Added to YB: 2025-12-10
Pitch date: 2025-12-06
WKL.AS [bullish]
Wolters Kluwer N.V.
-27.42%
current return
Author Info
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Company Info
Wolters Kluwer N.V. provides information, software solutions, and services for professionals in the Netherlands, rest of Europe, the United States, Canada, the Asia Pacific, and internationally.
Market Cap
EUR 14.7B
Pitch Price
EUR 90.00
Price Target
N/A
Dividend
3.85%
EV/EBITDA
9.40
P/E
11.60
EV/Sales
3.06
Sector
Professional Services
Category
value
Stock Idea: Wolters Kluwer
WKL.AS: Down 50% from highs despite 27% Health & Tax/Accounting revenue, 90%+ renewal rates, 14% 5yr DPS CAGR, 107% FCF/NI ratio. Trades at 2.5%+ yield. Moat: trusted content, high switching costs, AI integration. Risks: GenAI disruption, cyclical revenues, M&A integration, 2.6 D/E ratio rising.
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