TSE:TRI

Thomson Reuters Corp (TRI.TO)

147.66
-6.31 (4.10%)
as of Sep 4, 2026, 4:39:32 pm Market Open.
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Investor Insights
star iconSep 4, 2026, 12:00 am

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

Thomson Reuters Corp (TRI) is currently facing significant market skepticism regarding the potential impact of artificial intelligence (AI) on its core legal and financial data services. Despite fears that AI might replace critical aspects of its services, many analysts argue that TRI's extensive proprietary data gives it a strong competitive advantage that will persist in the long term. The company recently showed solid financial performance, including stable topline growth, a significant free cash flow increase, and ongoing share buybacks. While there are concerns about valuation and the market's response to AI developments, sentiments are cautiously optimistic for those willing to view TRI as a long-term investment. Analysts suggest that TRI might be undervalued at its current price, providing an attractive entry point for new investors amidst the prevailing fears.

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Consensus
Cautious
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Valuation
Fair Value
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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.
BUY
A more defensive holding.
DON'T BUY
Throw off a lot of free cash flow, so have the potential of increasing dividends, but it's a pretty expensive stock. They are one of the top in their area. Going up against Reuters and Bloomberg in their financial arm. These companies have real holds on supplying information to trading rooms, etc.
BUY
Have liked this one for a long time. Has come under share price pressure recently. High quality company, very solid business. Out of favour right now. If you buy it and hold it over the next copuple of years you will be well rewarded.
BUY
Have had some pressures on their margins. It looks too expensive on a Price/Earnings basis. Convinced that the company will surprise investors. An investment to hold not trade.
DON'T BUY
Had a big sell off in '01 and now is just flirting with its 200 day moving average. Trying to make a base, so wait until it's finished making a base and then go to the potential where it's going to be giving you something. There's a lot of better stocks out there.
BUY
It seems to have a definitive range like $40 to $45. Every time it gets down here, it seems to be at least a trading buy. Good value down here.
DON'T BUY
Will remain a dog for awhile. Really hasn't grown their earnings or their market values, certainly over the last year. His model price has been quite consistant at $32.
DON'T BUY
Hasn't really performed over the last couple of years. Has really gone through such a change in the last number of years. Tough to figure out how fast this company can grow organically. A leader in on-line services on the legal side with Westlaw. Financial services is not as strong. Health and education comimg along but not as strong as Westlaw. All together, an organic grower of 4%.
HOLD
Has been one of Canada's greatest long term investment successes. Have a tremendous significant position in financial services info, legal info and education and publishing. Came out with strong results recently. Management is very much focused on investment capital and generating free cash flow. Fairly priced right now.
HOLD
Well managed, but very expensive. Growth prospects are not fabulous. Technically looking good. Can't hurt you. If you can get $45/46 out of it would sell.
BUY
An overlooked company. Building a base. Don't let it go below the 52 week low.
TOP PICK
Has a reasonable valuation at 11 X EBITDA or in arrears 20 X free cash flow. 2% dividend yield. Has made no major mistakes over the longer term. Financial and education sectors have lagged and are starting to look up. Infrastructure costs have already been sunk and margins should increase.
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