Thomson's second quarter beat FactSet consensus, and 2026 growth guidance was raised modestly, but second-quarter tax growth of 8% and third-quarter guidance for EBITDA margin of 36% were mild disappointments. Shares fell 10% on Aug 5.
Thomson is ideally positioned to reap the benefits of gen AI-driven product innovation, which is expected to transform the legal and tax industries.
Market expectations are high, as evidenced by its relatively high trading multiples compared with peers. Consequently, a small misstep could lead to an outsize correction in the stock price.
|
Metric
|
TRI
|
INTU
|
WKL
|
|---|---|---|---|
Price/Earnings (Normalized) | 25.22 | 13.68 | 13.33 |
Price/Book Value | 4.15 | 4.79 | 16.35 |
Price/Sales | 5.96 | 4.30 | 2.57 |
Price/Cash Flow | 16.91 | 10.42 | 10.22 |
|
Metric
|
TRI
|
INTU
|
WKL
|
|---|---|---|---|
Quick Ratio | 0.38 | 0.79 | 0.67 |
Current Ratio | 0.51 | 1.45 | 0.69 |
Interest Coverage | 12.43 | 24.13 | 16.57 |
|
Metric
|
TRI
|
INTU
|
WKL
|
|---|---|---|---|
Return on Assets (Normalized) | 10.27% | — | 12.49% |
Return on Equity (Normalized) | 15.60% | — | 140.69% |
Return on Invested Capital (Normalized) | 13.75% | — | 21.71% |
|
1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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United States