TransUnion: AI And International Operations Could Imply $78.5 Per Share

May 01, 2023 12:35 AM ETTransUnion (TRU) StockTRU1 Comment

Summary

  • With the transformations of recent years in global industries, TransUnion is currently considered a valuable data manager.
  • I would expect revenue growth from the sale of new products. I would also expect successful positioning in new market possibilities and expansion of services towards marketing fraud management.
  • In particular, I would expect that more launches like that of CreditVision in the U.S. and globally will likely take place soon.
  • I am optimistic about the real-time identity resolution technology obtained from Neustar.

AI, circuit board

Andy

TransUnion (NYSE:TRU) expects double digit sales growth in the international markets in 2023, and most analysts are optimistic about FCF growth in 2023 and 2024. In my view, new products offering decision analytics with real-time identity resolution services or other innovative

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I am an M&A investment advisor with 10+ years of experience. I used to work for a big institution. I like M&A deals, value investing, and emerging markets. If you see an error please contact: wangluxem@financier.comQuingshan Capital Management provides articles for informational purposes only. I only give my opinion. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on my articles constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of TRU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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