in the same industry?
Both are filed with the SEC under Services-Consumer Credit Reporting, Collection Agencies, which is the classification this pairing is built on.

SPGI overview · TRU overview · SPGI institutional ownership · TRU institutional ownership · Congress and SPGI · Executive branch and SPGI · Executive branch and TRU

More in Services-Consumer Credit Reporting, Collection Agencies: EFX vs MCO · EFX vs SPGI · EFX vs TRU · MCO vs SPGI

Stock comparisons lists every pair this site publishes.

Source: SPZCO — https://spzco.com/vs/spgi-vs-tru