Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets.
But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how data & business process services stocks fared in Q1, starting with TransUnion (NYSE:TRU).
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%.
But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
A number of stocks jumped in the afternoon session after the major indices popped (Nasdaq +3.4%, S&P 500 +2.5%) in response to the positive outcome of U.S.-China trade negotiations, as both sides agreed to pause some tariffs for 90 days, signaling a potential turning point in ongoing tensions. This rollback cuts U.S. tariffs on Chinese goods to 30% and Chinese tariffs on U.S. imports to 10%, giving companies breathing room to reset inventories and supply chains.
Credit reporting company TransUnion (NYSE:TRU) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 7.3% year on year to $1.1 billion. On the other hand, next quarter’s revenue guidance of $1.09 billion was less impressive, coming in 0.9% below analysts’ estimates. Its non-GAAP profit of $1.05 per share was 7.6% above analysts’ consensus estimates.
Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities.
However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.
TransUnion (TRU) reports Q1 2025 revenue of $1.096 billion, beating consensus and projecting continued growth in the face of potential economic softening.
Credit reporting company TransUnion (NYSE:TRU) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 7.3% year on year to $1.10 billion. On the other hand, next quarter’s revenue guidance of $1.09 billion was less impressive, coming in 0.8% below analysts’ estimates. Its non-GAAP profit of $1.05 per share was 7.3% above analysts’ consensus estimates.
Let’s dig into the relative performance of TransUnion (NYSE:TRU) and its peers as we unravel the now-completed Q4 data & business process services earnings season.
Shareholders of TransUnion would probably like to forget the past six months even happened. The stock dropped 32.3% and now trades at $71.53. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the data & business process services industry, including Broadridge (NYSE:BR) and its peers.
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data & business process services industry, including SS&C (NASDAQ:SSNC) and its peers.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how data & business process services stocks fared in Q4, starting with Verisk (NASDAQ:VRSK).
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data & business process services industry, including EXL (NASDAQ:EXLS) and its peers.
