Cass Information Systems Inc (CASS)vsThomson Reuters Corporation Common Shares (TRI)
CASS
Cass Information Systems Inc
$44.16
-0.14%
INDUSTRIALS · Cap: $568.38M
TRI
Thomson Reuters Corporation Common Shares
$87.40
0.00%
INDUSTRIALS · Cap: $38.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Thomson Reuters Corporation Common Shares generates 3504% more annual revenue ($7.48B vs $207.42M). TRI leads profitability with a 20.1% profit margin vs 16.9%. CASS trades at a lower P/E of 18.8x. CASS earns a higher WallStSmart Score of 60/100 (C).
CASS
Buy60
out of 100
Grade: C
TRI
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.0%
Fair Value
$108.11
Current Price
$44.16
$63.95 discount
Margin of Safety
-298.8%
Fair Value
$22.37
Current Price
$87.40
$65.03 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 87.6% YoY
Reasonable price relative to book value
Strong operational efficiency at 29.7%
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 26.6%
Areas to Watch
Smaller company, higher risk/reward
Moderate valuation
Expensive relative to growth rate
Earnings declined 42.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : CASS
The strongest argument for CASS centers on EPS Growth, Price/Book, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 29.7%.
Bull Case : TRI
The strongest argument for TRI centers on Profit Margin, Operating Margin. Profitability is solid with margins at 20.1% and operating margin at 26.6%.
Bear Case : CASS
The primary concerns for CASS are Market Cap.
Bear Case : TRI
The primary concerns for TRI are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
CASS carries more volatility with a beta of 0.44 — expect wider price swings.
CASS is growing revenue faster at 6.2% — sustainability is the question.
TRI generates stronger free cash flow (607M), providing more financial flexibility.
Monitor SPECIALTY BUSINESS SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CASS scores higher overall (60/100 vs 49/100), backed by strong 16.9% margins. 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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