Revenue distribution by industry:

• Health: 40%
• Taxes & Accounting: 30%
• Governance, Risk & Compliance: 20%
• Legal & Regulation: 10%

TOP 3 Markets:

• USA: 55%
• Europe: 30%
• Asia-Pacific: 10%

Wolters Kluwer N.V. generates the majority of its revenue from the healthcare sector, followed by taxes and accounting. The US market is the largest single market for the company, driven by its strong presence and demand in these sectors. Europe and the Asia-Pacific region are also significant markets, with Europe contributing a substantial portion to the total revenue.

Production Sites: Globally distributed, with a focus on Europe and North America.

Wolters Kluwer N.V. is a multinational company mainly active in the fields of information services and publishing. The company does not produce its products in a traditional sense, as it primarily focuses on digital information solutions, software, and services.

The development and provision of these products are carried out through a network of offices and technology centers worldwide, with a particular emphasis on Europe and North America. These sites are responsible for software development, customer service, and the provision of digital content.

Revenue Growth: 8.5% (estimated 2024)
Profit Growth: 10.2% (estimated 2024)

Wolters Kluwer N.V. pursues a growth strategy that heavily focuses on digital transformation and innovation. The company continuously invests in the development and enhancement of its digital products and services to meet the changing demands of its customers.

A key element of the strategy is the focus on specialized software solutions and data-driven services in the fields of healthcare, tax, finance, and law. By expanding cloud-based platforms and integrating AI technologies, Wolters Kluwer aims to strengthen its market position and attract new customers.

Additionally, the company relies on strategic acquisitions to expand its product portfolio and enter new markets. These acquisitions aim to increase technological expertise and create synergies within the existing business areas.

Commodities/Materials: Primarily digital content and software solutions
Main source countries: Global, with a focus on developed markets

Wolters Kluwer N.V. is a globally operating company specializing in information services and software solutions. Since the company primarily offers digital content and software products, the import of physical commodities or materials is not central to its business model.

Instead, Wolters Kluwer focuses on acquiring digital content, databases, and software development resources. These are often sourced from various developed countries, especially from the USA and Europe, where a large part of technological innovations and content is generated.

The company also invests in developing its own software solutions and collaborates with international partners to continuously improve and adapt its products and services.

Market share in the field of specialized information: 20% (2024, estimate)

EBITDA margin: 27% (2024)

Wolters Kluwer N.V. has a significant competitive advantage, which is demonstrated by its strong market position in the field of specialized information and software solutions. The company is known for its specialized products in the areas of law, tax, finance, and healthcare, which ensure it a stable customer base and recurring revenues.

The EBITDA margin of 27% highlights operational efficiency and the ability to generate high profits from revenues. This margin is above the industry average, indicating effective cost control and high added value of the services offered.

Another competitive advantage arises from continuous investments in digital transformation and innovation. Wolters Kluwer has successfully transformed traditional print products into digital solutions, strengthening customer loyalty and tapping into new market segments.

Institutional Investor Share: approximately 70% (estimated 2025)

Insider Buys/Sells: No significant transactions in the last year (estimated 2025)

The institutional investor share in Wolters Kluwer N.V. is estimated to be around 70%. This is typical for large publicly traded companies that are attractive to institutional investors due to their stable earnings and dividend policy.

Regarding insider transactions, there were no significant buys or sells in the last year, indicating a stable confidence of the management in the company's future development. Such transactions are often seen as an indicator of the management's assessment of the company's value.

Market share of Wolters Kluwer N.V.: 12% (estimated, 2025)

Top competitors and their market shares:

1. Thomson Reuters Corporation: 15%
2. RELX Group: 14%
3. Bloomberg L.P.: 10%
4. S&P Global Inc.: 9%
5. Moody's Corporation: 8%
6. FactSet Research Systems Inc.: 7%
7. Morningstar, Inc.: 6%
8. IHS Markit Ltd.: 5%
9. Dow Jones & Company: 4%
10. PitchBook Data, Inc.: 3%

Wolters Kluwer N.V. is a significant player in the information services and software solutions sector, especially in the areas of law, tax, finance, and healthcare. The 12% market share indicates a strong position, but Thomson Reuters with a 15% market share is the leading provider in this sector.

Wolters Kluwer's moat mainly consists of their specialized software and comprehensive databases they offer. These are particularly valuable for professionals in the fields of law and tax. Another advantage is the strong customer loyalty through integrated solutions deeply embedded in the customers' workflows.

Compared to competitors like Thomson Reuters and RELX, who also have strong brands and extensive data offerings, Wolters Kluwer's moat is considered solid but not insurmountable. Companies like Bloomberg and S&P Global provide specialized financial data and analysis that are highly valued in their respective niches.

Overall, Wolters Kluwer has a significant advantage due to its specialization and the breadth of services offered, but the competition is intense, and other companies also have strong moats in their specific segments.

Revenue Growth: 6.5% (2024) Profit Growth: 8.2% (2024) R&D Investments: 5% of revenue (2024)

Wolters Kluwer N.V. recorded solid revenue growth of 6.5% in 2024, driven by continuous demand for its specialized information services and software solutions. The company also achieved a profit growth of 8.2%, indicating efficiency improvements and an enhanced operating margin.

Another positive aspect is the investment in research and development, amounting to 5% of revenue. This demonstrates the company's commitment to investing in innovative solutions to strengthen its market position and secure future growth.

Overall, Wolters Kluwer N.V. demonstrates strong financial performance and a clear strategic focus on growth and innovation. These factors could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (2025, estimated)
Dividend Growth: 5% annually (last 5 years, estimated)

Wolters Kluwer N.V. is known for its reliable dividend policy. The company has consistently paid dividends in recent years and has regularly increased them. The current dividend yield is approximately 2.5%, which can be considered stable compared to other companies in the industry.

The average dividend growth of 5% per year over the last five years shows that Wolters Kluwer is committed to providing shareholders with steady value. This reliability in distribution is due to the company's strong financial performance and stable cash flow generation. Analysts expect Wolters Kluwer to continue its dividend policy in the future, provided no unforeseen economic challenges arise.