Positive

From Yahoo Finance: 2025-06-21 09:46:00

FluentInQuality’s bullish thesis on RELX PLC highlights the company’s transformation into a data and analytics powerhouse with essential services for professionals. RELX’s steady growth, high operating margins, and strategic acquisitions make it a quiet compounder with lasting relevance in complex industries like legal, scientific, and regulatory.

Jim Cramer praises Cognizant as a key player in the tech industry.

RELX doesn’t focus on news or trends, but rather on providing trust, insight, and operational confidence to users. Its subscription-based revenue model, high renewal rates, and low costs contribute to its 30%+ operating margins. The company’s integrated solutions and strategic acquisitions reinforce its pricing power and customer loyalty.

SAP SE was previously covered as a foundational infrastructure for global business, evolving into a cloud-first platform with strong customer loyalty. RELX echoes this theme of indispensable enterprise software, embedding itself deeply in mission-critical workflows across various domains. Both companies thrive on necessity, not novelty, through high-margin, subscription-based models.

Read more: RELX PLC (RELX): A Bull Case Theory