VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

S&P Global Inc. vs TransUnion

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

S&P Global Inc.

SPGI · New York Stock Exchange

Market cap (USD)$126.4B
Gross margin (TTM)70.3%
Operating margin (TTM)42.2%
Net margin (TTM)29.2%
SectorFinancials
IndustryFinancial - Data & Stock Exchanges
CountryUS
Data as of2025-12-21
Moat score
77/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into S&P Global Inc.'s moat claims, evidence, and risks.

View SPGI analysis

TransUnion

TRU · New York Stock Exchange

Market cap (USD)$14.8B
Gross margin (TTM)52.8%
Operating margin (TTM)18.9%
Net margin (TTM)10%
SectorFinancials
IndustryConsulting Services
CountryUS
Data as of2025-12-23
Moat score
61/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into TransUnion's moat claims, evidence, and risks.

View TRU analysis

Comparison highlights

  • Moat score gap: S&P Global Inc. leads (77 / 100 vs 61 / 100 for TransUnion).
  • Segment focus: S&P Global Inc. has 5 segments (32.6% in S&P Global Market Intelligence); TransUnion has 4 segments (34.2% in U.S. Markets - Financial Services).
  • Moat breadth: S&P Global Inc. has 9 moat types across 5 domains; TransUnion has 8 across 4.

Primary market context

S&P Global Inc.

S&P Global Market Intelligence

Market

Financial market data, analytics, and workflow tools for institutions

Geography

Global

Customer

B2B (institutional investors, banks, insurers, corporates)

Role

Data/analytics and workflow software provider

Revenue share

32.6%

TransUnion

U.S. Markets - Financial Services

Market

U.S. consumer credit bureau data & risk analytics for lenders

Geography

United States

Customer

B2B (banks, lenders, fintechs, mortgage/auto originators)

Role

Consumer reporting agency & decisioning analytics provider

Revenue share

34.2%

Side-by-side metrics

S&P Global Inc.
TransUnion
Ticker / Exchange
SPGI - New York Stock Exchange
TRU - New York Stock Exchange
Market cap (USD)
$126.4B
$14.8B
Gross margin (TTM)
70.3%
52.8%
Operating margin (TTM)
42.2%
18.9%
Net margin (TTM)
29.2%
10%
Sector
Financials
Financials
Industry
Financial - Data & Stock Exchanges
Consulting Services
HQ country
US
US
Primary segment
S&P Global Market Intelligence
U.S. Markets - Financial Services
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
61 / 100
Moat domains
Demand, Supply, Legal, Network, Financial
Network, Demand, Legal, Supply
Last update
2025-12-21
2025-12-23

Moat coverage

Shared moat types

Data Workflow LockinScope EconomiesBrand TrustDe Facto StandardCompliance Advantage

S&P Global Inc. strengths

Regulated Standards PipeSwitching Costs GeneralEcosystem ComplementsBenchmark Pricing Power

TransUnion strengths

Standards RegistryData Network EffectsHabit Default

Segment mix

S&P Global Inc. segments

Full profile >

S&P Global Market Intelligence

Oligopoly

32.6%

S&P Global Ratings

Oligopoly

29.6%

S&P Global Commodity Insights

Oligopoly

15.1%

S&P Global Mobility

Competitive

11.3%

S&P Dow Jones Indices

Oligopoly

11.4%

TransUnion segments

Full profile >

U.S. Markets - Financial Services

Oligopoly

34.2%

U.S. Markets - Emerging Verticals

Competitive

29%

U.S. Markets - Consumer Interactive

Competitive

14%

International

Oligopoly

22.8%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.