Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TRI
HOLDFLAGThomson Reuters Corporation · Industrials · Canada · $33.7B · Avg Vol: $166M/d
Thomson Reuters is a world-class information services provider with a deep legal and tax data moat. It stands to benefit as a second-order winner of AI monetization by embedding generative AI into its high-margin workflow software. However, the current valuation is highly demanding, leaving a minimal margin of safety for new capital.
COMPANY DESCRIPTION
Thomson Reuters Corporation is a Canadian multinational information services provider that delivers critical data, software, and workflow tools to legal, tax, accounting, and compliance professionals. The company possesses a formidable competitive moat built on highly recurring subscription revenues and proprietary databases like Westlaw and Practical Law. As a dominant global market leader, Thomson Reuters is highly integrated into professional workflows, driving consistent cash flow and margin expansion.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 6.6B | 6.8B | 7.3B | 7.5B | 4.1% |
| EPS | 3.05 | 5.90 | 4.97 | 3.39 | 3.7% |
| Shares | 451.8M | 446.0M | 443.1M | 438.1M | -3.0% |
| Debt | 5.0B | 3.5B | 3.1B | 2.4B | -22.0% |
| Equity | 11.9B | 11.1B | 12.0B | 11.9B | 0.1% |
| Op CF | 1.9B | 2.3B | 2.5B | 2.7B | 11.5% |
| Inv CF | -462.0M | 3.5B | 680.0M | -1.3B | — |
| Fin CF | -1.2B | -5.6B | -2.5B | -2.8B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of TRI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TRI | Thomson Reuters Corporation(you) | $33.7B | 41 | HOLD |
| WCN.TO | Waste Connections, Inc. | $39.1B | 44 | HOLD |
| WSP.TO | WSP Global Inc. | $16.8B | 40 | HOLD |
| DIV.TO | Diversified Royalty Corp. | $602M | 79 | BUY |
| CGY.TO | Calian Group Ltd. | $620M | 80 | BUY |
| 0UVO.L | Finning International Inc. | $18.9B | 32 | SELL |
| CP | Canadian Pacific Kansas City Limited | $76.7B | 45 | HOLD |
| DXT.TO | Dexterra Group Inc. | $565M | 92 | STRONG BUY |
| KBL.TO | K-Bro Linen Inc. | $394M | 87 | STRONG BUY |
| STN.TO | Stantec Inc. | $7.8B | 49 | HOLD |
Peer medians: ROE 10.6% · P/E 26.8x · Gross margin 28.7%