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Technology - Information Technology Services - NYSE - GB
$ 4.33
-3.78 %
$ 3.08 B
Market Cap
-2.19
P/E
1. INTRINSIC VALUE

Clarivate Plc, an information services and analytics company, provides structured information and analytics for discovery, protection, and commercialization of scientific research, innovations, and brands. It offers Web of Science products and services, such as Web of Science, InCites, Journal Citation Reports, EndNote, ScholarOne, Converis, Publons, and Kopernio to organizations that plan, fund, implement, and utilize research; and Life Sciences products, including Cortellis and Newport Integrity for pharmaceutical and biotechnology companies to support research, market intelligence, and competitive monitoring in connection with the development and commercialization of new drugs. The company also provides Derwent products, which include Derwent Innovation, Techstreet, and IP Professional Services that enables its customers to evaluate the novelty of potential new products, confirm freedom to operate with respect to their product design, help them secure patent protection, assess the competitive technology landscape, and ensure that their products comply with required industry standards; CompuMark products, such as trademark screening, searching, and watching products and services for businesses and law firms; and MarkMonitor products, which helps enterprises to establish, manage, optimize, and protect their online presence.[ Read More ]

The intrinsic value of one CLVT stock under the base case scenario is HIDDEN Compared to the current market price of 4.33 USD, Clarivate Plc is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart CLVT

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FINANCIALS
2.63 B REVENUE
-1.17%
-735 M OPERATING INCOME
81.28%
-911 M NET INCOME
76.99%
744 M OPERATING CASH FLOW
46.12%
-237 M INVESTING CASH FLOW
-414.31%
-496 M FINANCING CASH FLOW
34.60%
622 M REVENUE
-4.32%
21.7 M OPERATING INCOME
-67.66%
-65.6 M NET INCOME
78.44%
203 M OPERATING CASH FLOW
61.19%
-91.5 M INVESTING CASH FLOW
10.47%
-110 M FINANCING CASH FLOW
-332.68%
Balance Sheet Decomposition Clarivate Plc
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Current Assets 1.46 B
Cash & Short-Term Investments 371 M
Receivables 908 M
Other Current Assets 183 M
Non-Current Assets 11.2 B
Long-Term Investments 17.7 M
PP&E 107 M
Other Non-Current Assets 11.1 B
Current Liabilities 1.6 B
Accounts Payable 144 M
Short-Term Debt 48.8 M
Other Current Liabilities 1.41 B
Non-Current Liabilities 5.11 B
Long-Term Debt 4.78 B
Other Non-Current Liabilities 330 M
EFFICIENCY
Earnings Waterfall Clarivate Plc
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Revenue 2.63 B
Cost Of Revenue 906 M
Gross Profit 1.72 B
Operating Expenses 2.46 B
Operating Income -735 M
Other Expenses 176 M
Net Income -911 M
RATIOS
65.52% GROSS MARGIN
65.52%
-27.95% OPERATING MARGIN
-27.95%
-34.66% NET MARGIN
-34.66%
-15.21% ROE
-15.21%
-7.17% ROA
-7.17%
-6.16% ROIC
-6.16%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Clarivate Plc
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Net Income -911 M
Depreciation & Amortization 708 M
Capital Expenditures -242 M
Stock-Based Compensation 109 M
Change in Working Capital -60.4 M
Others 901 M
Free Cash Flow 502 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Clarivate Plc
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Wall Street analysts predict an average 1-year price target for CLVT of $14.3 , with forecasts ranging from a low of $11 to a high of $20 .
CLVT Lowest Price Target Wall Street Target
11 USD 154.04%
CLVT Average Price Target Wall Street Target
14.3 USD 231.02%
CLVT Highest Price Target Wall Street Target
20 USD 361.89%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Clarivate Plc
image
Sold
0-3 MONTHS
1.38 M USD 2
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
1.64 M USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
1 month ago
Oct 15, 2024
Sell 420 K USD
Veinstein Bar
President, A&G
- 60000
7 USD
1 month ago
Sep 19, 2024
Sell 840 K USD
Veinstein Bar
President, A&G
- 120000
7 USD
2 months ago
Aug 30, 2024
Sell 119 K USD
SAHA SAURABH
Director
- 17646
6.75 USD
3 months ago
Aug 09, 2024
Bought 1.49 M USD
Snyder Andrew Miles
Director
+ 262000
5.67 USD
3 months ago
Aug 08, 2024
Bought 159 K USD
Snyder Andrew Miles
Director
+ 28938
5.49 USD
2 years ago
Nov 15, 2022
Sell 1.05 M USD
Samson James Gordon
Chief Product Officer
- 100000
10.4811 USD
2 years ago
Sep 15, 2022
Bought 591 K USD
Snyder Andrew Miles
Director
+ 51063
11.58 USD
2 years ago
Sep 14, 2022
Bought 2.42 M USD
Snyder Andrew Miles
Director
+ 208333
11.61 USD
2 years ago
May 16, 2022
Sell 712 K USD
Samson James Gordon
Chief Product Officer
- 50000
14.2494 USD
2 years ago
May 11, 2022
Sell 111 K USD
Samson James Gordon
Chief Product Officer
- 8000
13.9177 USD
2 years ago
Mar 14, 2022
Sell 226 K USD
Samson James Gordon
Chief Product Officer
- 16000
14.13 USD
2 years ago
Jan 03, 2022
Sell 157 K USD
Samson James Gordon
President, IP Group
- 6400
24.4566 USD
2 years ago
Jan 03, 2022
Sell 37.6 K USD
Samson James Gordon
President, IP Group
- 1600
23.51 USD
2 years ago
Dec 08, 2021
Sell 362 K USD
Ahmed Mukhtar
President, Science Group
- 14578
24.8 USD
3 years ago
Nov 15, 2021
Sell 775 K USD
Samson James Gordon
President, IP Group
- 33000
23.4829 USD
3 years ago
Nov 16, 2021
Sell 792 K USD
Samson James Gordon
President, IP Group
- 33000
24 USD
3 years ago
Nov 04, 2021
Sell 600 K USD
Samson James Gordon
President, IP Group
- 25000
24 USD
3 years ago
Nov 01, 2021
Sell 581 K USD
Samson James Gordon
President, IP Group
- 25000
23.2303 USD
3 years ago
Nov 01, 2021
Sell 2.09 M USD
Samson James Gordon
President, IP Group
- 90000
23.2661 USD
3 years ago
Jun 14, 2021
Sell 266 M USD
ONEX CORP
10 percent owner
- 10562882
25.22 USD
3 years ago
Jun 14, 2021
Sell 266 M USD
Onex US Principals LP
10 percent owner
- 10562882
25.22 USD
3 years ago
Jun 11, 2021
Bought 500 K USD
ROEDEL RICHARD
Director
+ 19193
26.075 USD
3 years ago
Jun 14, 2021
Sell 13 M USD
von Blucher Sheryl G.
Director
- 500000
26 USD
3 years ago
Jun 14, 2021
Sell 2.33 M USD
Roy Jeff
President, IP Group
- 89648
26 USD
3 years ago
Jun 14, 2021
Sell 3.23 M USD
Hanks Richard
Chief Financial Officer
- 124297
26 USD
3 years ago
Mar 15, 2021
Sell 1.15 M USD
Ahmed Mukhtar
President, Science Group
- 43913
26.29 USD
3 years ago
Mar 11, 2021
Sell 1.95 M USD
Roy Jeff
President, IP Group
- 86050
22.7 USD
3 years ago
Mar 11, 2021
Sell 2.46 M USD
Ahmed Mukhtar
President, Science Group
- 107616
22.88 USD
3 years ago
Mar 12, 2021
Sell 968 K USD
Ahmed Mukhtar
President, Science Group
- 41573
23.28 USD
7. News
Clarivate Healthcare Business Insights Unveils 2023 Revenue Cycle Award Winners Recognizing Roper St. Francis Healthcare, Bon Secours Mercy Health, and Bronson Methodist Hospital for excellence in Physician and Hospital Groups LONDON , Nov. 13, 2024 /PRNewswire/ -- Clarivate Plc (NYSE:CLVT) a leading global provider of transformative intelligence, announced the 2023 winners of the Clarivate Healthcare Business Insights™ annual Revenue Cycle Awards. Now in its 12th year, the Revenue Cycle Awards recognize U.S.-based healthcare organizations for exceptional performance on revenue cycle KPIs, based on data from their most recent and preceding full fiscal years. prnewswire.com - 4 days ago
Clarivate Publishes 2023 Sustainability Report LONDON , Nov. 12, 2024 /PRNewswire/ -- Clarivate Plc (NYSE:CLVT), a leading global provider of transformative intelligence, has today published its fourth annual sustainability report, showcasing its commitment to sustainability and the United Nations Sustainable Development Goals (SDGs). In 2023, Clarivate was shortlisted for the SDG Pioneer Award at the Thomson Reuters Responsible Business Awards. prnewswire.com - 5 days ago
Clarivate: Downgrade To Hold As Growth May Take A Long Time To Recover I downgrade Clarivate PLC from buy to hold due to lack of confidence in near-term organic growth recovery and potential further stock price decline. CLVT's 3Q24 earnings report showed a 3.9% revenue decline and worsening organic growth, marking the worst performance in its history. The new CEO's Value Creation Plan is promising but will take a long time to show results, adding to the uncertainty. seekingalpha.com - 1 week ago
Clarivate Launches New Sustainability Research Solution ProQuest One Sustainability offers a transdisciplinary research experience and features AI-powered ProQuest Research Assistant LONDON , Nov. 7, 2024 /PRNewswire/ -- Clarivate Plc (NYSE:CLVT), a leading global provider of transformative intelligence, today announced the launch of ProQuestTM One Sustainability. The new solution is an expansive, curated, multi-format content collection designed to meet the growing demand for sustainability curricula across research, teaching and learning. prnewswire.com - 1 week ago
Clarivate Plc (CLVT) Q3 2024 Earnings Call Transcript Clarivate Plc (NYSE:CLVT ) Q3 2024 Earnings Conference Call November 6, 2024 9:00 AM ET Company Participants Mark Donohue - Vice President of Investor Relations Matti Shem Tov - Chief Executive Officer Jonathan Collins - Chief Financial Officer Conference Call Participants Owen Lau - Oppenheimer David Paige - RBC Toni Kaplan - Morgan Stanley Andrew Nicholas - William Blair Manav Patnaik - Barclays Shlomo Rosenbaum - Stifel Peter Christiansen - Citi George Tong - Goldman Sachs Colton Feldmann - Jefferies Operator Hello, and thank you for standing by. My name is Regina and I will be your conference operator today. seekingalpha.com - 1 week ago
Clarivate (CLVT) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates The headline numbers for Clarivate (CLVT) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. zacks.com - 1 week ago
Clarivate PLC (CLVT) Matches Q3 Earnings Estimates Clarivate PLC (CLVT) came out with quarterly earnings of $0.19 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.21 per share a year ago. zacks.com - 1 week ago
Clarivate Reports Third Quarter 2024 Results LONDON , Nov. 6, 2024 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT) (the "Company" or "Clarivate"), a leading global provider of transformative intelligence, today reported results for the third quarter ended September 30, 2024. Third  Quarter 2024 Financial Highlights Revenues of $622.2 million decreased 3.9% Organic revenues decreased 2.6%, as an increase in subscription revenues of 0.6% was offset by a decrease in re-occurring revenues of 1.1% and transactional and other revenues of 13.6% Net loss of $65.6 million; Net loss per diluted share of $0.09 Adjusted net income(1) of $134.1 million decreased 12.1%; Adjusted diluted EPS(1) of $0.19 decreased 9.5% or $0.02 Adjusted EBITDA(1) of $264.4 million decreased 6.0%; Adjusted EBITDA margin(1) of 42.5% decreased 100 basis points primarily due to lower revenues Net cash provided by operating activities of $202.9 million increased $39.5 million; Free cash flow(1) of $126.3 million increased $24.6 million primarily due to the timing of working capital Nine Months Ended September 30, 2024 Financial Highlights Revenues of $1,893.7 million decreased 2.6% Organic revenues decreased 1.5% as an increase in subscription revenues of 1.2% was offset by a decline in re-occurring revenues of 2.3% and transactional and other revenues of 9.3% Net loss of $444.9 million; Net loss per diluted share of $0.69 Adjusted net income(1) of $379.8 million decreased 12.8%; Adjusted diluted EPS(1) of $0.52 decreased 11.9% or $0.07 Adjusted EBITDA(1) of $775.1 million decreased 5.4%; Adjusted EBITDA margin(1) of 40.9% decreased 120 basis points primarily due to lower revenues Net cash provided by operating activities decreased $48.0 million to $505.3 million; Free cash flow(1) decreased $76.3 million to $298.4 million primarily due to lower operating income and increased capital expenditures "Clarivate's third quarter results are unsatisfactory and reflect an overdependency on fluctuating transactional revenue and areas of the business with low margin characteristics," said Matti Shem Tov, Chief Executive Officer. prnewswire.com - 1 week ago
What Analyst Projections for Key Metrics Reveal About Clarivate (CLVT) Q3 Earnings Get a deeper insight into the potential performance of Clarivate (CLVT) for the quarter ended September 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics. zacks.com - 1 week ago
Clarivate PLC (CLVT) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release Clarivate (CLVT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 2 weeks ago
Thompson Street Portfolio Company Silverchair Announces Agreement to Acquire Scholarone ST. LOUIS--(BUSINESS WIRE)--Silverchair, a portfolio company of Thompson Street Capital Partners (TSCP), announced today that is has entered into a definitive agreement with Clarivate Plc (NYSE:CLVT) to acquire ScholarOne, a leading provider of software and services to scholarly publishers and societies. Terms of the transaction were not disclosed. Founded in 1993 and based in Charlottesville, VA, Silverchair provides a suite of software and services to leading global publishers of scientific,. businesswire.com - 2 weeks ago
Clarivate to Report Third Quarter 2024 Results on November 6, 2024 LONDON , Oct. 16, 2024 /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, announced today it will report its financial results for the third quarter 2024 before the market opens on Wednesday, November 6, 2024. The press release and earnings supplement, with accompanying financial information, will be available on the Clarivate investor website at https://ir.clarivate.com. prnewswire.com - 1 month ago
8. Profile Summary

Clarivate Plc CLVT

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COUNTRY GB
INDUSTRY Information Technology Services
MARKET CAP $ 3.08 B
Dividend Yield 0.00%
Description Clarivate Plc, an information services and analytics company, provides structured information and analytics for discovery, protection, and commercialization of scientific research, innovations, and brands. It offers Web of Science products and services, such as Web of Science, InCites, Journal Citation Reports, EndNote, ScholarOne, Converis, Publons, and Kopernio to organizations that plan, fund, implement, and utilize research; and Life Sciences products, including Cortellis and Newport Integrity for pharmaceutical and biotechnology companies to support research, market intelligence, and competitive monitoring in connection with the development and commercialization of new drugs. The company also provides Derwent products, which include Derwent Innovation, Techstreet, and IP Professional Services that enables its customers to evaluate the novelty of potential new products, confirm freedom to operate with respect to their product design, help them secure patent protection, assess the competitive technology landscape, and ensure that their products comply with required industry standards; CompuMark products, such as trademark screening, searching, and watching products and services for businesses and law firms; and MarkMonitor products, which helps enterprises to establish, manage, optimize, and protect their online presence. It serves government and academic institutions, life science companies, and research and development corporations in the Americas, the Middle East, Africa, Europe, and the Asia Pacific. The company was formerly known as Clarivate Analytics Plc and changed its name to Clarivate Plc in May 2020. Clarivate Plc is headquartered in London, the United Kingdom.
Contact 70 St. Mary Axe, London, EC3A 8BE https://www.clarivate.com
IPO Date Oct. 29, 2018
Employees 12000
Officers Mr. Henry Levy President of Life Sciences & Healthcare Mr. Gordon Samson President of Intellectual Property Mr. Bar Veinstein President of Academia & Government Mr. Jonathan M. Collins Executive Vice President & Chief Financial Officer