Cass Information Systems Inc (CASS)vsThomson Reuters Corporation Common Shares (TRI)
CASS
Cass Information Systems Inc
$47.52
+0.95%
INDUSTRIALS · Cap: $605.85M
TRI
Thomson Reuters Corporation Common Shares
$86.04
+0.35%
INDUSTRIALS · Cap: $35.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Thomson Reuters Corporation Common Shares generates 3566% more annual revenue ($7.66B vs $209.05M). TRI leads profitability with a 19.9% profit margin vs 16.7%. CASS trades at a lower P/E of 20.1x. TRI earns a higher WallStSmart Score of 59/100 (C).
CASS
Hold50
out of 100
Grade: D+
TRI
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.9%
Fair Value
$66.71
Current Price
$47.52
$19.19 discount
Margin of Safety
-53.2%
Fair Value
$58.22
Current Price
$86.04
$27.82 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 27.8%
Strong operational efficiency at 30.3%
Conservative balance sheet, low leverage
Areas to Watch
3.2% revenue growth
1.0% earnings growth
Smaller company, higher risk/reward
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : CASS
The strongest argument for CASS centers on Price/Book, Operating Margin. Profitability is solid with margins at 16.7% and operating margin at 27.8%.
Bull Case : TRI
The strongest argument for TRI centers on Operating Margin, Debt/Equity. Profitability is solid with margins at 19.9% and operating margin at 30.3%. PEG of 1.29 suggests the stock is reasonably priced for its growth.
Bear Case : CASS
The primary concerns for CASS are Revenue Growth, EPS Growth, Market Cap.
Bear Case : TRI
No major red flags identified for TRI, but monitor valuation.
Key Dynamics to Monitor
CASS profiles as a value stock while TRI is a mature play — different risk/reward profiles.
CASS carries more volatility with a beta of 0.46 — expect wider price swings.
TRI is growing revenue faster at 9.8% — sustainability is the question.
TRI generates stronger free cash flow (349M), providing more financial flexibility.
Bottom Line
TRI scores higher overall (59/100 vs 50/100), backed by strong 19.9% margins. CASS offers better value entry with a 31.9% margin of safety. Both earn "Buy" and "Hold" 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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