Company Reports

RELX, based in the UK, is a global provider of business information, analytics, and decision-making tools for professionals in various industries. It generates revenue mainly by creating and selling access to curated information databases, analytics, and journals. In addition, RELX organizes major events such as trade shows and conferences.

RELX's first-half results were broadly in line with FactSet consensus, and 2026 guidance was maintained. Shares traded flat on July 23.

RELX, based in the UK, is a global provider of business information, analytics, and decision-making tools for professionals in various industries. It generates revenue mainly by creating and selling access to curated information databases, analytics, and journals. In addition, RELX organizes major events such as trade shows and conferences.

RELX released no first-quarter numbers in its trading update and made no changes to guidance wording. Commentary indicated that performance is in line with expectations set at the start of the year.

We reviewed our moat ratings in the global technology and information services' sectors due to potential disruption from artificial intelligence.

RELX, based in the UK, is a global provider of business information, analytics, and decision-making tools for professionals in various industries. It generates revenue mainly by creating and selling access to curated information databases, analytics, and journals. In addition, RELX organizes major events such as trade shows and conferences.

RELX, based in the UK, is a global provider of business information, analytics, and decision-making tools for professionals in various industries. It generates revenue mainly by creating and selling access to curated information databases, analytics, and journals. In addition, RELX organizes major events such as trade shows and conferences.

RELX's fourth quarter delivered in-line growth and better-than-expected margins versus FactSet consensus. 2026 guidance was upgraded, and the share buyback was increased 50%. Shares rose 2% on Feb. 12.

On Feb. 3, Thomson Reuters, RELX, and Wolters Kluwer's stocks fell 16%, 14%, and 13%, respectively, after Anthropic released a legal plug-in for its Claude product.

RELX's third-quarter trading update reported 7% underlying revenue growth year to date with 9% growth in legal. 2025 guidance was maintained. The shares were down 2% intraday.

RELX's first-half results were in line with FactSet consensus. The highlight was 7% underlying growth, led by 9% growth in the legal segment. Shares were up 1% in July 24 intraday trading.

No first-quarter numbers were disclosed in the trading update. Commentary indicates the year started well across all four business areas and 2025 guidance was confirmed. Shares were flat intraday.

RELX, based in the UK, is a global provider of business information, analytics, and decision-making tools for professionals in various industries. It generates revenue mainly by creating and selling access to curated information databases, analytics, and journals. In addition, RELX organizes major events such as trade shows and conferences.

RELX reported 2024 results and 2025 guidance that were broadly in line with FactSet consensus. The shares were flat in intraday trading on Feb. 13.

RELX reported 7% underlying revenue growth in its nine-month trading update, in line with our estimate for the full year. Fiscal 2024 guidance was reaffirmed. Shares were up around 1% intraday.

Wide-moat RELX reported first-half results that were broadly in line with FactSet consensus and our expectations. Guidance was unchanged. Shares were up around 2% intraday. We don’t expect to make a material change to our GBX 3,650 fair value estimate. At current levels, the shares are trading just below our fair value estimate.

Wide-moat RELX’s first-quarter trading update indicated initial performance in fiscal 2024 is tracking in line with guidance and our expectations. Shares are trading flat intraday. We don’t expect to make a material change to our GBX 3,650 fair value estimate. At current levels, the shares look undervalued.

We’re initiating coverage of RELX, Wolters Kluwer, and Clarivate; three companies in the business information industry that provide curated data, analytics, and software solutions to a variety of professionals in academia, health, law, finance, government, and others. RELX has a wide moat, fair value estimate of GBX 3,650, and 4-star rating. Wolters Kluwer has a wide moat, a fair value estimate of EUR 137, and 2-star rating. Clarivate has no moat, fair value estimate of EUR 137, and 3-star rating.

RELX, based in the UK, is a global provider of business information, analytics, and decision-making tools for professionals in various industries. It generates revenue mainly by creating and selling access to curated information databases, analytics, and journals. In addition, RELX organizes major events such as trade shows and conferences.

We are dropping coverage of RELX. We provide broad coverage of more than 1,500 companies globally and periodically adjust our coverage according to investor interest and staffing.