| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 94 | — | 17.8x | Top tier | |
Growth | 16 | -3.5% | 7.1% | Bottom tier | |
Quality | 46 | -0.9% | 4.5% | Around median | |
Safety | 52 | 8.5x | 2.6x | Around median | |
Capital Return | 43 | 0.00% | 2.12% | Around median | |
Momentum | 11 | -57.8% | 2.9% | Bottom tier | |
Sentiment | 72 | 6 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Clarivate Plc provides data and information and analytics platforms built on proprietary and curated datasets through contractual arrangements, serving research and education institutions, government entities, intellectual property teams, and the life sciences and healthcare sector. The company generates revenue from subscriptions and recurring revenue, alongside less stable transactional revenue; following the agreement announced in July 2026 to sell the Life Sciences & Healthcare segment to Altaris, Clarivate is moving toward a focus on Academia & Government and intellectual property, with the pro forma recurring mix rising from 89% to approximately 92%.
In Q2 FY 2026, revenue was $587 million, and first-half revenue reached approximately $1.2 billion, while the company recorded a net loss of $269 million due to a non-cash impairment charge related to the agreement to sell Life Sciences & Healthcare. In contrast, adjusted diluted earnings per share rose to $0.19, up $0.01 year over year, and the adjusted profit margin exceeded 42%, with operating cash flow of $99 million and free cash flow of $44 million.
The segment mix reflects limited improvement in recurring activity: organic ACV grew 1.5%, and both Academia & Government and Life Sciences & Healthcare achieved organic ACV growth of 2%, while organic recurring revenue in the intellectual property segment improved to flat growth. However, organic revenue declined by $9 million because recurring revenue growth of approximately 1.5% did not fully offset weaker transactional revenue, while cost controls maintained the adjusted earnings margin compared with the corresponding period.
The analyst consensus on CLVT is Neutral, with an average price target of $2, which is also both the highest and lowest target, indicating an extremely narrow range of estimates. This target falls within the 52-week range of $1.66–$4.54, but is approximately 56% below the top of the range, while no positive price-to-earnings ratio is available because net losses continue; therefore, a revaluation depends on the company's ability to turn recurring revenue stability into actual growth and complete its debt reduction, weighed against weak organic growth and pressure on free cash flow.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
Growth depends on increased subscriptions and the launch of AI products built on Clarivate's proprietary data, led by Web of Science Research Intelligence, Nexus Connect, and IP-1. Web of Science Research Intelligence reached 77 paying customers and built a multimillion-dollar ACV pipeline after working with more than 50 partners and early adopters in 20 countries. Management expects organic growth of approximately 1% and organic recurring revenue growth of approximately 1.5% in FY 2026.
The company recorded a net loss of $269 million in Q2 FY 2026 and attributed the change entirely to a non-cash impairment charge resulting from the definitive agreement to sell Life Sciences & Healthcare. At the same time, adjusted diluted earnings per share were $0.19, up $0.01 year over year, highlighting the difference between the accounting result and adjusted performance. Operating cash flow was $99 million and free cash flow was $44 million during the same quarter.
Clarivate announced an agreement in July 2026 to sell the segment to Altaris and expects to close the transaction before the end of FY 2026 after obtaining customary approvals. On a pro forma basis, the recurring revenue mix will rise from 89% to approximately 92%, and the company will focus more heavily on Academia & Government and intellectual property. Management plans to use the proceeds together with cash flow to reduce debt by approximately $900 million during FY 2026, while incurring one-time transaction costs of approximately $70 million.
Automated analysis for informational purposes only — not investment advice.
The segment's organic recurring revenue improved to flat growth in Q2 FY 2026, and management expects it to return to growth by the end of FY 2026. The plan is supported by IP-1, which combines AI agents with proprietary assets to address patent and trademark questions, and RiskMark, which reduces trademark risk assessments from hours to minutes. Simon Webster also assumed leadership of the segment in June 2026, with priorities including retaining renewals and software services customers, increasing commercial activity, and accelerating AI innovation.
Q2 FY 2026 generated free cash flow of $44 million, down $6 million year over year because of higher working capital requirements related to the timing of collections and payments. The company used cash flow and excess cash to repurchase $75 million of notes due in 2028 at a discount of approximately 3%, bringing first-half debt reduction to $218 million. Management expects FY 2026 free cash flow to remain at the low end of the guidance range and plans to use it together with proceeds from the sale of Life Sciences & Healthcare to achieve debt reduction of approximately $900 million.
Management expects revenue of approximately $2.35 billion and adjusted earnings before interest, taxes, depreciation, and amortization of slightly more than $1 billion in FY 2026. This equates to a margin of approximately 43%, with adjusted diluted earnings per share of $0.75 and growth of approximately 9%. It also expects Q3 FY 2026 revenue to be seasonally lower, followed by an increase in Q4 FY 2026 with the patent and trademark renewal cycle and transactional revenue.
