Added to YB: 2026-05-14
Pitch date: 2026-05-13
RELX [neutral]
RELX PLC
Author Info
Company Info
RELX PLC, together with its subsidiaries, provides information-based analytics and decision tools for professional and business customers in North America, Europe, and internationally.
Market Cap
GBP 41.3B
Pitch Price
N/A
Price Target
36.39 (+48%)
Dividend
2.89%
EV/EBITDA
14.76
P/E
20.83
EV/Sales
5.06
Sector
Professional Services
Category
value
RELX: Structurally advantaged AI growth story
RELX (overview): Info-based analytics co w/ 37% Risk (fraud, identity), 29% STM (journals, ClinicalKey), 18% Legal (Lexis+), 13% Exhibitions. 7% organic growth, 35% op margin, 99% cash conversion, 15% ROIC. AI-enhanced workflow integration drives moat. Trades 17.5x fwd EPS vs 30x hist avg despite improving fundamentals. Risks: STM open-access threat, Legal competition, Risk cyclicality, cyber breach, AI margin pressure.
Read full article (21 min)