Relx vs Wolters Kluwer: a Stock Duel
A duel in the information services industry
The time has come for the third stock duel of the year: Relx vs Wolters Kluwer. With strong defensiveness, consistent growth, and a synergy with the AI boom, these two companies are highly intriguing. They share a similar profile, but what sets them apart? Let’s dive in and explore!
If you enjoy stock duels, don’t miss the 2 first ones!
Share your thoughts on both companies in the comments below!
Metrics and market
RELX (ticker: RELX.L) and Wolters Kluwer (ticker: WKL.AS) both occupy leading positions in the professional information and analytics sector, yet each has carved out distinct strengths and growth trajectories.
RELX’s transformation from a traditional publisher into a data-driven analytics powerhouse has been a key driver of its success. By investing heavily in technology and specialized data solutions, RELX has delivered robust performance and maintained healthy profit margins. This shift toward analytics-based services, especially in areas like legal, scientific, and risk analytics, has helped RELX capture market share and boost revenue growth.
Here you can find my article about the company:
Wolters Kluwer, on the other hand, has steadily built a strong foothold in healthcare, tax, accounting, and compliance solutions. Its push into cloud-based offerings and SaaS platforms has broadened its customer base and opened new avenues for recurring revenue. Although Wolters Kluwer may not have pivoted as aggressively into data analytics as RELX, it has demonstrated consistent progress through targeted acquisitions and organic investments in digital solutions.
Valuation-wise, both are expensive. This is justified by a decent moat, a defensive business model and a steady growth.
Technical analysis
Used source: Marketscreener.com. Affiliate link just here
RELX
The trend is very positive but here would be my 3 buying zones:
Buying zone 1: £33
Buying zone 2: £28
Buying zone 3: £25
Wolters Kluwer
After the recent pullback, the price could be an opportunity:
Buying zone 1: 140€
Buying zone 2: 125€
Buying zone 3: 109€
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great breakdown of two good companies everyone should have on your radar, thanks.