Added to YB: 2025-11-12
Pitch date: 2025-11-05
WKL.AS [bullish]
Wolters Kluwer N.V.
-39.6%
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 108.15
Price Target
N/A
Dividend
3.85%
EV/EBITDA
9.40
P/E
11.60
EV/Sales
3.06
Sector
Professional Services
Category
value
Medtech, telcos and AI fears - Wolters Kluwer (WKL.AS)
WKL.AS (quick overview): 9-month organic growth accelerated to 6%, margins & FCF up double digits. Health, tax, ESG segments strong despite macro noise. 80%+ recurring revenue, steady guidance maintained. Stock down 33% from Feb highs on AI disruption fears & leadership transition concerns - sentiment overreaction vs solid fundamentals.
Read full article (2 min)