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Moody's vs TransUnion: MCO and TRU compared
Moody's is the larger company: $2.0B of revenue in its latest quarter (Q3 2026) against $1.3B for TransUnion (Q3 2026). TransUnion is growing faster (+12% against +0.8% a year earlier). Moody's is more profitable, with an operating margin of 44.8% against 20.4%.
Where the money goes: MCO and TRU
Moody's (MCO) · Q3 2026
Moody's, Q3 2026: revenue $2.0B (+0.8% year over year), operating margin 44.8%, net earnings $736M, operating cash flow $753M. The chart follows the revenue to costs, profit and cash.
TransUnion (TRU) · Q3 2026
TransUnion, Q3 2026: revenue $1.3B (+12% year over year), operating margin 20.4%, net earnings $156M, operating cash flow $430M. The chart follows the revenue to costs, profit and cash.
| Moody's (MCO) | TransUnion (TRU) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $2.0B | $1.3B |
| Revenue growth, Y/Y | +0.8% | +12% |
| Operating margin | 44.8% | 20.4% |
| Net earnings | $736M | $156M |
| Net margin | 36.4% | 11.9% |
| Operating cash flow | $753M | $430M |
| Free cash flow | $668M | $363M |
| Market value | $87.6B | $15.6B |
| P/E | 30.8× | 19.7× |
| Analysts’ mean target | $552.48 | $90.19 |
Where the revenue comes from
Moody's
- Recurring Revenue: $1.3B (64%)
- Transaction Revenue: $722M (36%)
Questions
Which is bigger, Moody's or TransUnion?
Moody's is the larger company: $2.0B of revenue in its latest quarter (Q3 2026) against $1.3B for TransUnion (Q3 2026).
Is Moody's or TransUnion growing faster?
TransUnion is growing faster (+12% against +0.8% a year earlier).
Which is more profitable, Moody's or TransUnion?
Moody's is more profitable, with an operating margin of 44.8% against 20.4%.
More: Moody's earnings · how Moody's makes money · TransUnion earnings · how TransUnion makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 21, 2026; 10-Q filed Oct 27, 2026). Fiscal quarters can end on different dates. Not investment advice.