Added to YB: 2025-08-04
Pitch date: 2025-06-13
CLVT [bullish]
Clarivate Plc
-43.72%
current return
Author Info
No bio for this author
Company Info
Clarivate Plc provides information services in the Americas, the Middle East, Africa, Europe, and the Asia Pacific.
Market Cap
$1.6B
Pitch Price
$4.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.90
P/E
-11.74
EV/Sales
2.31
Sector
Professional Services
Category
turnaround
Clarivate Plc - $CLVT
CLVT: SaaS platform for academia/gov (50%), IP (30%), healthcare (15%) w/ strong moats in Web of Science & patent analytics. 80%+ recurring revenue, 90% renewal rates, 60% margins. New CEO from ProQuest. Challenges: poor organic growth, $4.6B debt (4.7x leverage), $6B in impairments since 2022. FCF $350-450M, but still unprofitable. Valued at $3B (7x FCF).
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