Q4 snap: underlying CY18 EPS guide conservative
Q4 revenue was 4% ahead of consensus, while ad. op income and EPS similarly beat. Revenue growth accelerated 3pp QoQ to +16% YoY cc, with 2pp of the pickup due to M&A. EPS upside was driven by USIS and consumer segment revenues, while margin slightly declined YoY, perhaps due to recent acquisitions. CY18 guidance calls for revenue and adjusted EPS ahead of prior consensus, but the latter looks light excluding tax reform, perhaps conservatism given the track record.TransUnion is an information and insights company. The company provides consumer reports, actionable insights and analytics such as credit and other scores, and decisioning capabilities to businesses. The company has the following reportable segments: United States Markets, which provides consumer reports, actionable insights and analytics such as credit and other scores, and decisioning capabilities to businesses; International, which provides services similar to its United States Markets segment to businesses in select regions outside the United States; and Consumer Interactive, which provides solutions that help consumers manage their personal finances and take precautions against identity theft.
Formed in 2003 by an established team from Cazenove, one of the most respected investment banks in the UK, Atlantic Equities conducts and publishes fundamental, bottom up research on mid and large cap US companies.
Atlantic provide order execution through a wide range of DMA products and algorithmic trading suites.
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