I give a hold rating for Thomson Reuters (TRI), due to solid fundamentals, but limited near-term upside from high current valuation. TRI's core business is growing steadily, with strong performance in Legal, Corporates, and Tax & Accounting segments, and increasing Gen AI traction. Despite robust fundamentals, TRI's valuation at 45.8x forward PE is significantly above historical and peer multiples, leaving little room for error.
I stick to a Buy for Thomson Reuters following my assessment of the company's first quarter results and the shift in its topline composition. TRI's 1Q2025 EPS surpassed expectations due to the strong performance of its Tax & Accounting Professionals segment. The company has been deriving a growing proportion of its revenue from star products and AI solutions.
Thomson Reuters Corporation (NASDAQ:TRI ) Q1 2025 Earnings Conference Call May 1, 2025 8:30 AM ET Company Participants Gary Bisbee - Head-Investor Relations Steve Hasker - Chief Executive Officer Mike Eastwood - Chief Financial Officer Conference Call Participants Scott Fletcher - CIBC Manav Patnaik - Barclays Aravinda Galappatthige - Canaccord Genuity Vince Valentini - TD Cowen Toni Kaplan - Morgan Stanley Drew McReynolds - RBC Andrew Steinerman - JPMorgan Jason Haas - Wells Fargo Doug Arthur - Huber Research George Tong - Goldman Sachs Joshua Dennerlein - Bank of America Operator Good day, and welcome to the Thomson Reuters First Quarter Earnings Call. Today's call is being recorded.
While the top- and bottom-line numbers for Thomson Reuters (TRI) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Thomson Reuters (TRI) came out with quarterly earnings of $1.12 per share, beating the Zacks Consensus Estimate of $1.06 per share. This compares to earnings of $1.11 per share a year ago.
Get a deeper insight into the potential performance of Thomson Reuters (TRI) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Thomson Reuters (TRI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Thomson Reuters (TRI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Thomson Reuters (TRI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Investors interested in Technology Services stocks are likely familiar with JBT Marel (JBTM) and Thomson Reuters (TRI). But which of these two stocks offers value investors a better bang for their buck right now?
Investors looking for stocks in the Technology Services sector might want to consider either JBT Marel (JBTM) or Thomson Reuters (TRI). But which of these two companies is the best option for those looking for undervalued stocks?
Thomson Reuters showed strong growth in core segments, leveraging AI and strategic acquisitions, with a positive outlook for 2025 but high current valuation. The company achieved significant organic revenue growth in 2024, driven by Legal, Corporate, and Tax & Accounting segments, despite slight margin declines. Risks include successful integration of acquisitions and technological disruption, particularly from AI, which could impact long-term profitability and competitive edge.