RELX is one of the highest-quality compounders in Europe, with leading positions in scientific publishing (Elsevier), legal analytics (LexisNexis), risk/identity (LexisNexis Risk Solutions), and exhibitions. AI integration via Lexis+ AI and ScienceDirect AI is accelerating customer retention and pricing power rather than disrupting the franchise. Risk Solutions division capitalizes on rising fraud and KYC demand. Mid-teens EPS growth with high recurring revenue and 90%+ subscription mix.
Thesis reviewed May 29, 2026
RELX PLC is headquartered in United Kingdom, which is currently showing moderate signals.
🇬🇧United Kingdom52NEUTRALView United Kingdom risk detail →💻Technology25WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUBS | HubSpot Inc. | 33 | +10% | ↓8% | EARLY |
| BABA | Alibaba Group Holding Ltd | 30 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 30 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 30 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 30 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | ↓8% | EARLY |
Investors who hold RELX may also have indirect exposure through these country funds.
RELX Lexis+ AI usage doubles in legal customer base
Risk Solutions revenue accelerates on fraud detection demand
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Julia LetlowLA | R | Buy | $1k–$15k | Oct 22, 25 | -20.8% |
| Thomas H Tuberville | Sell | $1k–$15k | May 3, 24 | -24.5% |