RELX PLC (RELX) AI Stock Analysis
RELX AI stock analysis summary
AI ResearchRELX PLC is a global provider of information-based analytics and decision tools operating across Risk, Scientific, Technical & Medical, Legal, and Exhibitions segments. For the trailing twelve months, the company generated $9.72B in revenue with an operating margin of 32.0% and net income of $2.06B in FY2025. It maintains a dividend yield of 2.34% and has paid dividends for 32 consecutive years.
- Market cap
- $67.84B
- Revenue (TTM)
- $9.72B
- P/E
- 23.4x fwd 15.1x
- 1Y return
- -11.2% S&P 500 16.8%
- Avg. target
- $53.35 36.6% vs last close
Bull case
- Free cash flow rose to $2.85B in FY2025 alongside a 31.1% operating margin, demonstrating robust cash generation.
- Trailing twelve month operating margin of 32.0% significantly exceeds the median of its US-listed Industrials peers of 11.7%.
- Analyst sentiment is positive with 3 Strong Buy ratings and a mean price target of $53.35, representing 36.6% upside over the last close of $39.06.
Bear case
- Annual revenue growth has decelerated from 18.1% in FY2022 to 1.7% in FY2025 and 2.7% in the quarter ended June 30, 2026.
- The balance sheet carries total debt of $8.91B against cash and short-term investments of $220.0M, resulting in a low current ratio of 0.45.
- Over the past year, the stock fell 11.2% while the S&P 500 advanced 16.8%.
What RELX does
RELX PLC specializes in providing information-based analytics and decision tools tailored for professional and business customers worldwide. The company operates through four segments: Risk, Scientific, Technical & Medical, Legal, and Exhibitions. The Risk segment integrates public and industry-specific data with algorithms to assess and predict risk. Scientific, Technical & Medical delivers critical information and analytics to advance research and healthcare. The Legal segment provides legal, regulatory, and business analytics to enhance productivity. Exhibitions organizes events combining in-person interactions with digital tools to facilitate commerce. Headquartered in London, the company traces its history back to 1903.
Growth and profitability
RELX's revenue expanded from $7.24B in FY2021 to $9.59B in FY2025, recording a 5-year revenue CAGR of 6.2%. Annual revenue growth was 18.1% in FY2022, 7.1% in FY2023, 3.0% in FY2024, and 1.7% in FY2025. Operating margins steadily increased from 26.0% in FY2021 to 31.1% in FY2025, while gross margin was 63.7% in FY2025. Net income rose from $1.47B in FY2021 to $2.06B in FY2025, with net margin reaching 21.5%. For the latest quarter ended June 30, 2026, quarterly revenue increased 2.7% year-over-year, and quarterly earnings grew 24.3% year-over-year, supported by trailing twelve month revenue of $9.72B.
Balance sheet and cash flow
As of June 30, 2026, RELX held $220.0M in cash and short-term investments alongside total debt of $8.91B, resulting in net debt of $8.69B. Total assets stood at $15.03B against shareholders' equity of $1.24B, with a current ratio of 0.45 and a debt-to-equity ratio of 7.19. In FY2025, operating cash flow reached $2.88B and free cash flow was $2.85B. Capital expenditures were $21.0M, while the company returned capital through $1.58B in share buybacks and $1.18B in dividends paid, contributing to a 5-year share count change of -7.0%.
Valuation and performance
RELX has a market cap of $67.84B and an enterprise value of $69.83B. The stock trades at a trailing P/E of 23.4x and a forward P/E of 15.1x, both below the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its EV/EBITDA of 13.7x is slightly below the peer median of 13.9x, while its price-to-sales ratio of 7.0x trades at a substantial premium to the peer median of 1.5x. Over the past year, RELX declined 11.2%, underperforming the S&P 500 return of 16.8%, and gained 43.8% over five years versus 83.0% for the S&P 500.
RELX dividend
RELX pays a semiannual dividend with an annualized forward payout of $0.91, providing a dividend yield of 2.34% as of October 16, 2026. The company boasts 32 consecutive years of dividend payments and a 5-year annualized dividend growth rate of 6.9%. In FY2025, dividends paid totaled $1.18B, supported by a payout ratio of 53.6%. The last ex-dividend date was August 7, 2026.
What analysts expect
Wall Street sentiment reflects 3 Strong Buy ratings, 0 Buy, 0 Hold, 0 Sell, and 0 Strong Sell ratings. The mean price target is $53.35, representing a 36.6% upside from the last close of $39.06. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $10.07B and EPS of $1.90, reflecting 9.0% EPS growth. Over the last 4 quarters, RELX produced 1 EPS beat. The company's next earnings date is February 11, 2027.
Key risks and what to watch
- The company's net debt of $8.69B and debt-to-equity ratio of 7.19 may heighten financial vulnerability in adverse credit environments.
- A current ratio of 0.45 indicates short-term obligations exceed liquid assets, which could constrain short-term liquidity.
- Revenue growth slowed to 1.7% in FY2025, and quarterly revenue growth of 2.7% lagged the peer median growth of 9.1%.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this RELX AI stock analysis
This page is an AI-written research summary of RELX PLC (RELX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: RELX income statement, RELX balance sheet, RELX key metrics, RELX analyst forecast, RELX chart. See the RELX stock overview for the latest quote and news.
RELX AI stock analysis FAQ
What is RELX's dividend yield and payout history?
RELX has a dividend yield of 2.34% with an annual forward dividend of $0.91 and a payout ratio of 53.6%. The company has paid dividends for 32 consecutive years, achieving a 5-year annualized dividend growth rate of 6.9%.
What are analysts' expectations for RELX's revenue and earnings?
For the fiscal year ending December 31, 2026, analysts expect revenue of $10.07B and EPS of $1.90, implying 9.0% EPS growth. For the next fiscal year, consensus estimates forecast revenue of $10.74B and EPS of $2.14.
How does RELX's valuation compare to industry peers?
RELX trades at a forward P/E of 15.1x and EV/EBITDA of 13.7x, below the median of its US-listed Industrials peers of 17.2x and 13.9x. However, its price-to-sales multiple of 7.0x is higher than the peer median of 1.5x.
When is RELX's next earnings report?
RELX is scheduled to report its next earnings on February 11, 2027.