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RELX
10/5/26

RELX (RELX)

Monday
12:55 AM
ThesisRecent performance metrics and macroeconomic pressures have led to increased concerns about RELX's growth trajectory, particularly in the legal and risk sectors.

Revenue Outlook

MetricFY2025FY2026EFY2027E
Revenue$9.6B$10.0B$10.6B
Rev. Growth+1.7%+4.0%+6.5%
EPS$1.13$1.40$1.56
EPS Growth+8.7%+24.3%+10.8%
P/E (fwd)29.6×23.8×21.5×
★ Analysts see FY2027 revenue reaching $10.6B — +6.5% growth in a single year.

What Moves the Stock

  1. 01Changes in regulatory environments affecting the legal and risk sectors
  2. 02Growth in demand for data analytics in emerging markets
  3. 03M&A activity within the specialty business services sector
  4. 04Technological advancements in data processing and analytics
  5. 05Risk & Business Analytics - 40%
  6. 06Scientific, Technical & Medical - 35%
  7. 07Legal - 25%
  8. 08Digital transformation in data analytics
FY2025 Snapshot
Revenue
$9.6B
Rev. Growth
+1.7%
Gross Margin
63.7%
Op. Margin
31.1%
Net Margin
21.5%
Net Income
$2.1B
NI Growth
+6.8%
EPS
$1.13
1Y Return
-28.4%

RELX Chart

29.631.934.236.438.733.42RELX Daily33.42May '26Jul '26Aug '26Oct '26

My Notes

  • "Market sentiment is shifting as investors reassess the impact of regulatory changes on our core segments."
  • Moat: RELX's extensive data assets and established customer relationships provide a strong competitive moat.
  • value - Investors may be drawn to RELX for its strong margins and ROE, despite recent stock performance.
  • Rising interest rates may increase financing costs for customers, potentially impacting demand for RELX's services and affecting valuation…
  • Watch on earnings: Subscription revenue growth rate, Customer acquisition costs, Operating margin.

One Sentence Summary:

RELX: the story is balanced — changes in regulatory environments affecting the legal and risk sectors.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.