Added to YB: 2025-08-04
Pitch date: 2025-06-13
CLVT [bullish]
Clarivate Plc
-17.67%
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
$4.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.73
P/E
-5.99
EV/Sales
2.58
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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