Thomson Reuters CorporationTRI

Morningstar Rating

Stock Research and Analysis

by Swami Shanmugasundaram

Thomson Reuters, a leading global information and solutions provider, is known for its diverse suite of products in the professional information industry. The strength and reliability of its offerings helped it create high customer loyalty and solid Read more

Bulls Say

The acquisition of Reuters has significantly expanded Thomson's footprint outside the Americas. Thomson's exposure to emerging markets in Asia and Europe increased from 3% and 14%, respectively, to 9% and 29%.

After the sale of Thomson Learning, a large majority of the company's revenue now comes from electronic products and services with recurring revenue.

We believe Thomson is capable of significant margin expansion during the next five years from a combination of acquisition integration, migration to higher-margin businesses, and fixed-cost leverage. Read more

Bears Say

Thomson has relied on acquisitions in the past to help increase its top line. There's a chance it may pay too much for future acquisitions.

Thomson's exposure to the volatile financial market data business jumped twofold as a result of the Reuters acquisition. Read more

Strategy

With the acquisition of Reuters, Thomson's main focus is to build on the potential revenue and cost synergies that can be generated from the combination of its financial division and Reuters, given the Read more

Management

Thomas H. Glocer is Thomson Reuters' CEO, and David Thomson is the company's chairman. Glocer had been Reuters' CEO since 2001, and we think he will do a solid job leading the combined company. Much of his time spent at Reuters was on damage control, Read more

Profile

Thomson Reuters, formed in 2008 from the merger of Canada-based Thomson Corporation and U.K.-based Reuters Group, is a leader in the global information-services industry, Read more

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