RDW
Redwire Corporation
RDW offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
TRU
TransUnion
TRU has the edge over RDW overall, supported by lower modeled downside and stronger valuation.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
TRU Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Stable |
TRU's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
TRU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $65.96 | -19% |
| Forward | 16x | $80.97 | — |
| Current | 20x | $80.97 | — |
| Fair | 46x | $188 | +132% |
| Expensive | 55x | $225 | +177% |
Historical ranges are pointers, not guarantees.
TRU's PE is in its cheap range at 20x, but its recent earnings include one-off gains. If earnings grow as analysts expect, today's price would be 16x next year's earnings.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
TRU Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for TRU, with profitability improving.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
TRU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.12 | +25% |
| Q3 2026 | $4.11 | +93% |
| Q2 2026 | $3.79 | +90% |
| Q1 2026 | $3.61 | +93% |
| Q4 2025 | $2.32 | +60% |
| Q3 2025 | $2.13 | +85% |
| Q2 2025 | $1.99 | +$2.84 |
| Q1 2025 | $1.87 | +$2.88 |
| Q4 2024 | $1.45 | +$2.52 |
TRU has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW's revenue has grown year over year for five quarters in a row: $109M last quarter, up 5.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
TRU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.3B | +12% |
| Q2 2026 | $1.3B | +15% |
| Q1 2026 | $1.2B | +14% |
| Q4 2025 | $1.2B | +13% |
| Q3 2025 | $1.2B | +7.8% |
| Q2 2025 | $1.1B | +9.5% |
| Q1 2025 | $1.1B | +7.3% |
| Q4 2024 | $1B | +8.6% |
TRU's revenue has grown year over year every quarter since late 2020: $1.3B last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | +2.6 points |
| Q2 2026 | 20% | +2.8 points |
| Q1 2026 | 20% | -3.6 points |
| Q4 2025 | 17% | +0.9 points |
| Q3 2025 | 18% | +3.3 points |
| Q2 2025 | 17% | -0.7 points |
| Q1 2025 | 23% | +7.8 points |
| Q4 2024 | 16% | +10 points |
TRU has the edge over RDW on profitability, with a higher operating margin.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
TRU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $362.6M | +51% |
| Q2 2026 | $305.7M | +43% |
| Q1 2026 | $19M | +$34.9M |
| Q4 2025 | $222.8M | +63% |
| Q3 2025 | $240.4M | +49% |
| Q2 2025 | $214.3M | -5.6% |
| Q1 2025 | -$15.9M | -$7.5M |
| Q4 2024 | $136.9M | +31% |
TRU has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
TRU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1.1M shares |
| 1 year | -2.3% | -4.6M shares |
| 3 years | -0.4% | -800K shares |
| 5 years | -0.3% | -500K shares |
| Available history | +0.4% | +800K shares |
TRU has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $128.8M |
| Q2 2026 | $103.4M |
| Q1 2026 | $12.1M |
| Q4 2025 | $149.4M |
| Q3 2025 | $113.8M |
| Q2 2025 | $33.4M |
| Q1 2025 | $5.4M |
TRU spent $394M buying back its own shares over the past year.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
TRU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.9x | Moderate |
| Q2 2026 | 3.1x | Elevated |
| Q1 2026 | 3.4x | Elevated |
| Q4 2025 | 3.0x | Moderate |
| Q3 2025 | 3.2x | Elevated |
| Q2 2025 | 3.4x | Elevated |
| Q1 2025 | 3.5x | Elevated |
| Q4 2024 | 3.7x | Elevated |
TRU's net debt is about 2.9 years of its operating earnings (EBITDA), down from 3.1 years a year ago.
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
TRU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.0 | Neutral |
| Stochastic | 73.4 | Neutral |
TRU's weekly RSI is 55 (neutral) and its Stochastic is 73 (neutral).
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
TRU PE vs Industrials Sector
| Metric | TRU | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 24x | 18% below |
| PE % | 21 | 58 | 37 pts below |
TRU is trading at 20x earnings, a 18% discount to the Industrials sector's median of 24x, though its recent earnings include one-off gains.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
TRU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $74.1 | 9.3% above |
| 20 week MA | $77.1 | 5% above |
| 50 week MA | $76.0 | 6.5% above |
| 100 week MA | $81.6 | 0.8% below |
| 200 week MA | $79.1 | 2.3% above |
TRU has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW has the edge over TRU on returns for 2026, with the stronger performance.
TRU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $85.4 | $101.0 | +18% |
| 2021 | $101.0 | $117.6 | +16% |
| 2022 | $117.6 | $56.5 | -52% |
| 2023 | $56.5 | $68.7 | +22% |
| 2024 | $68.7 | $93.7 | +36% |
| 2025 | $93.7 | $87.4 | -6.8% |
| 2026 YTD | $87.4 | $81.0 | -7.3% |
TRU has finished higher in four of the last six years. It's down 7.3% so far in 2026.