Wolters Kluwer
Note: This is a daily stock update and the information stands true as of 12/01/26, 09:00 CET.
Company Update:
Expert Opinion:
The drop in share price has been massive, dropping 50% over the past 12 months due to fear of AI disruption. We do not share that concern. Our analyst believes the stock offers very attractive prospects going forward and offers a fat 76% upside. Stock trades on a PE 26 and 27 of 17x and 15.4x respectively, which is substantially below the valuation levels of the 2018-2023 period. Our expert doesn't have a strong view on the name but let us know by contacting sales@alphavalue.eu if you want to book a call with our analyst to discuss the case.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
Company Update:
Wolters Kluwer announced a small bolt-on acquisition on Friday evening, showing continued focus on operational execution.
The group acquired an integrated software provider of governance, risk and compliance (GRC) solutions called StandardFusion for €32m in cash. The goal is to combine it with TeamMate, the leading audit and assurance platform to offer a unified solution for audit and GRC.
The price paid seems expensive at first glance as Standard Fusion turnover was €6.5m in 2025 according to getlatka, ie c.5x sales, but the company grew by c.62% yoy compared to 2024, which makes it reasonable in our view. Wolters Kluwer notably expects to achieve ROIC above 8% within 3 to 5 years, which is better than some of its latest expensive acquisitions.
We thus expect a slightly positive reaction this morning, given that this acquisition shows that management is not only focused on its share price and that it is improving the Wolters Kluwer offering at a reasonable price. We reiterate our strong buy on the name, which is overly punished by the market on GenAI fears that are purely speculative in our opinion, thus providing an excellent risk/reward ratio.
Expert Opinion:
The drop in share price has been massive, dropping 50% over the past 12 months due to fear of AI disruption. We do not share that concern. Our analyst believes the stock offers very attractive prospects going forward and offers a fat 76% upside. Stock trades on a PE 26 and 27 of 17x and 15.4x respectively, which is substantially below the valuation levels of the 2018-2023 period. Our expert doesn't have a strong view on the name but let us know by contacting sales@alphavalue.eu if you want to book a call with our analyst to discuss the case.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
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