TransUnion (TRU) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$75.49 +1.59% NYSE • Public Delayed / 60s Snapshot

TransUnion (TRU) carries a Roarable Rating of C+ (Hold) with 67/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $14.40B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510067
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw D+ · Rk B+
Cash (13)Whales (10)SEC (16)Macro (16)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+4.1% Base Target
$94 Bull$79 Base$61 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:56% Call Buyers ($2.5M)
44% PutsMax Pain: $74.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How TRU Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$661.6M (14.5% FCF Margin)
Revenue$4.58BGross Profit $2.01B (44%)Cost of Sales $2.56BOp Profit $857.8M (18.7%)OpEx (R&D/SG&A) $1.16BNet Profit$455.4M (10%)Tax/Other $402.4M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $3.83B
FY24
Rev $4.18B
FY25
Rev $4.58B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$4.58B44%18.7%$455.4M$661.6M8%
FY 2024$4.18B44%15.9%$284.4M$516.7M6.1%
FY 2023$3.83B44%3.4%-$206.2M$473.0M2.1%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring TRU)

  • ✓Live walkthrough of TRU's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
Want Plain-English AI Custom Indicators, Daily Pro Trader Video Clips & SMS Crash Alerts?
TRU // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +8.15%▼ DESCENDING CHANNEL
2026-10-30O $74.78H $77.64L $74.78C $76.79VOL 3.43M
RES: $83.41SUP: $55.89SMA50: $74.49SMA200: $74.09
$88.28$80.87$73.47$66.07$58.66RES $83.41SUP $55.89$76.792026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

TRU Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
24.4%/yr Implied 5Y Growth

vs. +9.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on TRU today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for TRU. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for TRU today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

TRU Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is TransUnion (TRU)?

In FY 2025 (10-K), TRU converted $4.6B of revenue into a 44% gross margin, 18.7% operating margin, and $661.6M in free cash flow (14.5% FCF margin).