Professional
Added to YB: 2025-06-13
Pitch date: 2025-06-06
CLVT [neutral]
Clarivate Plc
-21.51%
current return
Author Info
Long Cast Advisers seeks to grow wealth through long-term concentrated investing in small-cap stocks. Follow on Twitter/X.
Company Info
Clarivate Plc operates as an information services provider in the Americas, the Middle East, Africa, Europe, and the Asia Pacific.
Market Cap
$2.3B
Pitch Price
$4.37
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.73
P/E
-5.99
EV/Sales
2.58
Sector
Professional Services
Category
value
Long Cast Advisers Portfolio Holding: Clarivate Plc
CLVT (holding update): Top player in space ($3B market cap, $4.2B debt) with best margins but highest prices, vulnerable in downturn. At 15x EBITDA, offers +15% IRR potential for patient investors despite near-term volatility risk. $20M ARR growing, but RSSS could steal customers with equal but cheaper offering.
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