Wolters Kluwer From a safe haven to an AI growth stock
Wolters Kluwer has recently seen a strong share price increase (+20% YtD), which is somewhat unexpected given its safe haven status. We believe the ongoing AI hype is an important reason for this. However, we strongly believe Wolters Kluwer has a compelling and genuine AI-linked product offering, making this appreciation more than just hype.Reviewing our model, and specifically increasing our revenue & margin estimates; we come to a new TP of €154. Given the strong appreciation in recent months, upside from the current share price is limited. We therefor stick to our Hold recommendation for now.
Wolters Kluwer operates through four divisions: Health is a global provider of information for medical and health professionals; Financial & Compliance Services is a U.S. provider risk management, compliance, finance, and audit professionals the services they need to optimize risk and business performance, and ensure compliance with local, regional, and global regulation; Tax & Accounting is a provider of tax, accounting, and audit information, and services; and Legal & Regulatory provides customers with expert content, software, and services in the areas of law, business, and regulatory compliance in Europe, North America and Asia Pacific.
We are a financial services provider for several types of professional clients, each with distinct needs.
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