ULS
UL Solutions Inc.
Specialty Business Services
Market Cap$19.96B
5Y Perf.+183.0%
Compare Stocks
2 / 10Try these comparisons:
Stock Comparison
ULS vs TRU
Revenue, margins, valuation, and 5-year total return — side by side.
TRU
TransUnion
Consulting Services
Market Cap$14.07B
5Y Perf.-0.1%
ULS vs TRU — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ULS | TRU |
|---|---|---|
| Industry | Specialty Business Services | Consulting Services |
| Market Cap | $19.96B | $14.07B |
| Revenue (TTM) | $3.11B | $4.73B |
| Net Income (TTM) | $349M | $705M |
| Gross Margin | 49.6% | 52.7% |
| Operating Margin | 17.8% | 18.1% |
| Forward P/E | 45.5x | 15.3x |
| Total Debt | $832M | $5.16B |
| Cash & Equiv. | $295M | $854M |
ULS vs TRU — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
ULS
TRU
| Stock | Apr 24 | May 26 | Return |
|---|---|---|---|
| UL Solutions Inc. (ULS) | 100 | 283.0 | +183.0% |
| TransUnion (TRU) | 100 | 99.9 | -0.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ULS vs TRU
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: TRU leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. UL Solutions Inc. is the stronger pick specifically for capital preservation and lower volatility and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
ULS
UL Solutions Inc.
The Income Pick
ULS is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 1 yrs, beta 0.73, yield 0.5%
- 187.3% 10Y total return vs TRU's 142.0%
- Lower volatility, beta 0.73, Low D/E 64.3%, current ratio 1.32x
Best for: income & stability and long-term compounding
TRU
TransUnion
The Growth Play
TRU carries the broadest edge in this set and is the clearest fit for growth exposure and valuation efficiency.
- Rev growth 9.4%, EPS growth 60.0%, 3Y rev CAGR 7.2%
- PEG 2.87 vs ULS's 6.85
- Beta 1.36, yield 0.6%, current ratio 1.75x
Best for: growth exposure and valuation efficiency
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | TRU | 9.4% revenue growth vs ULS's 6.4% |
| Value | TRU | Lower P/E (15.3x vs 45.5x), PEG 2.87 vs 6.85 |
| Quality / Margins | TRU | 14.9% margin vs ULS's 11.2% |
| Stability / Safety | ULS | Beta 0.73 vs TRU's 1.36, lower leverage |
| Dividends | TRU | 0.6% yield, 1-year raise streak, vs ULS's 0.5% |
| Momentum (1Y) | ULS | +42.7% vs TRU's -13.9% |
| Efficiency (ROA) | ULS | 11.9% ROA vs TRU's 6.2%, ROIC 23.1% vs 7.3% |
ULS vs TRU — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
ULS vs TRU — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLULSLAGGINGTRU
TRUTransUnion
3leads
ULSUL Solutions Inc.
3leads
6 Total Categories
CATEGORYLEADERvs TRUMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
TRU6/6
Valuation MetricsMultiples, price ratios, and targets
TRU7/7
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
ULS8/9
Total Returns1Y, 3Y, 5Y total returns with dividends
ULS6/6
Risk & VolatilityBeta, volatility, and downside exposure
ULS2/2
Analyst OutlookRatings, price targets, and dividends
TRU1/1
Income & Cash Flow (Last 12 Months)
TRU leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TRU is the larger business by revenue, generating $4.7B annually — 1.5x ULS's $3.1B. Profitability is closely matched — net margins range from 14.9% (TRU) to 11.2% (ULS). On growth, TRU holds the edge at +13.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ULSUL Solutions Inc. | TRUTransUnion |
|---|---|---|
| RevenueTrailing 12 months | $3.1B | $4.7B |
| EBITDAEarnings before interest/tax | $742M | $1.4B |
| Net IncomeAfter-tax profit | $349M | $705M |
| Free Cash FlowCash after capex | $300M | $697M |
| Gross MarginGross profit ÷ Revenue | +49.6% | +52.7% |
| Operating MarginEBIT ÷ Revenue | +17.8% | +18.1% |
| Net MarginNet income ÷ Revenue | +11.2% | +14.9% |
| FCF MarginFCF ÷ Revenue | +9.7% | +14.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +7.5% | +13.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +36.4% | +172.0% |
TRU leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
TRU leads this category, winning 7 of 7 comparable metrics.
Valuation Metrics
At 31.4x trailing earnings, TRU trades at a 49% valuation discount to ULS's 62.1x P/E. Adjusting for growth (PEG ratio), TRU offers better value at 5.91x vs ULS's 9.35x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ULSUL Solutions Inc. | TRUTransUnion |
|---|---|---|
| Market CapShares × price | $20.0B | $14.1B |
| Enterprise ValueMkt cap + debt − cash | $20.5B | $18.4B |
| Trailing P/EPrice ÷ TTM EPS | 62.09x | 31.44x |
| Forward P/EPrice ÷ next-FY EPS est. | 45.49x | 15.28x |
| PEG RatioP/E ÷ EPS growth rate | 9.35x | 5.91x |
| EV / EBITDAEnterprise value multiple | 27.04x | 12.83x |
| Price / SalesMarket cap ÷ Revenue | 6.54x | 3.08x |
| Price / BookPrice ÷ Book value/share | 15.58x | 3.16x |
| Price / FCFMarket cap ÷ FCF | 49.53x | 21.27x |
TRU leads this category, winning 7 of 7 comparable metrics.
Profitability & Efficiency
ULS leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
ULS delivers a 28.1% return on equity — every $100 of shareholder capital generates $28 in annual profit, vs $15 for TRU. ULS carries lower financial leverage with a 0.64x debt-to-equity ratio, signaling a more conservative balance sheet compared to TRU's 1.13x. On the Piotroski fundamental quality scale (0–9), TRU scores 8/9 vs ULS's 7/9, reflecting strong financial health.
| Metric | ULSUL Solutions Inc. | TRUTransUnion |
|---|---|---|
| ROE (TTM)Return on equity | +28.1% | +15.1% |
| ROA (TTM)Return on assets | +11.9% | +6.2% |
| ROICReturn on invested capital | +23.1% | +7.3% |
| ROCEReturn on capital employed | +24.8% | +8.6% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 8 |
| Debt / EquityFinancial leverage | 0.64x | 1.13x |
| Net DebtTotal debt minus cash | $537M | $4.3B |
| Cash & Equiv.Liquid assets | $295M | $854M |
| Total DebtShort + long-term debt | $832M | $5.2B |
| Interest CoverageEBIT ÷ Interest expense | 25.46x | 3.61x |
ULS leads this category, winning 8 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
ULS leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ULS five years ago would be worth $28,729 today (with dividends reinvested), compared to $7,067 for TRU. Over the past 12 months, ULS leads with a +42.7% total return vs TRU's -13.9%. The 3-year compound annual growth rate (CAGR) favors ULS at 42.2% vs TRU's 4.4% — a key indicator of consistent wealth creation.
| Metric | ULSUL Solutions Inc. | TRUTransUnion |
|---|---|---|
| YTD ReturnYear-to-date | +23.0% | -12.3% |
| 1-Year ReturnPast 12 months | +42.7% | -13.9% |
| 3-Year ReturnCumulative with dividends | +187.3% | +13.9% |
| 5-Year ReturnCumulative with dividends | +187.3% | -29.3% |
| 10-Year ReturnCumulative with dividends | +187.3% | +142.0% |
| CAGR (3Y)Annualised 3-year return | +42.2% | +4.4% |
ULS leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
ULS leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
ULS is the less volatile stock with a 0.73 beta — it tends to amplify market swings less than TRU's 1.36 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ULS currently trades 92.4% from its 52-week high vs TRU's 73.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ULSUL Solutions Inc. | TRUTransUnion |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.73x | 1.36x |
| 52-Week HighHighest price in past year | $107.54 | $99.39 |
| 52-Week LowLowest price in past year | $61.64 | $65.23 |
| % of 52W HighCurrent price vs 52-week peak | +92.4% | +73.4% |
| RSI (14)Momentum oscillator 0–100 | 76.5 | 47.2 |
| Avg Volume (50D)Average daily shares traded | 704K | 2.3M |
ULS leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
TRU leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates ULS as "Buy" and TRU as "Buy". Consensus price targets imply 30.1% upside for TRU (target: $95) vs -10.0% for ULS (target: $89). For income investors, TRU offers the higher dividend yield at 0.63% vs ULS's 0.52%.
| Metric | ULSUL Solutions Inc. | TRUTransUnion |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $89.40 | $94.88 |
| # AnalystsCovering analysts | 8 | 26 |
| Dividend YieldAnnual dividend ÷ price | +0.5% | +0.6% |
| Dividend StreakConsecutive years of raises | 1 | 1 |
| Dividend / ShareAnnual DPS | $0.51 | $0.46 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.4% |
TRU leads this category, winning 1 of 1 comparable metric.
Key Takeaway
TRU leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). ULS leads in 3 (Profitability & Efficiency, Total Returns).
Best OverallUL Solutions Inc. (ULS)Leads 3 of 6 categories
Loading custom metrics...
ULS vs TRU: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ULS or TRU a better buy right now?
For growth investors, TransUnion (TRU) is the stronger pick with 9.
4% revenue growth year-over-year, versus 6. 4% for UL Solutions Inc. (ULS). TransUnion (TRU) offers the better valuation at 31. 4x trailing P/E (15. 3x forward), making it the more compelling value choice. Analysts rate UL Solutions Inc. (ULS) a "Buy" — based on 8 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ULS or TRU?
On trailing P/E, TransUnion (TRU) is the cheapest at 31.
4x versus UL Solutions Inc. at 62. 1x. On forward P/E, TransUnion is actually cheaper at 15. 3x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: TransUnion wins at 2. 87x versus UL Solutions Inc. 's 6. 85x.
03Which is the better long-term investment — ULS or TRU?
Over the past 5 years, UL Solutions Inc.
(ULS) delivered a total return of +187. 3%, compared to -29. 3% for TransUnion (TRU). Over 10 years, the gap is even starker: ULS returned +187. 3% versus TRU's +142. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ULS or TRU?
By beta (market sensitivity over 5 years), UL Solutions Inc.
(ULS) is the lower-risk stock at 0. 73β versus TransUnion's 1. 36β — meaning TRU is approximately 88% more volatile than ULS relative to the S&P 500. On balance sheet safety, UL Solutions Inc. (ULS) carries a lower debt/equity ratio of 64% versus 113% for TransUnion — giving it more financial flexibility in a downturn.
05Which is growing faster — ULS or TRU?
By revenue growth (latest reported year), TransUnion (TRU) is pulling ahead at 9.
4% versus 6. 4% for UL Solutions Inc. (ULS). On earnings-per-share growth, the picture is similar: TransUnion grew EPS 60. 0% year-over-year, compared to -1. 2% for UL Solutions Inc.. Over a 3-year CAGR, TRU leads at 7. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ULS or TRU?
UL Solutions Inc.
(ULS) is the more profitable company, earning 10. 6% net margin versus 10. 0% for TransUnion — meaning it keeps 10. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TRU leads at 18. 7% versus 17. 1% for ULS. At the gross margin level — before operating expenses — TRU leads at 59. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ULS or TRU more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, TransUnion (TRU) is the more undervalued stock at a PEG of 2. 87x versus UL Solutions Inc. 's 6. 85x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, TransUnion (TRU) trades at 15. 3x forward P/E versus 45. 5x for UL Solutions Inc. — 30. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TRU: 30. 1% to $94. 88.
08Which pays a better dividend — ULS or TRU?
All stocks in this comparison pay dividends.
TransUnion (TRU) offers the highest yield at 0. 6%, versus 0. 5% for UL Solutions Inc. (ULS).
09Is ULS or TRU better for a retirement portfolio?
For long-horizon retirement investors, UL Solutions Inc.
(ULS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 73), 0. 5% yield, +187. 3% 10Y return). Both have compounded well over 10 years (ULS: +187. 3%, TRU: +142. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ULS and TRU?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
Revenue Growth>
%
(ULS: 7.5% · TRU: 13.7%)Net Margin>
%
(ULS: 11.2% · TRU: 14.9%)P/E Ratio<
x
(ULS: 62.1x · TRU: 31.4x)You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.