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
Great businesses, decent margins, some real franchise operations, but the stock is still too expensive. Needs time for the cash flow generation to show on the balance sheet and pay down some of its debt.
PAST TOP PICK
(A Top Pick Aug 26/04. Down 5%.) Still likes and considers it a core holding in some of the portfolios. Expects to see better returns on equity, invested capital.
PAST TOP PICK
(A Top Pick Nov 15/04. Down 2.5%.) Still likes. One of the few stocks that is nowhere near its 52 week high. Has reported a couple of decent quarters here. Would still be a buyer at this level.
HOLD
Have had to be extraordinarilly patient with the stock. Was a high multiple stock. Still likes its growth strategy, supplying data base management. May take some time.
WEAK BUY
Has always been valued at a fairly high multiple. Because of this, hasn't seen too much of a total return expectation from the company. At this level, it would be a reasonable trade, but does get expensive fairly quickly because of its valuation point and the slower growth rate.
HOLD
A company that seems to be doing most of the right things, but hasn't seen the stock move at all and creating the earnings growth. Haven't given up on it yet.
DON'T BUY
A solid company, but the problem is, it doesn't generate enough free cash flow to sustain this price. Their valuation is in the $25/30 range. Margins are stretched because pricing power is not there.
PAST TOP PICK
(A Top Pick Aug 9/04. Down 2.5%.) Still likes. An enquiry in one of their divisions by Spitzer knocked the stock back Until that is resolved, the stock will be in a holding pattern.
SELL
Dead money. Has beeen going through a transition over a number of years.
TOP PICK
Has lagged. They beat expectations and raised their guidance again last quarter. Should do it again.
BUY
Growing and doing well in their core markets. Has been overvalued, but is now at the point where it can grow at the level that its cash flows are growing. Expects a 10/12% growth.
DON'T BUY
Have some great assets. Lots of cash. To make accretive acquisitions they have to pay significant $'s.
BUY
As time goes on, expects to see them expand into more and more scientific and engineering endeavours. Good long term hold.
PAST TOP PICK
(A Top Pick Aug 9/04. Down 4%.) Disappointed with the stock performance. Would still buy at this price. Made a big turn around in the last 2 quarterly earnings.
BUY
Starting to deliver on the earnings growth. Earnings should be up about 17% this year and 18% next year.
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