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Relx PLC (RELX)
NYSE:RELX
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Relx (RELX) AI Stock Analysis

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RELX

Relx

(NYSE:RELX)

Rating:77Outperform
Price Target:
$61.00
▲(13.57%Upside)
Relx's overall stock score of 77 reflects its solid financial performance and positive earnings call highlights, which indicate strong growth across divisions. The slightly high valuation and mixed technical indicators suggest cautious optimism. The company's strategic transition towards digital and data-driven services positions it well for continued success, despite some challenges in print revenue and currency impacts.

Relx (RELX) vs. SPDR S&P 500 ETF (SPY)

Relx Business Overview & Revenue Model

Company DescriptionRELX Group is a global provider of information-based analytics and decision tools for professional and business customers across various industries. The company operates in four major market segments: Scientific, Technical & Medical; Risk & Business Analytics; Legal; and Exhibitions. Through its various platforms and services, RELX delivers critical information and insights that help businesses and professionals make informed decisions, enhance productivity, and improve outcomes.
How the Company Makes MoneyRELX generates revenue primarily through subscriptions, licensing, and transactional sales of its information and analytics services. In the Scientific, Technical & Medical segment, the company earns money by providing access to scientific research and medical journals through platforms like ScienceDirect and ClinicalKey. The Risk & Business Analytics segment offers data analytics and decision tools to manage risk, which are monetized through subscriptions and transactional models. The Legal segment provides legal research and workflow solutions to law firms and legal professionals, primarily through subscriptions to services like LexisNexis. Finally, the Exhibitions segment generates revenue from organizing trade shows and conferences, earning money through exhibitor fees and attendee ticket sales. Key partnerships with academic institutions, government entities, and businesses further bolster RELX’s revenue streams.

Relx Key Performance Indicators (KPIs)

Any
Any
Revenue by Segment
Revenue by Segment
Analyzes income from different business units, highlighting which segments are driving growth and which may need strategic adjustments.
Chart InsightsRelx's Risk segment shows consistent growth, reflecting strong demand for data analytics and risk management solutions. The Scientific, Technical and Medical segment experiences fluctuations but maintains an upward trend, likely driven by increased digital content consumption. Legal revenues are steadily rising, indicating resilience in legal information services. The Exhibitions segment is recovering post-pandemic, with a notable rebound as in-person events resume. Overall, Relx is capitalizing on digital transformation across its segments, positioning itself well for sustained growth despite economic uncertainties.
Data provided by:Main Street Data

Relx Earnings Call Summary

Earnings Call Date:Jul 24, 2025
(Q2-2025)
|
% Change Since: 1.17%|
Next Earnings Date:Feb 12, 2026
Earnings Call Sentiment Positive
The earnings call presented a largely positive outlook with strong growth in revenue and operating profit across all business segments, successful strategic transitions, and robust cash flow management. However, there were challenges with declining print revenues and unfavorable currency impacts.
Q2-2025 Updates
Positive Updates
Strong Financial Performance
Underlying revenue growth was 7%, with underlying adjusted operating profit growth at 9%. Adjusted earnings per share grew by 10% at constant currency. The interim dividend increased by 7% to 19.5p per share.
Growth in Business Segments
Risk segment saw an 8% increase in underlying revenue growth, STM grew by 5%, Legal improved to 9%, and Exhibitions delivered an 8% growth. Each segment showed positive trends with strong product rollouts and market factors.
Successful Strategic Transition
The company successfully transitioned from print to electronic formats, with print revenues now only 4% of total revenue, down from 64% over 25 years.
Strong Cash Conversion
Cash conversion was robust at 100%, and leverage was at 2.2x, reflecting strong cash flow management.
Negative Updates
Print Revenue Decline
Print and print-related revenues decreased by 21%, indicating a significant fall due to strategic reduction and portfolio changes.
Currency Impact
Total group revenue growth in sterling was only 2%, affected by the comparative strength of sterling against the U.S. dollar.
Company Guidance
In the recent call, the company provided detailed guidance on its financial performance and strategic initiatives. The first half of the fiscal year 2025 showed strong results, with an underlying revenue growth of 7% and an underlying adjusted operating profit growth of 9%. Adjusted earnings per share increased by 10% at constant currency, and the interim dividend was raised by 7% to 19.5p per share. The company's Risk division experienced an 8% increase in underlying revenue, with 9% growth in underlying adjusted operating profit. STM's underlying revenue grew by 5%, with adjusted operating profit up 7%, driven by new product introductions and increased article submissions. Legal saw a 9% increase in underlying revenue, with an 11% rise in adjusted operating profit growth. Exhibitions reported an 8% growth in underlying revenue and a 9% increase in adjusted operating profit, with margins significantly above pre-pandemic levels. Overall, the company maintains a strong growth trajectory across its divisions, driven by operational efficiencies and strategic focus on analytics and decision tools.

Relx Financial Statement Overview

Summary
Relx demonstrates robust financial health with consistent revenue growth and high profitability metrics, including a net profit margin of 20.5% and a strong EBIT margin. The balance sheet shows a solid equity base with manageable leverage. Cash flow generation is strong, with significant free cash flow growth and efficient capital management.
Income Statement
85
Very Positive
Relx has shown consistent revenue growth over the years, with a revenue growth rate of 3.0% from 2023 to 2024. The company maintains strong profitability metrics, with a gross profit margin of 65.0% and a net profit margin of 20.5% in 2024. The EBIT margin stands at 30.3%, and the EBITDA margin is 33.0%, indicating efficient operations and cost management. Overall, the income statement reflects a robust financial performance with strong growth and profitability.
Balance Sheet
75
Positive
The balance sheet shows a moderate debt-to-equity ratio of 1.88, indicating a balanced approach to leveraging. The return on equity (ROE) is strong at 55.5%, reflecting effective use of equity to generate profits. The equity ratio is 23.0%, suggesting a solid equity base relative to total assets. While the company has a healthy equity position, the relatively high leverage could pose risks if not managed carefully.
Cash Flow
80
Positive
Relx demonstrates strong cash flow generation, with a free cash flow growth rate of 30.7% from 2023 to 2024. The operating cash flow to net income ratio is 1.35, indicating efficient conversion of income to cash. The free cash flow to net income ratio is 1.34, highlighting strong cash flow relative to earnings. The cash flow statement reflects a healthy cash position and efficient capital management.
BreakdownDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue9.43B9.16B8.55B7.24B7.11B
Gross Profit6.13B5.95B5.51B4.68B4.62B
EBITDA3.11B3.31B3.06B2.62B2.46B
Net Income1.93B1.78B1.63B1.47B1.22B
Balance Sheet
Total Assets15.13B14.92B15.83B13.86B14.14B
Cash, Cash Equivalents and Short-Term Investments119.00M155.00M334.00M113.00M88.00M
Total Debt6.54B6.50B6.73B6.17B7.12B
Total Liabilities11.63B11.48B12.07B10.63B12.04B
Stockholders Equity3.48B3.46B3.78B3.23B2.10B
Cash Flow
Free Cash Flow2.59B1.98B1.97B1.68B1.23B
Operating Cash Flow2.61B2.46B2.40B2.02B1.60B
Investing Cash Flow-575.00M-569.00M-859.00M-384.00M-1.17B
Financing Cash Flow-2.06B-2.06B-1.33B-1.61B-474.00M

Relx Technical Analysis

Technical Analysis Sentiment
Positive
Last Price53.71
Price Trends
50DMA
53.64
Positive
100DMA
51.90
Positive
200DMA
49.52
Positive
Market Momentum
MACD
-0.06
Positive
RSI
53.32
Neutral
STOCH
45.65
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For RELX, the sentiment is Positive. The current price of 53.71 is above the 20-day moving average (MA) of 53.44, above the 50-day MA of 53.64, and above the 200-day MA of 49.52, indicating a bullish trend. The MACD of -0.06 indicates Positive momentum. The RSI at 53.32 is Neutral, neither overbought nor oversold. The STOCH value of 45.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RELX.

Relx Risk Analysis

Relx disclosed 17 risk factors in its most recent earnings report. Relx reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Relx Peers Comparison

Overall Rating
UnderperformOutperform
Sector (58)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
$96.80B40.0856.34%0.03%5.32%6.07%
76
Outperform
$92.80B34.4134.01%1.37%10.77%8.38%
75
Outperform
$8.61B28.8016.68%1.17%6.85%21.26%
72
Outperform
$9.22B17.5110.99%2.11%-0.59%24.06%
68
Neutral
$2.14B26.0311.28%4.42%-10.43%
66
Neutral
$574.49M37.85-0.19%3.71%-3.10%-58.47%
58
Neutral
HK$14.94B4.62-2.78%5.07%3.80%-54.55%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RELX
Relx
53.71
7.89
17.22%
WLY
John Wiley Sons Cl A
39.43
-6.47
-14.10%
NYT
New York Times
52.85
-0.39
-0.73%
PSO
Pearson
14.26
1.09
8.28%
SCHL
Scholastic
21.55
-8.93
-29.30%
WM
Waste Management
230.61
36.41
18.75%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 25, 2025