Q: Do you expect better growth from TSU or ATD?
5i Research Answer:
Forward one-year analyst expectations call for higher growth in TSU than ATD (20% vs. 14%, respectively), and historically TSU has grown its sales at a faster rate than ATD. ATD is roughly 35X the size of TSU, and this gives TSU a lot more flexibility to grow its sales at a faster pace. Overall, we feel that TSU has a larger runway for growth than ATD.