Added to YB: 2026-06-25
Pitch date: 2026-06-23
REL.L [neutral]
RELX PLC
+12.04%
current return
Author Info
Lux Opes Research covers European companies. Lots of them. Sign up for the newsletter.
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 47.2B
Pitch Price
GBP 23.23
Price Target
N/A
Dividend
2.50%
EV/EBITDA
16.57
P/E
21.64
EV/Sales
5.75
Sector
Professional Services
Category
growth
RELX (REL UK): AI an accelerator (rather than a threat)?
REL.L (update): AI proving accelerator, not threat. Lexis+ AI now adopted by >50% of new/renewing US legal customers, driving 9% organic legal growth (vs historical low-single-digit). STM outlook upgraded. Group guides 6-8% organic rev growth + margin expansion. $2bn/yr tech spend, 12K+ specialists, proprietary data moat. Valuation compressed on AI fears despite accelerating fundamentals; FX masking H1 strength. July interims key catalyst.
Read full article (2 min)