Tearsheet

Thomson Reuters (TRI)


Market Price (3/30/2026): $89.42 | Market Cap: $39.8 Bil
Sector: Communication Services | Industry: Publishing

Thomson Reuters (TRI)


Market Price (3/30/2026): $89.42
Market Cap: $39.8 Bil
Sector: Communication Services
Industry: Publishing

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.4%, Dividend Yield is 2.6%, FCF Yield is 5.1%
Weak multi-year price returns
2Y Excs Rtn is -63%, 3Y Excs Rtn is -87%
Key risks
TRI key risks include [1] faltering client adoption of its new AI solutions amid intense competition, Show more.
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 27%
  
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 35%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 27%, CFO LTM is 2.7 Bil, FCF LTM is 2.0 Bil
  
3 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -44%
  
4 Low stock price volatility
Vol 12M is 38%
  
5 Megatrend and thematic drivers
Megatrends include Artificial Intelligence, Cloud Computing, Fintech & Digital Payments, AI in Financial Services, Show more.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.4%, Dividend Yield is 2.6%, FCF Yield is 5.1%
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 27%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 35%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 27%, CFO LTM is 2.7 Bil, FCF LTM is 2.0 Bil
3 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -44%
4 Low stock price volatility
Vol 12M is 38%
5 Megatrend and thematic drivers
Megatrends include Artificial Intelligence, Cloud Computing, Fintech & Digital Payments, AI in Financial Services, Show more.
6 Weak multi-year price returns
2Y Excs Rtn is -63%, 3Y Excs Rtn is -87%
7 Key risks
TRI key risks include [1] faltering client adoption of its new AI solutions amid intense competition, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Thomson Reuters (TRI) stock has lost about 35% since 11/30/2025 because of the following key factors:

1. Market Repricing Amidst Elevated AI Expectations.

Despite reporting a Q4 2025 adjusted EPS of $1.07, marginally beating analyst estimates of $1.06, and achieving 7% organic revenue growth for the quarter and full year, Thomson Reuters' stock experienced a significant decline. The market seemingly began repricing TRI shares for slower, more mature growth rather than valuing it as a high-octane AI leader, leading to a 3.93% drop on February 5, 2026, the day earnings were released, and a further 2.39% decline in subsequent trading. This suggests investor skepticism that incremental AI-driven efficiencies would justify prior premium valuations, especially given the influx of competing AI offerings from well-capitalized rivals in its core legal, tax, and information services sectors.

2. Substantial Insider Selling Activity.

A notable contributing factor was the significant insider selling by Woodbridge Company Limited, a 10% owner of Thomson Reuters. On December 15, 2025, Woodbridge initiated a proposed sale of 600,000 common shares, valued at approximately $81.3 million. This substantial transaction, exceeding the $5 million threshold, signaled a potential loss of confidence from a major stakeholder, adding considerable downward pressure on the stock price.

Show more

Stock Movement Drivers

Fundamental Drivers

The -33.5% change in TRI stock from 11/30/2025 to 3/29/2026 was primarily driven by a -23.0% change in the company's P/E Multiple.
(LTM values as of)113020253292026Change
Stock Price ($)134.4189.43-33.5%
Change Contribution By: 
Total Revenues ($ Mil)7,3767,4761.4%
Net Income Margin (%)23.8%20.1%-15.7%
P/E Multiple34.426.5-23.0%
Shares Outstanding (Mil)4504451.0%
Cumulative Contribution-33.5%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 3/29/2026
ReturnCorrelation
TRI-33.5% 
Market (SPY)-5.3%23.5%
Sector (XLC)-6.9%26.6%

Fundamental Drivers

The -49.0% change in TRI stock from 8/31/2025 to 3/29/2026 was primarily driven by a -45.2% change in the company's P/E Multiple.
(LTM values as of)83120253292026Change
Stock Price ($)175.5189.43-49.0%
Change Contribution By: 
Total Revenues ($ Mil)7,3187,4762.2%
Net Income Margin (%)22.3%20.1%-10.1%
P/E Multiple48.426.5-45.2%
Shares Outstanding (Mil)4514451.2%
Cumulative Contribution-49.0%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 3/29/2026
ReturnCorrelation
TRI-49.0% 
Market (SPY)0.6%21.4%
Sector (XLC)-3.3%24.9%

Fundamental Drivers

The -49.1% change in TRI stock from 2/28/2025 to 3/29/2026 was primarily driven by a -37.4% change in the company's Net Income Margin (%).
(LTM values as of)22820253292026Change
Stock Price ($)175.5389.43-49.1%
Change Contribution By: 
Total Revenues ($ Mil)7,1647,4764.4%
Net Income Margin (%)32.1%20.1%-37.4%
P/E Multiple34.326.5-22.8%
Shares Outstanding (Mil)4504451.1%
Cumulative Contribution-49.1%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2025 to 3/29/2026
ReturnCorrelation
TRI-49.1% 
Market (SPY)9.8%25.6%
Sector (XLC)6.2%29.0%

Fundamental Drivers

The -22.6% change in TRI stock from 2/28/2023 to 3/29/2026 was primarily driven by a -55.1% change in the company's P/E Multiple.
(LTM values as of)22820233292026Change
Stock Price ($)115.5689.43-22.6%
Change Contribution By: 
Total Revenues ($ Mil)6,5727,47613.8%
Net Income Margin (%)14.4%20.1%39.7%
P/E Multiple59.126.5-55.1%
Shares Outstanding (Mil)4834458.5%
Cumulative Contribution-22.6%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2023 to 3/29/2026
ReturnCorrelation
TRI-22.6% 
Market (SPY)69.4%31.7%
Sector (XLC)106.7%30.3%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
TRI Return48%-3%30%11%-17%-31%20%
Peers Return32%-14%49%21%-12%-29%28%
S&P 500 Return27%-19%24%23%16%-5%72%

Monthly Win Rates [3]
TRI Win Rate75%42%67%33%42%0% 
Peers Win Rate67%37%67%53%48%13% 
S&P 500 Win Rate75%42%67%75%67%33% 

Max Drawdowns [4]
TRI Max Drawdown-4%-22%0%-2%-19%-38% 
Peers Max Drawdown-16%-33%-3%-9%-26%-34% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-5% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: SPGI, INTU, FDS, VRSK, FICO.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/27/2026 (YTD)

How Low Can It Go

Unique KeyEventTRIS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-24.9%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven33.2%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven279 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-35.7%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven55.5%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven200 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-21.7%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven27.7%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven179 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-57.7%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven136.3%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven3,203 days1,480 days

Compare to SPGI, INTU, FDS, VRSK, FICO

In The Past

Thomson Reuters's stock fell -24.9% during the 2022 Inflation Shock from a high on 11/19/2021. A -24.9% loss requires a 33.2% gain to breakeven.

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About Thomson Reuters (TRI)

Thomson Reuters Corporation provides business information services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates in five segments: Legal Professionals, Corporates, Tax & Accounting Professionals, Reuters News, and Global Print. The Legal Professionals segment offers research and workflow products focusing on legal research and integrated legal workflow solutions that combine content, tools, and analytics to law firms and governments. The Corporates segment provides a suite of content-enabled technology solutions for legal, tax, regulatory, compliance, and IT professionals. The Tax & Accounting Professionals segment offers research and workflow products focusing on tax offerings and automating tax workflows to tax, accounting, and audit professionals in accounting firms. The Reuters News segment provides business, financial, and international news to media organizations, professional, and news consumers through news agency and industry events. The Global Print segment offers legal and tax information primarily in print format to legal and tax professionals, governments, law schools, and corporations. The company was formerly known as The Thomson Corporation and changed its name to Thomson Reuters Corporation in April 2008. The company was founded in 1851 and is headquartered in Toronto, Canada. Thomson Reuters Corporation is a subsidiary of The Woodbridge Company Limited.

AI Analysis | Feedback

Here are 1-3 brief analogies for Thomson Reuters (TRI):

  1. It's like a specialized Bloomberg for legal and tax professionals, and also a global news giant like Associated Press.

  2. Imagine the essential software and information suite for lawyers and accountants, similar to an Adobe Creative Cloud for their specific fields, paired with a major global news provider like CNN.

  3. They are the Experian or Nielsen of professional legal and tax data and software, and they also own Reuters News.

AI Analysis | Feedback

Major Products and Services of Thomson Reuters (TRI)

  • Legal Professionals Solutions: Offers legal research and workflow solutions, integrating content, tools, and analytics for legal professionals.
  • Corporates Solutions: Provides technology solutions leveraging content for legal, tax, regulatory, compliance, and IT needs within corporations.
  • Tax & Accounting Professionals Solutions: Delivers research and workflow products designed to automate tax processes for tax, accounting, and audit professionals.
  • Reuters News: Supplies business, financial, and international news to media outlets, professionals, and the general public through its news agency.
  • Global Print Information: Offers legal and tax information primarily in traditional print format to various professional and institutional clients.

AI Analysis | Feedback

Thomson Reuters (TRI) primarily sells its services to other companies and organizations.

Its major customers are:

  • Law Firms: These entities utilize Thomson Reuters' legal research, workflow products, and print information.
  • Governments: These public sector organizations are customers for legal and tax information services and products.
  • Corporations: These businesses across various industries subscribe to solutions for their legal, tax, regulatory, compliance, and IT professionals, as well as print information.
  • Accounting Firms: These professional service businesses leverage research and workflow products for tax, accounting, and audit needs.
  • Media Organizations: These companies receive business, financial, and international news content from the Reuters News segment.

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Major Suppliers:

  • Amazon.com, Inc. (AMZN) - For Amazon Web Services (AWS) cloud infrastructure and related services.

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Steve Hasker, President and Chief Executive Officer

Steve Hasker assumed his role as President and Chief Executive Officer of Thomson Reuters in March 2020. Prior to joining Thomson Reuters, he served as Senior Adviser to TPG Capital, a private equity firm, and was the Chief Executive Officer of CAA Global, a TPG Capital portfolio company. Hasker also held the position of global president and chief operating officer at Nielsen. He spent over a decade as a partner in the global media, information, and technology practice at McKinsey & Company. His career began at PwC, where he qualified as a chartered accountant.

Michael Eastwood, Chief Financial Officer

Michael Eastwood serves as Chief Financial Officer for Thomson Reuters. He joined Thomson in 1998 and has held several senior finance roles, including Senior Vice President and Head of Corporate Finance since January 2016. Eastwood was previously Chief Operations Officer for Thomson Reuters Latin America and Chief Financial Officer of the company's Intellectual Property & Science business, which was sold in 2016. Before joining Thomson, he held various finance and accounting positions at Fleer/SkyBox International and PwC.

Paul Bascobert, President of Reuters News

Paul Bascobert joined Thomson Reuters as President of Reuters News in September 2022. With over 25 years of experience, he has served as an operating executive, adviser, and entrepreneur. His previous roles include co-founder and CEO of Blue Ocean Acquisition Corp, CEO of Gannett Co., Inc., President of American media and technology company XO Group, and President of Yodle Inc.

Norie Campbell, Chief Legal Officer and Company Secretary

Norie Campbell joined Thomson Reuters in 2023 as Chief Legal Officer and Company Secretary. Prior to her current role, she held several executive-level positions at TD Bank Group, including serving as General Counsel for a decade.

Ragunath (Raghu) Ramanathan, President of the Legal Professionals business

Ragunath (Raghu) Ramanathan became President of the Legal Professionals business at Thomson Reuters on February 1, 2024. He previously served as the Chief Revenue Officer of SAP Business Technology Platform and has over 25 years of experience in how technology can benefit consumers and businesses.

AI Analysis | Feedback

The key risks to Thomson Reuters (TRI) are:

  1. Disruption from Artificial Intelligence (AI) and Increased Competition: Thomson Reuters faces significant risk from the rapid advancements in AI, which could disrupt its core business of providing information services and workflow solutions, particularly in the legal and tax sectors. Investor concerns about potential disruptions from AI startups have already led to stock pullbacks. Major AI model developers are increasingly moving into the application space, directly competing with companies like Thomson Reuters and potentially degrading or denying service to their rivals while giving themselves preferential access. The launch of AI tools, such as Anthropic's Claude Legal Plug-In, has notably impacted the stock values of specialized software service providers like Thomson Reuters.
  2. Reputational and Ethical Concerns: The company faces reputational risks, notably highlighted by internal challenges related to its contract with the U.S. Immigration and Customs Enforcement (ICE). Over 200 Thomson Reuters employees have urged the company to terminate this contract due to ethical concerns, questioning its alignment with the company's stated values. The decision to either renew or end this relationship could significantly impact Thomson Reuters' reputation regarding the ethical use of data and its ability to attract and retain talent.
  3. Macroeconomic Factors and Valuation/Growth Concerns: Thomson Reuters faces ongoing financial pressures, including a projected lower organic revenue growth trajectory and anticipated EBITDA margin compression, which could lead to significant valuation multiple contraction. While the company has shown consistent cash generation, macroeconomic conditions and its current valuation near analyst targets suggest that much of the near-term positive news may already be priced into the stock.

AI Analysis | Feedback

The rapid emergence of advanced generative AI and large language models (LLMs) poses a clear emerging threat. These technologies are enabling new entrants and startups to develop highly automated and sophisticated solutions for legal research, document drafting, compliance monitoring, and tax preparation. Such AI-driven platforms can offer services that are significantly faster, more cost-effective, and potentially more comprehensive than traditional content-enabled workflow tools, directly challenging Thomson Reuters' core offerings in its Legal Professionals, Corporates, and Tax & Accounting Professionals segments.

AI Analysis | Feedback

Thomson Reuters (symbol: TRI) operates in various professional information service segments. The addressable market sizes for its main products and services are identified as follows:

  • Legal Professionals: The global legal technology market was estimated at USD 28.74 billion in 2025 and is projected to reach USD 69.69 billion by 2033. Another estimate for the global legal technology market was USD 29.81 billion in 2025, with a projection to reach USD 67.53 billion by 2034. North America holds the largest revenue share in the global legal technology market, exceeding 48% in 2025. The Alternative Legal Services Providers (ALSP) market, a related area, was estimated at $28.5 billion in 2023 globally.
  • Corporates: null
  • Tax & Accounting Professionals: The global tax and accounting software market is projected to reach USD 34.45 billion by 2035. Another valuation for the global tax and accounting software market anticipates it to reach USD 46.42 billion by 2030, growing from USD 25.08 billion in 2022. The global tax management software market size was valued at USD 25.09 billion in 2025 and is expected to reach approximately USD 65.03 billion by 2035. North America is the largest market for tax and accounting software, holding around 45% of the global market share.
  • Reuters News: The global newspaper publishing market is expected to grow from USD 87.5 billion in 2024 to USD 151.0 billion by 2035. Another source indicates the global newspapers market size was valued at USD 806.53 billion in 2024 and is projected to reach USD 1,702.47 billion by 2030. The Asia-Pacific region holds the largest share in the global newspapers market, at approximately 38% in 2024. The digital newspapers and magazines market was valued at USD 44.97 billion in 2025 and is expected to reach USD 60.38 billion by 2032.
  • Global Print: The global commercial printing market size was valued at USD 489.53 billion in 2023 and is expected to reach USD 590.21 billion by 2032. Another estimate places the global commercial printing market size at USD 501.36 billion in 2024, projected to reach USD 598.06 billion by 2030. Asia-Pacific is the dominant region in the global commercial printing market.

AI Analysis | Feedback

Thomson Reuters Corporation (TRI) is poised for future revenue growth over the next two to three years, driven by several strategic initiatives and market trends. The company anticipates continued expansion through:

  1. Sustained Organic Growth in Core Segments: Thomson Reuters expects robust organic revenue growth from its "Big Three" segments: Legal Professionals, Corporates, and Tax & Accounting Professionals. For example, the company has reaffirmed its 2026 outlook for approximately 9.5% organic growth across these key segments, with Legal Professionals targeting 8% to 9%, Corporates 9% to 11%, and Tax, Audit, and Accounting Professionals 11% to 13% organic growth. This growth is propelled by demand for its research and workflow products, including Westlaw, CoCounsel, Practical Law, and UltraTax.

  2. Investment in and Adoption of AI-enabled Products and Solutions: Thomson Reuters is making significant investments in artificial intelligence, including generative AI, to enhance its product offerings and drive efficiency for its customers. The company's AI-enabled products, such as CoCounsel, are gaining swift adoption in both law firms and corporate tax and audit clients, contributing to increased transactional content licensing revenue. This focus on AI is expected to lead to new services, improved productivity, and increased profitability for professionals, which in turn fuels Thomson Reuters' revenue.

  3. Strategic Mergers and Acquisitions: The company actively pursues targeted mergers and acquisitions to access new customers, diversify revenue streams, and enhance its technological capabilities, particularly in automation and AI. Recent examples include the acquisition of SafeSend to bolster tax automation and Materia to enhance AI capabilities. Thomson Reuters has allocated substantial capital for potential acquisitions through 2027, signaling a continued inorganic growth strategy.

  4. Expansion into Higher-Value Advisory Services in Tax & Accounting: The Tax & Accounting Professionals segment is experiencing growth by shifting from traditional compliance work to offering more strategic, higher-value advisory services. Firms are increasingly adopting automation to free up professionals for advisory work, and Thomson Reuters' solutions are designed to support this transition, driving stronger profitability for firms and increased revenue for the company.

AI Analysis | Feedback

Share Repurchases

  • Thomson Reuters plans to repurchase up to US$600 million of common shares under an amended normal course issuer bid between August 2025 and August 2026. This authorization allows for the repurchase of up to 16 million shares.
  • Under the prior normal course issuer bid, the company had already repurchased 6,022,437 shares for approximately US$1.0 billion, at an average price of US$166.05 per share, as of February 25, 2026.
  • In 2022, 2023, and 2024, Thomson Reuters repurchased shares worth $1.28 billion, $1.08 billion, and $639 million, respectively.

Share Issuance

  • Thomson Reuters plans a return of capital of US$605 million, or approximately US$1.36 in cash per participating share, followed by a proportional share consolidation (reverse stock split) in early May 2026.
  • The company's weighted average shares outstanding have shown a decline in recent years, decreasing by 0.38% in 2025 to 0.450 billion, 2.74% in 2024 to 0.451 billion, and 4.32% in 2023 to 0.464 billion.

Outbound Investments

  • Thomson Reuters spent $850 million on four strategic acquisitions in 2025. Key acquisitions included SafeSend for $600 million (January 2025), Casetext for $650 million (August 2023), and SurePrep for $500 million (January 2023), enhancing its AI and tax automation capabilities.
  • As part of its "Build, Partner, Buy" strategy, the company is investing over $200 million annually in AI, including bolt-on acquisitions to bolster AI capabilities in its Legal and Tax & Accounting segments.
  • Thomson Reuters completed the sale of its stake in London Stock Exchange Group (LSEG) shares, selling 56 million shares for $5.5 billion in 2023 and an additional 16 million shares for $1.8 billion in the first half of 2024.

Capital Expenditures

  • Capital expenditures were $637 million for the latest twelve months ending September 30, 2025.
  • Annual capital expenditures were $634 million in 2025, $607 million in 2024, and $544 million in 2023.
  • For 2026, accrued capital expenditures as a percentage of revenues are anticipated to be approximately 8%.

Better Bets vs. Thomson Reuters (TRI)

Latest Trefis Analyses

Trade Ideas

Select ideas related to TRI.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
INTU_2132026_Dip_Buyer_High_CFO_Margins_ExInd_DE02132026INTUIntuitDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
2.4%2.4%-10.2%
YELP_2132026_Dip_Buyer_High_CFO_Margins_ExInd_DE02132026YELPYelpDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
6.2%6.2%-5.7%
TRIP_2132026_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG02132026TRIPTripadvisorDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
5.2%5.2%0.0%
SPGI_2132026_Insider_Buying_GTE_1Mil_EBITp+DE_V202132026SPGIS&P GlobalInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
8.1%8.1%-0.9%
OMC_2062026_Dip_Buyer_FCFYield02062026OMCOmnicomDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
22.1%22.1%-3.7%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

TRISPGIINTUFDSVRSKFICOMedian
NameThomson .S&P Glob.Intuit FactSet .Verisk A.Fair Isa. 
Mkt Price89.43406.24416.44198.33182.751,011.06302.29
Mkt Cap39.8122.6115.87.425.424.032.6
Rev LTM7,47615,33620,1212,3613,0732,0635,274
Op Inc LTM1,9896,1765,4507491,3449901,666
FCF LTM2,0175,4566,8396471,1927181,604
FCF 3Y Avg1,8884,8635,7156069786281,433
CFO LTM2,6515,6516,9837611,4367592,044
CFO 3Y Avg2,4835,0175,9116961,2116541,847

Growth & Margins

TRISPGIINTUFDSVRSKFICOMedian
NameThomson .S&P Glob.Intuit FactSet .Verisk A.Fair Isa. 
Rev Chg LTM3.0%7.9%17.2%5.9%6.6%16.2%7.3%
Rev Chg 3Y Avg4.1%11.1%13.7%7.1%7.2%13.8%9.1%
Rev Chg Q5.2%9.0%17.4%6.9%5.9%16.4%7.9%
QoQ Delta Rev Chg LTM1.4%2.2%3.5%1.7%1.4%3.6%1.9%
Op Mgn LTM26.6%40.3%27.1%31.7%43.7%48.0%36.0%
Op Mgn 3Y Avg25.3%37.1%24.5%31.2%43.2%44.4%34.2%
QoQ Delta Op Mgn LTM-2.2%0.1%0.4%-0.5%-0.7%1.0%-0.2%
CFO/Rev LTM35.5%36.8%34.7%32.2%46.7%36.8%36.1%
CFO/Rev 3Y Avg34.6%35.5%33.8%31.1%41.9%36.2%35.1%
FCF/Rev LTM27.0%35.6%34.0%27.4%38.8%34.8%34.4%
FCF/Rev 3Y Avg26.3%34.4%32.6%27.1%33.8%34.9%33.2%

Valuation

TRISPGIINTUFDSVRSKFICOMedian
NameThomson .S&P Glob.Intuit FactSet .Verisk A.Fair Isa. 
Mkt Cap39.8122.6115.87.425.424.032.6
P/S5.38.05.83.18.311.66.9
P/EBIT18.818.820.29.418.924.218.9
P/E26.527.426.712.428.036.527.0
P/CFO15.021.716.69.717.731.617.1
Total Yield6.4%4.6%4.9%10.3%4.6%2.7%4.7%
Dividend Yield2.6%1.0%1.1%2.2%1.0%0.0%1.0%
FCF Yield 3Y Avg2.9%3.2%3.2%4.1%2.9%1.6%3.0%
D/E0.10.10.10.20.20.10.1
Net D/E0.00.10.00.20.10.10.1

Returns

TRISPGIINTUFDSVRSKFICOMedian
NameThomson .S&P Glob.Intuit FactSet .Verisk A.Fair Isa. 
1M Rtn-7.2%-8.1%1.8%-8.5%-11.7%-28.3%-8.3%
3M Rtn-32.4%-23.1%-38.3%-31.8%-16.9%-42.3%-32.1%
6M Rtn-42.4%-16.3%-40.1%-30.9%-25.7%-33.4%-32.2%
12M Rtn-46.7%-18.5%-30.0%-55.2%-37.5%-44.9%-41.2%
3Y Rtn-27.5%22.0%-3.5%-50.1%-2.4%45.2%-3.0%
1M Excs Rtn-2.7%0.7%13.4%0.4%-1.8%-19.4%-0.7%
3M Excs Rtn-24.1%-14.4%-30.1%-23.2%-8.2%-33.5%-23.6%
6M Excs Rtn-39.1%-12.3%-36.1%-25.9%-21.2%-31.1%-28.5%
12M Excs Rtn-58.5%-30.9%-43.3%-65.9%-48.4%-57.9%-53.2%
3Y Excs Rtn-87.2%-37.8%-59.2%-112.5%-59.9%-12.8%-59.6%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Legal Professionals2,9222,8072,8032,7122,535
Corporates1,8441,6201,5361,4401,367
Tax & Accounting Professionals1,1651,058986915836
Reuters News832769733694628
Global Print519562592609620
Eliminations/Rounding-24-22-23-22-2
Total7,2586,7946,6276,3485,984


Price Behavior

Price Behavior
Market Price$89.43 
Market Cap ($ Bil)40.2 
First Trading Date06/12/2002 
Distance from 52W High-57.6% 
   50 Days200 Days
DMA Price$99.62$146.35
DMA Trenddowndown
Distance from DMA-10.2%-38.9%
 3M1YR
Volatility59.1%37.9%
Downside Capture1.460.75
Upside Capture80.1722.17
Correlation (SPY)23.2%24.4%
TRI Betas & Captures as of 2/28/2026

 1M2M3M6M1Y3Y
Beta3.522.402.101.120.540.58
Up Beta1.211.941.781.110.460.48
Down Beta3.812.352.130.920.500.53
Up Capture334%122%108%18%18%24%
Bmk +ve Days9203170142431
Stock +ve Days8142553116385
Down Capture445%338%280%185%102%92%
Bmk -ve Days12213054109320
Stock -ve Days13273671135364

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with TRI
TRI-47.2%37.7%-1.61-
Sector ETF (XLC)9.1%18.3%0.3328.1%
Equity (SPY)14.5%18.9%0.5924.6%
Gold (GLD)50.2%27.7%1.46-1.9%
Commodities (DBC)17.8%17.6%0.854.8%
Real Estate (VNQ)0.4%16.4%-0.1526.8%
Bitcoin (BTCUSD)-23.7%44.2%-0.4918.4%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with TRI
TRI1.9%24.0%0.06-
Sector ETF (XLC)8.1%20.7%0.3138.3%
Equity (SPY)11.8%17.0%0.5442.9%
Gold (GLD)20.7%17.7%0.965.3%
Commodities (DBC)11.6%18.9%0.506.1%
Real Estate (VNQ)3.0%18.8%0.0738.1%
Bitcoin (BTCUSD)4.0%56.6%0.2918.1%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with TRI
TRI9.9%22.7%0.41-
Sector ETF (XLC)8.7%22.4%0.4746.6%
Equity (SPY)14.0%17.9%0.6751.0%
Gold (GLD)13.3%15.8%0.705.0%
Commodities (DBC)8.2%17.6%0.3915.7%
Real Estate (VNQ)4.7%20.7%0.1944.4%
Bitcoin (BTCUSD)66.4%66.8%1.0611.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date3132026
Short Interest: Shares Quantity11.1 Mil
Short Interest: % Change Since 2282026-15.7%
Average Daily Volume3.0 Mil
Days-to-Cover Short Interest3.7 days
Basic Shares Quantity445.2 Mil
Short % of Basic Shares2.5%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
SUMMARY STATS   
# Positive000
# Negative000
Median Positive   
Median Negative   
Max Positive   
Max Negative   

SEC Filings

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Report DateFiling DateFiling
12/31/202503/05/202640-F
09/30/202511/05/20256-K
06/30/202508/07/20256-K
03/31/202505/02/20256-K
12/31/202403/06/202540-F
09/30/202411/06/20246-K
06/30/202408/02/20246-K
03/31/202405/03/20246-K
12/31/202303/07/202440-F
09/30/202311/02/20236-K
06/30/202308/03/20236-K
03/31/202305/03/20236-K
12/31/202203/08/202340-F
09/30/202211/03/20226-K
06/30/202208/05/20226-K
03/31/202205/05/20226-K