Added to YB: 2026-08-07
Pitch date: 2026-08-04
CLVT [neutral]
Clarivate Plc
-2.63%
current return
Author Info
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Company Info
Clarivate Plc provides information services in the Americas, the Middle East, Africa, Europe, and the Asia Pacific.
Market Cap
$1.2B
Pitch Price
$1.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.61
P/E
-3.78
EV/Sales
2.19
Sector
Professional Services
Category
special_situation
$CLVT: the USD 600M sale is signed — and the stock is lower than before it was announced
CLVT (overview): Levered info biz at $1.98 (~$1.27B cap), below $2.22 pre-announced $600M LS&H sale to Altaris (signed July, closes YE). Net debt ~$4.03B, ~4x guided EBITDA. FY26 guide: rev $2.3-2.42B, EBITDA $980M-1.04B. Declining organic rev; only $500M cash at close. Mgmt buys debt not stock.
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