Added to YB: 2025-09-12
Pitch date: 2025-09-10
RELX [bullish]
RELX PLC
-8.07%
current return
Author Info
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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 54.6B
Pitch Price
GBP 33.47
Price Target
135.40 (+349%)
Dividend
2.14%
EV/EBITDA
19.49
P/E
29.07
EV/Sales
6.50
Sector
Professional Services
Category
growth
RELX (RELX) — The Invisible Compounder
RELX: Anglo-Dutch data giant serving scientists/lawyers/risk analytics. 2024: £9.4B rev (+7%), £3.2B adj op profit (+10%), 120p EPS (+9%). 83% digital revenue, workflow-critical tools with AI integration (Lexis+ AI, ScienceDirect AI). Strong moat via irreplaceable datasets. Mid-30s P/E but 10-12% EPS growth trajectory suggests 2-3x over cycle via compounding + buybacks.
Read full article (3 min)