Intercontinental Exchange Inc (ICE)vsTransUnion (TRU)
ICE
Intercontinental Exchange Inc
$156.83
+0.65%
FINANCIAL SERVICES · Cap: $88.85B
TRU
TransUnion
$67.72
-1.31%
FINANCIAL SERVICES · Cap: $13.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Intercontinental Exchange Inc generates 117% more annual revenue ($9.93B vs $4.58B). ICE leads profitability with a 33.4% profit margin vs 10.0%. TRU appears more attractively valued with a PEG of 1.14. TRU earns a higher WallStSmart Score of 66/100 (B-).
ICE
Buy63
out of 100
Grade: C+
TRU
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.6%
Fair Value
$255.26
Current Price
$156.83
$98.43 discount
Margin of Safety
+33.9%
Fair Value
$108.58
Current Price
$67.72
$40.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 49.6%
Large-cap with strong market position
Earnings expanding 23.4% YoY
Generating 1.1B in free cash flow
Earnings expanding 52.8% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Distress zone — elevated risk
Moderate valuation
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ICE
The strongest argument for ICE centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 33.4% and operating margin at 49.6%.
Bull Case : TRU
The strongest argument for TRU centers on EPS Growth, Price/Book. Revenue growth of 13.0% demonstrates continued momentum. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bear Case : ICE
The primary concerns for ICE are PEG Ratio, P/E Ratio, Altman Z-Score.
Bear Case : TRU
The primary concerns for TRU are P/E Ratio, Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
ICE profiles as a mature stock while TRU is a value play — different risk/reward profiles.
TRU carries more volatility with a beta of 1.70 — expect wider price swings.
TRU is growing revenue faster at 13.0% — sustainability is the question.
ICE generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
TRU scores higher overall (66/100 vs 63/100) and 13.0% revenue growth. ICE offers better value entry with a 38.6% margin of safety. 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.
Visit Website →TransUnion
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
TransUnion offers risk and information solutions. The company is headquartered in Chicago, Illinois.
Visit Website →Compare with Other FINANCIAL DATA & STOCK EXCHANGES Stocks
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