
Wolters Kluwer N.V. (WOLTF)
ValueMarkers Composite Index
79% below intrinsic value ($400)
Wolters Kluwer N.V. (WOLTF) — VMCI valuation read
Wolters Kluwer N.V. (WOLTF) carries a VMCI composite of 61/100, 11 points above the Industrials sector median of 50. Among mid-cap names, that gap places WOLTF in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).
The WOLTF insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.
**Investor frame.** Value reads WOLTF trades at 20.0x earnings, 11% above the Industrials median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Industrials 12.0x. Quality: ROIC of 14.0% sits 4.0pp above the Industrials median (10.0%). Risk: net debt to EBITDA of -1.7x leaves covenant headroom, the line to track on Wolters Kluwer N.V.'s next 10-Q.
WOLTF fell 0.9% over the trailing 7 days, with a +1.8% read on a 30-day basis.
Wolters Kluwer N.V. provides professional information, software solutions, and services in the Netherlands, rest of Europe, the United States, Canada, the Asia Pacific, and internationally. The company operates through four segments: Health; Tax & Accounting; Governance, Risk & Compliance; and Legal & Regulatory. The Health segment offers clinical technology and evidence-based solutions that drive effective decision-making and improved outcomes across healthcare. It provides solutions for hospitals, clinics, other healthcare providers, individual clinicians and students, nursing and medical schools and libraries, retail pharmacies, payers, and life sciences organizations. The Tax & Accounting segment offers solutions that help tax, accounting, and audit professionals to drive productivity, navigate change, and deliver better outcomes. It provides solutions for accounting firms, corporate finance, tax and auditing departments, government agencies, libraries, and universities. The Governance, Risk & Compliance segment offers technology-enabled services and solutions for legal entity compliance, legal operations management, banking product compliance, and regulatory reporting. It serves legal, compliance, and risk professionals in corporations, small businesses, law firms, insurers, banks, non-bank lenders, credit unions, leasing companies, and securities firms. The Legal & Regulatory segment provides evidence-based information, actionable insights, and integrated workflow solutions that help customers to make the right decisions and streamline compliance. It enables legal and compliance professionals, and operational risk managers, as well as environmental, health, and safety managers to improve productivity and performance, mitigate risk, and solve complex problems with confidence in law firms, corporations, universities, and government agencies. Wolters Kluwer N.V. was founded in 1836 and is based in Alphen aan den Rijn, the Netherlands.
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