I've been taking a closer look at RELX $REL (+0,83 %) a little closer lately - and for me it's a really exciting "hidden champion" that often runs under the radar 👀
Briefly about the company:
RELX is active in the field of data, analytics and specialist information - so it's not a classic "hype business", but rather a solid platform for knowledge and decision-making 📚
Customers include companies, lawyers, scientists and insurance companies.
Why I find the share interesting:
📈 Steady dividend growth
→ approx. 6-8% annually in recent years
→ very reliable increase, not a "random payer"
💰 Strong & stable cash flow
→ large proportion of revenue comes from subscriptions
→ predictable income = perfect basis for dividends
🔁 Recurring business model
→ high customer loyalty
→ Once you join, you often remain a customer for a long time
📊 Solid margins & efficiency
→ Scalable business model
→ Increasing profits without proportionally increasing costs
🌍 Resistance to crises
→ Data & information are always needed
→ Less cyclical than many industrial companies
What I particularly like:
RELX is not a company that entices with huge initial dividends ❌
But that's exactly what I see as a plus 👉 Focus is on continuous growth instead of short-term cash-out
My conclusion:
For me, RELX is a typical "long-term share" 🧠
✔ Solid business model
✔ Growing cash flow
✔ Increasing dividends
👉 Perfect for anyone who wants to build up a growing passive income over the years
I'm looking forward to your opinions - has anyone held RELX in their portfolio for a while?
