Wolters Kluwer is a high-quality information services compounder with leading positions in Tax & Accounting (CCH), Health (UpToDate), Governance/Risk/Compliance, and Legal & Regulatory. AI integration is enhancing existing workflows (CCH Axcess, UpToDate Lexicomp) rather than commoditizing the franchise. 80%+ recurring revenue with strong renewal economics. Capital allocation balances tuck-in M&A with consistent buybacks. Mid-teens total return through the cycle.
Thesis reviewed May 29, 2026
Wolters Kluwer NV is headquartered in Netherlands, which is currently showing moderate signals.
🇳🇱Netherlands48NEUTRALView Netherlands risk detail →💻Technology23WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 29 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 29 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 29 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 29 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 29 | +7% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 29 | +11% | ↓8% | EARLY |
| WIT | Wipro Ltd | 29 | +6% | ↓8% | NEUTRAL |
Investors who hold WTKWY may also have indirect exposure through these country funds.
Wolters Kluwer launches AI Labs initiative across all five divisions
UpToDate clinical platform reaches 2 million subscriber milestone
Estimates · Yahoo Finance · Not audited figures