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Wolters Kluwer N.V (WKL) Fair Value & Analysis

Industrials · NL · Market cap €13.8B

WK Wolters Kluwer N.V WKL · AS
Price€71.60
Fair Value€94.39
Upside+31.8%
Quality65/100
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Healthy Growth
Highly profitable · 21.4% net margin
High debt · generates free cash flow
4.02% dividend yield
Mixed vs. peers (8/15)
Wide moat 81/100
Evidence: High Range €60.00 – €126.93 Share as image

Fair value as of: Jul 18, 2026

From 25 valuation models · updated 17 days ago

Fair value updated Jul 18, 2026, revised from €94.02 to €94.39 (+0.4%) since Jun 24, 2026. Share price +24.3% over the past month.

A solid business, screening 32% undervalued on our models.

What matters now

  • Solid quality (65/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (€60.00 to €126.93) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

€173.07 €55.65 Fair Value €94.39 Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range €55.65 – €173.07 · fair‑value band €60.00 – €126.93 · the €71.60 price screens below the €94.39 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

Wolters Kluwer N.V (WKL) currently trades at €71.60, while our model-based Fair Value estimate is €94.39, implying the stock looks roughly 31.8% undervalued today. We read business quality at 65/100 (solid quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Wolters Kluwer N.V generated revenue of €6.1B at a net margin of 21.4%. Revenue grew 1.6% year over year. It earns a return on equity of 111.7%. Net debt stands at €4.2B. Fundamentals as of Jul 18, 2026

Our scenario range runs from €60.00 (bear case) to €126.93 (bull case); at €71.60, the current price sits within that range. The share trades about 53% below its 52-week high and 31% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -35% fair-value upside, at 32%, WKL screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF €52.66 €77.63 €111.24 80
Residual Income €17.95 €28.10 €486.05 76
Rev-Margin DCF €38.40 €62.50 €87.94 74
All 25 models by family
DCF Models
FCF DCF €50.56 €76.99 €113.94 38
Owner Earnings €56.00 €84.68 €124.77 31
5Y Revenue Exit €38.40 €61.55 €89.51 39
5Y EBITDA Exit €58.38 €96.55 €138.58 41
5Y P/E Exit €58.50 €96.77 €134.25 38
10Y Revenue Exit €41.07 €62.40 €87.72 36
10Y EBITDA Exit €54.84 €85.87 €123.00 37
10Y P/E Exit €54.92 €86.02 €119.89 35
Earnings-Based
Graham-Dodd €39.87 €84.63 €107.32 54
PEG = 1.0 €12.85 €18.35 €23.86 46
EPV €37.25 €45.71 €53.12 59
Dividend Discount
Gordon GGM €23.17 €35.32 €48.36 70
DDM Multi-Stage €23.17 €33.21 €44.62 61
Multiples
P/E Multiple €87.96 €117.28 €146.59 63
P/S Multiple €51.48 €68.65 €85.81 58
P/B Multiple €8.05 €10.73 €13.42 55
EV/EBIT €79.08 €109.95 €140.82 53
EV/EBITDA €74.21 €103.45 €132.70 54
EV/Revenue €34.54 €55.13 €75.73 43
Asset-Based
NCAV (Graham) €1.79 €2.40 €3.58 50
Growth DCF
Growth DCF €52.66 €77.63 €111.24 80
Rev-Margin DCF €38.40 €62.50 €87.94 74
Economic Profit
Residual Income €17.95 €28.10 €486.05 76
ROIC Compounder €38.81 €49.52 €60.35 72
Growth Earnings
Growth-Adj P/E €64.92 €92.74 €120.56 68

Widest divergence: Growth Earnings (€92.74) versus Asset-Based (€2.40). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) €6.1B
Revenue growth (YoY) +1.6%
Net margin 21.4%
Return on equity 112%
Free cash flow €1.4B FY2025
P/E ratio 11.0
More key figures
Operating margin 24.2%
EPS (TTM) €5.64
Dividend yield 4.0%
EPS growth (YoY) +36.9%
Net debt €4.2B FY2025

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 65/100

Of which business quality 71 · Market factors (momentum, volatility) 37

Profitability 79
Margins and returns on capital today
Quality Growth 54
Are margins and returns improving?
Cashflow 78
Earnings quality: real cash, not paper profit
Fin. Strength 37
Balance sheet, leverage, solvency risk
Investment 95
Disciplined investing over empire-building
Low Volatility 73
Calm price path (market factor)
Momentum 29
Price trend over the last 3–12 months (market factor)
52W Momentum 10
Distance to the 52-week high (market factor)
Net Issuance 100
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Wolters Kluwer N.V. provides information, software solutions, and services for professionals in the Netherlands, rest of Europe, the United States, Canada, the Asia Pacific, and internationally. The company operates through Health; Tax & Accounting; Financial & Corporate Compliance; Legal & Regulatory; and Corporate Performance & ESG segments.

Full company description

Wolters Kluwer N.V. provides information, software solutions, and services for professionals in the Netherlands, rest of Europe, the United States, Canada, the Asia Pacific, and internationally. The company operates through Health; Tax & Accounting; Financial & Corporate Compliance; Legal & Regulatory; and Corporate Performance & ESG segments. The Health segment offers clinical solutions and develops GenAI and agentic solutions to drive better patient care and health outcomes. It serves hospitals, healthcare organizations, clinicians, students, schools, libraries, payers, life sciences, digital health companies, and pharmacies. The Tax & Accounting segment offers AI-powered, cloud-based and on-premise software suites, research solutions to tax and accounting firms; and professional services to support professional workflows, including compliance, audit, and firm management. It also serves businesses, government agencies, and academia. The Financial & Corporate Compliance segment provides financial institutions, corporations, small businesses, and law firms with solutions that enable compliance with ever-changing regulatory and legal obligations, improve efficiency, and help achieve better business outcomes. The Legal & Regulatory segment provides Legal & Regulatory trusted information, insights, and analytics for optimal decisions with accuracy and speed. It serves legal and compliance professionals in law firms, corporate legal departments, universities, and government organizations. The Corporate Performance & ESG segment offers delivers software solutions that support organizations in planning, simulating, and managing financial, sustainability, operational, and risk management activities to drive better outcomes. The company also develops a hosted platform for managing and controlling external legal costs. Wolters Kluwer N.V. was founded in 1836 and is headquartered in Alphen aan den Rijn, the Netherlands.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Wolters Kluwer N.V reported revenue of €6.1B in FY2025 versus €4.8B in FY2021, a compound +6.4%/yr. Reported net income was €1.3B in FY2025, compounding +15.8%/yr from FY2021.

Growth Quality 81/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
€6.1B
Latest YoY
+3.5%
Avg. growth/yr (3Y)
+3.9%
Avg. growth/yr (5Y)
+5.9%
Avg. growth/yr (27Y)
+3.0%
Revenue +6.4%/yr
FY21 €4.8B
FY22 €5.5B
FY23 €5.6B
FY24 €5.9B
FY25 €6.1B
Net income +15.8%/yr
FY21 €728M
FY22 €1.0B
FY23 €1.0B
FY24 €1.1B
FY25 €1.3B

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Cite: Fair Value Calculator (2026). "Wolters Kluwer N.V Fair Value". https://www.fairvalue-calculator.com/stock/WKL

Recent news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Specialty Business Services · 258 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 65 · Top 25%
Fair Value upside +32% · Above median
Return on equity (TTM) 112% · Top 25%
Return on assets 10% · Top 25%
Net margin (TTM) 21% · Top 25%
Operating margin (TTM) 24% · Top 25%
Revenue growth 2% · Below median
Dividend yield (TTM) 4.0% · Above median
Debt / equity 4.95× · Higher than 75% of peers

Valuation Multiples vs Specialty Business Services median · lower = cheaper

P/E (TTM) 11.0× · Cheaper than 75% of peers
P/B 19.94× · Pricier than 75% of peers
P/S (TTM) 2.60× · Pricier than 75% of peers
P/FCF 11.6× · Pricier than 75% of peers
EV/EBITDA 9.8× · Pricier than median
PEG 1.80× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 76 · sector 25
FUTURE 8 · sector 25
PAST 100 · sector 33
HEALTH 0 · sector 91
DIVIDEND 80 · sector 52

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Specialty Business Services stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
Cintas Corporation CTAS $206.25 $95.30 -54%
RELX PLC RELX $33.70 $32.49 -4%
Thomson Reuters Corporation TRI C$133.87 C$70.40 -47%
Copart, Inc CPRT $27.61 $28.59 +4%
Global Payments Inc GPN $80.49 $69.67 -13%
RB Global, Inc RBA C$156.43 C$49.14 -69%
UL Solutions Inc ULS $87.76 $33.62 -62%
Brambles Limited BXB A$18.79 A$12.28 -35%
Aramark ARMK $56.74 $13.73 -76%
Rentokil Initial plc RTO $30.41 $19.63 -35%

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Frequently asked questions

Is Wolters Kluwer N.V (WKL) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of €94.39 versus a price of €71.60, about +32% (undervalued).
What is the fair value of WKL?
Our model-based fair value for Wolters Kluwer N.V is €94.39 (as of Jul 18, 2026), built from audited fundamentals. The current price is €71.60.
What is the quality score of WKL?
Wolters Kluwer N.V has a Quality Score of 65/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Wolters Kluwer N.V (WKL)?
Wolters Kluwer N.V reported trailing-twelve-month revenue of about €6.1B (latest available figure, as of Jul 18, 2026).
What is the net profit margin of WKL?
The net profit margin of Wolters Kluwer N.V is about 21.4%, meaning it keeps roughly 21.4% of revenue as net income. Based on the latest reported figures.
Does Wolters Kluwer N.V pay a dividend?
Wolters Kluwer N.V currently shows a dividend yield of about 4.16% relative to its recent price (as of Jul 18, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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