TRU vs OKTA

Comparison between TransUnion (TRU, Company) and Okta Inc - Class A (OKTA, Company).

TRU is from the Financial Services sector, while OKTA is from the Technology sector.

5-Year PerformanceTRU has outperformed OKTA, delivering a return of -7.0% compared to -18.8%

TRU vs OKTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TRU(COMPANY)	OKTA(COMPANY)
Market Cap	$14B	$14B
Max Drawdown	65.28%	84.57%
Sharpe Ratio	-0.31	-0.63
5Y Beta	1.49	1.13
Industry	Financial Data & Stock Exchanges	Software - Infrastructure
P/E Ratio	19.40	57.81
Forward P/E	14.33	20.37
PEG Ratio	0.21	0.84
Dividend Yield	0.49%	N/A
5Y Dividends CAGR	14.29%	N/A
5Y EPS CAGR	16.36%	N/A
Debt to Equity	117.96%	5.00%
Free Cash Flow Yield	5.11%	6.42%
P/S Ratio	2.88	4.69
P/B Ratio	2.80	1.97

Market Cap

Winner

TRU

$14B

OKTA

$14B

Max Drawdown

Winner

TRU

65.28%

OKTA

84.57%

Sharpe Ratio

Winner

TRU

-0.31

OKTA

-0.63

5Y Beta

TRU

1.49

Winner

OKTA

1.13

Industry

TRU

Financial Data & Stock Exchanges

OKTA

Software - Infrastructure

P/E Ratio

Winner

TRU

19.40

OKTA

57.81

Forward P/E

Winner

TRU

14.33

OKTA

20.37

PEG Ratio

Winner

TRU

0.21

OKTA

0.84

Dividend Yield

TRU

0.49%

OKTA

N/A

5Y Dividends CAGR

TRU

14.29%

OKTA

N/A

5Y EPS CAGR

TRU

16.36%

OKTA

N/A

Debt to Equity

TRU

117.96%

Winner

OKTA

5.00%

Free Cash Flow Yield

TRU

5.11%

Winner

OKTA

6.42%

P/S Ratio

Winner

TRU

2.88

OKTA

4.69

P/B Ratio

TRU

2.80

Winner

OKTA

1.97

TRU vs OKTA - Historical Returns

Returns include dividend reinvestment.

Period	TRU	OKTA
1 month	+1.12%	+10.34%
3 months	-3.78%	-4.85%
6 months	-10.34%	-1.54%
1 year	-16.23%	-30.52%
5 years(CAGR)	-7.00%	-18.77%
10 years(CAGR)	+9.07%	+15.03%
Max(CAGR)	+10.44%	+15.03%

TRU

+1.12%

Winner

OKTA

+10.34%

Winner

TRU

-3.78%

OKTA

-4.85%

TRU

-10.34%

Winner

OKTA

-1.54%

Winner

TRU

-16.23%

OKTA

-30.52%

5Y(CAGR)

Winner

TRU

-7.00%

OKTA

-18.77%

10Y(CAGR)

TRU

+9.07%

Winner

OKTA

+15.03%

Max(CAGR)

TRU

+10.44%

Winner

OKTA

+15.03%

TRU vs OKTA - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	TRU	OKTA
2026	-13.46%	+0.31%
2025	-6.15%	+9.69%
2024	+39.96%	-9.43%
2023	+17.18%	+30.17%
2022	-51.19%	-69.31%
2021	+24.13%	-10.57%
2020	+13.40%	+116.74%
2019	+53.50%	+82.37%
2018	+3.91%	+141.12%
2017	+77.52%	+8.93%
2016	+12.43%	N/A
2015	+8.54%	N/A

TRU vs OKTA Drawdown Comparison

The maximum drawdown for TRU was -64.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The maximum drawdown for OKTA was -84.57%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current TRU drawdown is -40.87%. The current OKTA drawdown is -71.25%.

Rank	TRU	OKTA
#1	-64.92% Sep 8, 2021 - Oct 30, 2023	-84.57% Feb 12, 2021 - Nov 4, 2022
#2	-45.16% Feb 20, 2020 - Dec 23, 2020	-35.53% Sep 12, 2018 - Jan 17, 2019
#3	-31.27% Sep 13, 2018 - Jul 23, 2019	-31.63% Jul 26, 2019 - Apr 15, 2020
#4	-25.02% Dec 24, 2015 - Apr 27, 2016	-19.63% Jun 19, 2017 - Sep 8, 2017
#5	-17.33% Jul 22, 2016 - Feb 14, 2017	-19.34% Nov 24, 2017 - Feb 13, 2018
#6	-16.60% Dec 24, 2020 - Apr 22, 2021	-17.45% Oct 13, 2020 - Dec 8, 2020
#7	-15.75% Sep 7, 2017 - Oct 5, 2017	-16.24% Sep 2, 2020 - Oct 6, 2020
#8	-13.63% Aug 14, 2015 - Dec 17, 2015	-16.06% Dec 22, 2020 - Feb 10, 2021
#9	-10.43% Jan 26, 2018 - Apr 20, 2018	-15.78% Jun 4, 2018 - Jul 25, 2018
#10	-8.26% Jun 23, 2016 - Jul 1, 2016	-14.09% Jul 26, 2018 - Aug 23, 2018
#11	-7.86% Sep 6, 2019 - Nov 14, 2019	-12.96% Apr 27, 2017 - Jun 8, 2017
#12	-6.76% Jul 20, 2018 - Sep 4, 2018	-12.65% Jun 1, 2020 - Jul 1, 2020
#13	-5.69% Aug 8, 2019 - Sep 6, 2019	-12.30% Jun 8, 2017 - Jun 19, 2017
#14	-5.68% Jul 26, 2019 - Aug 8, 2019	-12.28% Sep 8, 2017 - Nov 24, 2017
#15	-5.05% Jun 1, 2017 - Jun 19, 2017	-12.25% Aug 5, 2020 - Aug 26, 2020