Wolters Kluwer (WKL NA) Netherlands
Industrials
Concerns that AI threatens WKL are significantly overstated; in reality, AI is reinforcing its competitive position. WKL’s AI-focused analyst teach-in underscored how rapidly the company is evolving into an AI-first, cloud-native software and content provider. Recurring, AI-enabled digital revenues continue to grow strongly, supported by deeply entrenched platforms in tax, legal and healthcare that deliver high customer stickiness and expanding scale efficiencies. Management also highlighted the rising financial burden of US clinical errors (USD 38.5bn in payouts from 2009-18), emphasising the value of WKL’s proprietary evidence-based, longitudinal data in reducing risk and liability. With solutions that deliver far more savings than they cost, the IDEA! maintains a positive stance on the stock.
Edition: 226
- 12 December, 2025
Wolters Kluwer (WKL NA) Netherlands
Technology
Newly created division offers compelling growth potential - the Corporate Performance & ESG division will be comprised of Corporate Performance (CCH Tagetik; US Corporate Tax), EHS / ORM Software (Enablon), Finance, Risk & Reporting as well as Internal Audit Solutions (TeamMate). The advantage of bringing all these activities together is that it offers an integrated multi-disciplinary solution for WK’s clients. With leading market positions in all areas, the new division is expected to grow at a double-digit rate (organically) going forward. The resilient nature of WK’s business provides a high degree of protection in these uncertain times.
Edition: 155
- 03 March, 2023