Added to YB: 2025-10-16
Pitch date: 2025-10-14
CLVT [neutral]
Clarivate Plc
-2.21%
current return
Author Info
The Value Road is a deep value investor that's interested in post bankruptcy, NAV, and undervalued micro and nano-cap stocks. I only invest in companies that have layers of value behind them, usually with little or no debt. Sign up for their newsletter.
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
$3.62
Price Target
5.00 (+46%)
Dividend
N/A
EV/EBITDA
6.73
P/E
-5.99
EV/Sales
2.58
Sector
Professional Services
Category
special_situation
The 41% Signal: How Strategic Reviews Hint at Hidden Takeovers - Clarivate Plc
CLVT (strategic review): Initiated strategic review including potential divestitures of non-core academic & IP mgmt units. $2.6B market cap, 9.5x EV/EBITDA, 0.8x P/B. Deleveraging via asset sales + refocus on high-margin analytics could drive 25-40% upside as leverage falls & margins expand.
Read full article (1 min)