TSE:TRI

Thomson Reuters Corp (TRI.TO)

124.88
-1.74 (1.37%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
221 watching
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Investor Insights
star iconJul 3, 2026, 12:00 am

This summary was created by AI, based on 36 opinions in the last 12 months.

Thomson Reuters Corp (TRI-T) is currently facing scrutiny due to fears that AI may disrupt its core legal and financial data services. Despite its strong fundamentals, including a solid balance sheet and consistent revenue performance, investor sentiment is cautious amid potential AI competition. While some experts highlight TRI's proprietary data as an essential asset that AI tools cannot easily replicate, others express concern over the company's competitive positioning moving forward. Many analysts suggest that TRI's valuation, although lower than past highs, remains elevated in the context of growth expectations. Ultimately, there is a general consensus that the stock, while presenting attractive opportunities for long-term investors, is undergoing a transitional phase marked by market volatility and shifting investor perceptions regarding its future performance in light of AI advancements.

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Consensus
Cautious
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Valuation
Fair Value
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Similar
LexisNexis, LNN
DON'T BUY
Dead money.
HOLD
A lot of its business is US so when the Canadian dollar is strong, the stock in Canadian dollars is a little weak. They continue to report decent organic growth little by little. Looks a little expensive on a P/E basis. Thinks it should trade at $45/48. Patients will be rewarded.
BUY
Likes at this level. 2.3% yield and the company has a history of increasing diovidends. Multiples are more in line with its peer group. A good defensive stock.
BUY
Likes this company. Looks relatively expensive at 10 X cash flow, the fact is that the ROE is building from an extremely low level. Things are looking more positive. Have a good lock on the legal information market and are branching out into other areas.
DON'T BUY
They dominate the US market in legal information. Most of its earnings are in the US, so could have a currency risk. Stable dividend. Expect a slow growth rate in the single digit araea.
BUY
Stock has started to perk up. Trying to break out of its very narrow trading range it's been in for the past year. Had 3 quarters of strong organic growth. The massive investments it made to change into an electronics company is just starting to pay off. It'll never be a high flyer.
TOP PICK
There's a real opportunity here. After a number of years of making acquisitions, they're integrating them and getting good organic growth out of them. Expects to see an earnings acceleration ove the next number of years when they start to deliver on the business plan. Good management.
DON'T BUY
A high quality stock, but very expensive. Has no growth. Dead money.
DON'T BUY
A great Canadian company with a world wide presence. Stock is not doing very well because it is always expensive. Trading at 20 X earnings. Good dividend yield at over 2%.
DON'T BUY
Has always traded at a high P/E multiple. Have terrific data bases, but people don't see willing to pay for it anymore.
HOLD
Has been flat and going sideways and getting relatively cheaper. Does most of its business outside of Canada. Last couple of quarters has been quite good. Very frustrating. Could get defensive growth. Thinks you should get high to mid $40's at some point.
DON'T BUY
A really interesting stock. For 25 years, the stock has always bottomed at just about 2 X book value and it isn't very much above that price right now. The problem with this stock is that there is no particular driver for its Fair Market Value, so can't see what's going to push the stock much higher.
DON'T BUY
Doesn't see a lot of growth in this one. Very little premium on the options which tells you that market believes it's simply going to continue flat lining.
DON'T BUY
Dead money. Trades substantially above what he feels its true value is. Model price is $33.56.
WAIT
Has relatively low valuation and somewhat relatively improving price appreciation. If it continues to persist in with these 2 assets, he would consider taking it into his funds.
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