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Added to YB: 2024-07-17

Pitch date: 2024-06-30

CLVT [bullish]

Clarivate Plc

-39.93%

current return

Author Info

No bio for this author

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

$5.71

Price Target

N/A

Dividend

N/A

EV/EBITDA

6.73

P/E

-5.99

EV/Sales

2.58

Sector

Professional Services

Category

turnaround

Show full summary:
Cove Street Capital New Position: Clarivate Plc

CLVT: Data services provider for academic, IP, & life sciences. Strong 30%+ EBITDA margins & ROIC. PE roll-up suffered from lack of innovation, missed guidance. New mgmt, 18mo investment cycle. Favorable risk/reward; upside if growth targets hit. Cross-work from $RSSS. Value in aggregating industry data.

Read full article (1 min)