Looking at the last full year results for both, my back of the napkin calculations are:
CPU: 40% of revenue is now business services (mortgage services), so that leaves 60% for share registry + other related revenues (corporate actions, etc).
LNK: Ony 20% of revenue is corporate markets, which includes share registry, comparable to CPU non-mortgage services.
Thus:
Investing in LNK is more about their super administration business (80%).
Investing in CPU is still mostly about share registry (60%), but a big chunk is now mortgage services (40%).
To be honest, I did not realise that mortgage services is now 40% of CPU revenue. Haven't read their report for awhile as it was a set and forget investment.
CPU Price at posting:
$16.33 Sentiment: Buy Disclosure: Held
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