CACI International (NYSE:CACI) vs. TransUnion (NYSE:TRU) Head to Head Comparison

TransUnion (NYSE:TRU) and CACI International (NYSE:CACI) are both large-cap industrials companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, valuation, dividends, risk, profitability, analyst recommendations and institutional ownership.

Institutional and Insider Ownership

86.4% of CACI International shares are held by institutional investors. 0.4% of TransUnion shares are held by insiders. Comparatively, 1.1% of CACI International shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Analyst Ratings

This is a summary of recent recommendations and price targets for TransUnion and CACI International, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
TransUnion	0	6	10	0	2.62
CACI International	0	4	7	1	2.75

TransUnion currently has a consensus price target of $94.38, indicating a potential upside of 18.03%. CACI International has a consensus price target of $628.55, indicating a potential downside of 3.11%. Given TransUnion’s higher possible upside, equities analysts clearly believe TransUnion is more favorable than CACI International.

Volatility & Risk

TransUnion has a beta of 1.53, indicating that its stock price is 53% more volatile than the S&P 500. Comparatively, CACI International has a beta of 0.53, indicating that its stock price is 47% less volatile than the S&P 500.

Profitability

This table compares TransUnion and CACI International’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
TransUnion	15.08%	16.29%	6.67%
CACI International	5.60%	15.65%	6.45%

Valuation and Earnings

This table compares TransUnion and CACI International”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
TransUnion	$4.58 billion	3.35	$455.40 million	$3.79	21.10
CACI International	$9.57 billion	1.50	$499.83 million	$24.15	26.86

CACI International has higher revenue and earnings than TransUnion. TransUnion is trading at a lower price-to-earnings ratio than CACI International, indicating that it is currently the more affordable of the two stocks.

Summary

CACI International beats TransUnion on 8 of the 15 factors compared between the two stocks.

About TransUnion

TransUnion operates as a global consumer credit reporting agency that provides risk and information solutions. The company operates through U.S. Markets, International, and Consumer Interactive segments. The U.S. Markets segment provides consumer reports, actionable insights, and analytic services to businesses, which uses its services to acquire new customers; assess consumer ability to pay for services; identify cross-selling opportunities; measure and manage debt portfolio risk; collect debt; verify consumer identities; and mitigate fraud risk. This segment serves various industry vertical markets, including financial services, technology, commerce and communications, insurance, media, services and collections, tenant and employment, and public sectors. The International segment offers credit reports, analytics, technology solutions, and other value-added risk management services; consumer services, which help consumers to manage their personal finances; consumer credit reporting, insurance and auto information solutions, and commercial credit information services. It serves customers in financial services, retail credit, insurance, automotive, collections, public sector, and communications industries through direct and indirect channels. The company was formerly known as TransUnion Holding Company, Inc. and changed its name to TransUnion in March 2015. TransUnion was founded in 1968 and is headquartered in Chicago, Illinois.

About CACI International

CACI International Inc, through its subsidiaries, engages in the provision of expertise and technology to enterprise and mission customers in support of national security in the intelligence, defense, and federal civilian sectors. The company operates through two segments, Domestic Operations and International Operations. The Domestic Operations segment offers digital solutions by modernizing enterprise and agency-unique applications, enterprise infrastructure, and business processes; C4ISR solutions, including command, control, communications, and computer (C4), as well as intelligence, surveillance, and reconnaissance (ISR) technology and networks; and cyber solutions for cybersecurity, cyberspace, electronic warfare, and signals intelligence operations. This segment also provides space solutions, comprising intelligence fusion, data analytic, and decision support, as well as logistics solutions; engineering services, such as platform integration, modernization and sustainment, system engineering, naval architecture, training and simulation, and logistics engineering; design, implement, protect, and manage secure enterprise IT solutions for federal agencies; and mission support solutions, that include analytic services, as well as scenario-based instruction across the spectrum of intelligence processing, collection, and products. The International Operations segment provides a range of IT services, proprietary data, and software products to the commercial and government customers in the United Kingdom, continental Europe, and internationally. The company was founded in 1962 and is headquartered in Reston, Virginia.