Wolters Kluwer

Chapter 1 - Introduction

You could argue about some industries or companies being boring or not. Most of the time, it’s a matter of personal preference. For this analysis, I have to make you feel relieved: a very boring company is ready to be analyzed.

“Why should this be a relief to me?”, you may ask. Well, that’s because boring companies outperform the broader market most of the time. Very few investors talk about the company we discuss in this analysis. Also, you wouldn’t be able to find it on your favorite podcast player, and it has very low international coverage on investment blogs. 

The company that we’ll delve in today is called Wolters Kluwer. The company is worth €25 billion and is headquartered in Alphen aan den Rijn, a city surrounded by the major cities of Amsterdam, Rotterdam, Utrecht and The Hague. The company offers data and insights to a variety of industries, such as the healthcare sector, legal companies and in accounting. 

Despite a 40% decrease in share price recently, the stock price has grown with a 13,4% CAGR since 2015. While many companies use the term AI as a marketing tool, Wolters Kluwer actually makes money from it, with 50% of its revenue from digital services including AI. It seems like the perfect time to discuss information leader Wolters Kluwer now. Hopefully you’ll enjoy this one, I definitely recommend making yourself a cup of coffee, or two.

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