Cass Information Systems Inc (CASS)vsThomson Reuters Corporation Common Shares (TRI)
CASS
Cass Information Systems Inc
$55.18
+0.18%
INDUSTRIALS · Cap: $706.64M
TRI
Thomson Reuters Corporation Common Shares
$97.35
+1.71%
INDUSTRIALS · Cap: $45.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Thomson Reuters Corporation Common Shares generates 3543% more annual revenue ($7.83B vs $214.99M). TRI leads profitability with a 21.2% profit margin vs 17.1%. CASS trades at a lower P/E of 19.9x. CASS earns a higher WallStSmart Score of 64/100 (C+).
CASS
Buy64
out of 100
Grade: C+
TRI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.4%
Fair Value
$68.15
Current Price
$55.18
$12.97 discount
Margin of Safety
-47.1%
Fair Value
$60.64
Current Price
$97.35
$36.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 31.6%
Reasonable price relative to book value
Earnings expanding 24.3% YoY
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 28.3%
Earnings expanding 47.2% YoY
Areas to Watch
Smaller company, higher risk/reward
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : CASS
The strongest argument for CASS centers on Operating Margin, Price/Book, EPS Growth. Profitability is solid with margins at 17.1% and operating margin at 31.6%. Revenue growth of 12.2% demonstrates continued momentum.
Bull Case : TRI
The strongest argument for TRI centers on Profit Margin, Debt/Equity, Operating Margin. Profitability is solid with margins at 21.2% and operating margin at 28.3%.
Bear Case : CASS
The primary concerns for CASS are Market Cap, Altman Z-Score.
Bear Case : TRI
The primary concerns for TRI are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
CASS carries more volatility with a beta of 0.42 — expect wider price swings.
CASS is growing revenue faster at 12.2% — sustainability is the question.
TRI generates stronger free cash flow (722M), providing more financial flexibility.
Monitor SPECIALTY BUSINESS SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CASS scores higher overall (64/100 vs 63/100), backed by strong 17.1% margins and 12.2% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cass Information Systems Inc
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Cass Information Systems, Inc. provides information processing and payment services to manufacturing, distribution and retail companies in the United States. The company is headquartered in St. Louis, Missouri.
Thomson Reuters Corporation Common Shares
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Thomson Reuters Corporation provides business information services in the Americas, Europe, the Middle East, Africa, and Asia Pacific.
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