WallStSmart

Intercontinental Exchange Inc (ICE)vsTransUnion (TRU)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Intercontinental Exchange Inc generates 116% more annual revenue ($10.56B vs $4.90B). ICE leads profitability with a 38.3% profit margin vs 15.1%. TRU appears more attractively valued with a PEG of 1.08. TRU earns a higher WallStSmart Score of 72/100 (B).

ICE

Buy

61

out of 100

Grade: C+

Growth: 5.3Profit: 7.5Value: 5.0Quality: 5.0
Piotroski: 6/9Altman Z: 0.60

TRU

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 5.7Quality: 6.0
Piotroski: 6/9Altman Z: 1.52

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ICE5 strengths · Avg: 9.0/10
Profit MarginProfitability
38.3%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
52.6%10/10

Strong operational efficiency at 52.6%

Market CapQuality
$88.36B9/10

Large-cap with strong market position

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.74B8/10

Generating 1.7B in free cash flow

TRU1 strengths · Avg: 8.0/10
EPS GrowthGrowth
32.1%8/10

Earnings expanding 32.1% YoY

Areas to Watch

ICE3 concerns · Avg: 3.3/10
PEG RatioValuation
2.154/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.8%4/10

4.8% revenue growth

Altman Z-ScoreHealth
0.602/10

Distress zone — elevated risk

TRU2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.524/10

Distress zone — elevated risk

Debt/EquityHealth
1.173/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : ICE

The strongest argument for ICE centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 38.3% and operating margin at 52.6%.

Bull Case : TRU

The strongest argument for TRU centers on EPS Growth. Profitability is solid with margins at 15.1% and operating margin at 19.7%. Revenue growth of 14.9% demonstrates continued momentum.

Bear Case : ICE

The primary concerns for ICE are PEG Ratio, Revenue Growth, Altman Z-Score.

Bear Case : TRU

The primary concerns for TRU are Altman Z-Score, Debt/Equity.

Key Dynamics to Monitor

ICE profiles as a value stock while TRU is a mature play — different risk/reward profiles.

TRU carries more volatility with a beta of 1.54 — expect wider price swings.

TRU is growing revenue faster at 14.9% — sustainability is the question.

ICE generates stronger free cash flow (1.7B), providing more financial flexibility.

Bottom Line

TRU scores higher overall (72/100 vs 61/100), backed by strong 15.1% margins and 14.9% revenue growth. Both earn "Strong 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.

Intercontinental Exchange Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

The Intercontinental Exchange (ICE) is an American Fortune 500 company formed in 2000 that operates global exchanges, clearing houses and provides mortgage technology, data and listing services. The company owns exchanges for financial and commodity markets, and operates regulated exchanges and marketplaces.

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TransUnion

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

TransUnion offers risk and information solutions. The company is headquartered in Chicago, Illinois.

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