Why I prefer RELX over Wolters Kluwer for the long term:
- Stronger long-term growth potential – RELX is increasingly focused on high-growth analytics, data and AI-driven decision tools.
- Higher margins and operating leverage – RELX has strong margins and a scalable business model, allowing profits to grow faster than revenue.
- Better growth + quality combination – RELX benefits from recurring revenue, strong competitive advantages and growing demand for data, analytics and AI.
- Attractive shareholder returns – RELX combines solid dividend growth with strong free cash flow, while excess cash can be returned through dividends and share buybacks.
