Latest news with #RELX
Yahoo
8 hours ago
- Business
- Yahoo
RELX PLC (RELX): A Bull Case Theory
We came across a bullish thesis on RELX PLC (RELX) on FluentInQuality's Substack. In this article, we will summarize the bulls' thesis on RELX. RELX PLC (RELX)'s share was trading at $52.97 as of 10th June. RELX 's trailing and forward P/E were 38.02 and 29.94 respectively according to Yahoo Finance. A data analyst using cutting-edge analytics to accurately interpret complex sets of data. RELX Plc (REL) has quietly transformed itself from a traditional publishing house into an indispensable data and analytics powerhouse embedded in the workflows of scientists, lawyers, regulators, and financial professionals. Its crown jewels—Elsevier, LexisNexis, ICIS, and FlightGlobal—don't chase headlines; they provide deeply validated, mission-critical information that professionals rely on daily. RELX doesn't sell news or trend-driven content—it sells trust, insight, and operational confidence. Whether diagnosing a rare disease or modeling global trade flows, its tools are often the first—and only—stop for users. This embedded relevance creates a business model with powerful economics: subscription-based revenue, high renewal rates, low marginal costs, and 30 %+ operating margins. Once inside an institution, RELX is rarely replaced. Behind its steady exterior, RELX is a stealth acquirer, layering AI, predictive analytics, and risk-scoring capabilities through targeted tuck-ins and bolt-ons that enrich its data ecosystems. These acquisitions are rarely flashy but sharply focused, reinforcing pricing power and customer retention across its segments. Each division amplifies the others—legal workflows benefit from real-time risk data, compliance platforms pull from dynamic regulatory feeds, and scientific research is elevated through AI-driven insights. The result isn't a fragmented portfolio but a deeply integrated web of solutions that are difficult to replicate or displace. With mid-single-digit organic growth, high-margin reinvestment, and an unyielding grip on high-stakes workflows, RELX stands out as a quiet compounder. It doesn't ride hype cycles or make splashy pivots—it wins by embedding itself where complexity, regulation, and trust converge. In a world obsessed with noise, RELX thrives on necessity. Previously, we covered a bullish thesis on SAP SE (SAP) by FluentInQuality, which framed the company as foundational infrastructure for global business, quietly evolving into a cloud-first, AI-augmented platform with remarkable customer stickiness and operational leverage. The stock price has appreciated by roughly 4% since our coverage. FluentInQuality's thesis on RELX PLC (RELX) echoes this theme of indispensable enterprise software; RELX operates behind the scenes, embedding itself deeply in mission-critical workflows across legal, scientific, and regulatory domains. Both companies are quiet compounders thriving on necessity, not novelty, with RELX paralleling SAP's durability through high-margin, subscription-based models and integrated data ecosystems that are nearly impossible to replace. RELX PLC (RELX) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 18 hedge fund portfolios held RELX at the end of the first quarter which was 16 in the previous quarter. While we acknowledge the risk and potential of RELX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.
Yahoo
9 hours ago
- Business
- Yahoo
RELX PLC (RELX): A Bull Case Theory
We came across a bullish thesis on RELX PLC (RELX) on FluentInQuality's Substack. In this article, we will summarize the bulls' thesis on RELX. RELX PLC (RELX)'s share was trading at $52.97 as of 10th June. RELX 's trailing and forward P/E were 38.02 and 29.94 respectively according to Yahoo Finance. A data analyst using cutting-edge analytics to accurately interpret complex sets of data. RELX Plc (REL) has quietly transformed itself from a traditional publishing house into an indispensable data and analytics powerhouse embedded in the workflows of scientists, lawyers, regulators, and financial professionals. Its crown jewels—Elsevier, LexisNexis, ICIS, and FlightGlobal—don't chase headlines; they provide deeply validated, mission-critical information that professionals rely on daily. RELX doesn't sell news or trend-driven content—it sells trust, insight, and operational confidence. Whether diagnosing a rare disease or modeling global trade flows, its tools are often the first—and only—stop for users. This embedded relevance creates a business model with powerful economics: subscription-based revenue, high renewal rates, low marginal costs, and 30 %+ operating margins. Once inside an institution, RELX is rarely replaced. Behind its steady exterior, RELX is a stealth acquirer, layering AI, predictive analytics, and risk-scoring capabilities through targeted tuck-ins and bolt-ons that enrich its data ecosystems. These acquisitions are rarely flashy but sharply focused, reinforcing pricing power and customer retention across its segments. Each division amplifies the others—legal workflows benefit from real-time risk data, compliance platforms pull from dynamic regulatory feeds, and scientific research is elevated through AI-driven insights. The result isn't a fragmented portfolio but a deeply integrated web of solutions that are difficult to replicate or displace. With mid-single-digit organic growth, high-margin reinvestment, and an unyielding grip on high-stakes workflows, RELX stands out as a quiet compounder. It doesn't ride hype cycles or make splashy pivots—it wins by embedding itself where complexity, regulation, and trust converge. In a world obsessed with noise, RELX thrives on necessity. Previously, we covered a bullish thesis on SAP SE (SAP) by FluentInQuality, which framed the company as foundational infrastructure for global business, quietly evolving into a cloud-first, AI-augmented platform with remarkable customer stickiness and operational leverage. The stock price has appreciated by roughly 4% since our coverage. FluentInQuality's thesis on RELX PLC (RELX) echoes this theme of indispensable enterprise software; RELX operates behind the scenes, embedding itself deeply in mission-critical workflows across legal, scientific, and regulatory domains. Both companies are quiet compounders thriving on necessity, not novelty, with RELX paralleling SAP's durability through high-margin, subscription-based models and integrated data ecosystems that are nearly impossible to replace. RELX PLC (RELX) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 18 hedge fund portfolios held RELX at the end of the first quarter which was 16 in the previous quarter. While we acknowledge the risk and potential of RELX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.
Yahoo
08-06-2025
- Business
- Yahoo
Jim Cramer on RELX (RELX): 'Two thumbs up'
We recently published a list of . In this article, we are going to take a look at where RELX PLC (NYSE:RELX) stands against other stocks that Jim Cramer discusses. During the lightning round, a caller asked what Cramer thought of RELX PLC (NYSE:RELX), and he said: 'Oh, well, you know what, finally, someone asked me about the old Reed Elsevier, which I've always liked. They're putting up great numbers. That's one of the reasons why people want to go to Europe to buy stocks. No controversy. Reed Elsevier, RELX, two thumbs up.' A publishing manager overseeing the process of releasing content to the public. RELX (NYSE:RELX) delivers data-driven analytics and tools that support decision-making and improve efficiency for professionals and businesses across various industries. The company's services include risk evaluation, scientific research support, legal insights, and market engagement solutions. Aoris Investment Management stated the following regarding RELX PLC (NYSE:RELX) in its Q4 2024 investor letter: 'RELX PLC (NYSE:RELX) is a leading global provider of data, decisioning tools and analytics to users in professional markets, including legal, academic, banking, and insurance underwriting. RELX has transitioned from a provider of simple data and content, to increasingly being a supplier of productivity enabling analytic and decisioning tools, thereby becoming more relevant to its professional users. This became more apparent in 2024 when RELX's growth accelerated notably in several key end markets, and we expect growth will continue to gradually accelerate for a number of years. Overall, RELX ranks 7th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of RELX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
05-06-2025
- Business
- CNBC
Lightning Round: I personally would not own Altria, says Jim Cramer
'Mad Money' host Jim Cramer weighs in on stocks including: RELX, Altria, Gorilla Technology, Lincoln National, and EHang.
CNBC
05-06-2025
- Business
- CNBC
Cramer's Lightning Round: RELX is a buy
RELX: "[buy, buy buy!] RELX, two thumbs up." Altria: "I personally would not own Altria. Why? Because I don't like what the do." Lincoln National: "No, we're not going to recommend that going to buy Chubb." EHang: "I'm not going to really want to do a lot of China right now." Click here to download Jim Cramer's Guide to Investing at no cost to help you build long-term wealth and invest
