Added to YB: 2026-10-14
Pitch date: 2026-10-11
WKL.AS [bullish]
Wolters Kluwer N.V.
+8.18%
current return
Author Info
No bio for this author
Company Info
Wolters Kluwer N.V. provides information, software solutions, and services for professionals in the Netherlands, rest of Europe, the United States, Canada, the Asia Pacific, and internationally.
Market Cap
EUR 16.7B
Pitch Price
EUR 75.26
Price Target
N/A
Dividend
3.36%
EV/EBITDA
10.38
P/E
12.79
EV/Sales
3.40
Sector
Professional Services
Category
value
Top 5 European Stocks October 2026 - Wolters Kluwer N.V.
WKL.AS: Wolters Kluwer is a value case in a recurring-revenue information and workflow-software business: H1 organic growth was 5%, cloud revenue rose 14%, signaling core modernization, and adjusted margin reached 29.4%. After a 60%+ decline on fears AI will undermine paid expertise, the shares trade at ~11.6x targeted free cash flow versus a ~22x 10-year median, with a nearly 9% FCF yield. A product-level risk is JPMorgan’s negative UpToDate view, with growth seen turning negative within five years.
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