Clarivate 過去の業績
過去 基準チェック /06
Clarivateは10.4%の年平均成長率で業績を伸ばしているが、Professional Services業界はgrowingで12.3%毎年増加している。売上は成長しており、年平均6.9%の割合である。
主要情報
10.45%
収益成長率
11.43%
EPS成長率
| Professional Services 業界の成長 | 10.99% |
| 収益成長率 | 6.88% |
| 株主資本利益率 | -2.87% |
| ネット・マージン | -5.62% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • Jun 22
CLVT: IP Leadership And AI Platforms Will Drive Future Upside
Analysts have kept their $6.00 price target on Clarivate unchanged, citing updated assumptions that now reflect a slightly higher discount rate, modestly adjusted revenue growth and profit margin expectations, and a broadly similar future P/E outlook. What’s in the News for Clarivate Clarivate appointed Simon Webster as President of its Intellectual Property segment, effective June 10, as Maroun S.
ナラティブの更新 • Jun 07
CLVT: Fair Value View Balances AI Platform Rollout Against Ongoing Profitability Risks
Analysts have revised their Clarivate price target to $2.40, reflecting updated assumptions about slower revenue declines, lower profit margins, and a higher future P/E of 71.88x in their models. What's in the News Clarivate launched IPOne, a unified IP intelligence platform that uses purpose-built AI agents and proprietary data to support IP research and workflows across enterprises, including activities such as discovery, clearance, prioritization, monitoring, analysis and decision support.
ナラティブの更新 • May 23
CLVT: Free Cash Flow May Offset AI And Portfolio Execution Risks
Analysts have trimmed Clarivate price targets into a roughly $2.40 to $6 range, citing concerns around AI-related disruption risks and execution questions on the planned Life Sciences and Healthcare unit sale, even as some highlight solid free cash flow performance and guidance. Analyst Commentary Recent research notes reflect a mixed but generally cautious stance on Clarivate, with most firms trimming price targets while keeping ratings unchanged.Seeking Alpha • May 13
Clarivate: Business Showed Signs Of Stabilization, But It Is Not Enough
Summary Clarivate delivered improved Q1 2026 results, with organic growth turning positive at 0.6% and margin expansion, but reported revenue still declined year over year. Segment trends stabilized, notably with Academia & Government and Life Sciences & Healthcare returning to growth, though IPPG remained a drag at -1.3% organic growth. AI-driven product enhancements and the Value Creation Plan could accelerate organic growth, but sustained improvement is needed before a re-rating is justified. I maintain a hold rating, seeking several more quarters of cleaner execution and stronger IPPG performance before turning more constructive. Read the full article on Seeking Alphaナラティブの更新 • May 06
CLVT: Life Sciences Sale Execution Will Drive Upside Despite AI Risk
Analysts have trimmed their price expectations for Clarivate, with new targets ranging roughly from $2.40 to $6.00. They cited concerns around AI-related disruption risks and execution on the planned Life Sciences and Healthcare asset sale.ナラティブの更新 • Apr 21
CLVT: Free Cash Flow And Portfolio Simplification May Support Future Upside Potential
The Analyst Price Target for Clarivate has been reduced by about $1, with analysts pointing to AI disintermediation risk and uncertainty around the planned Life Sciences and Healthcare unit sale as key reasons for the reset. Analyst Commentary Recent research points to a more cautious stance on Clarivate, with several banks trimming price targets while keeping a range of ratings from Underweight to Buy.ナラティブの更新 • Apr 07
CLVT: Fair Value View Weighs AI Disruption Against Portfolio Reshaping Risks
Analyst price targets on Clarivate have reset sharply lower into a $2.40 to $6 range, with cuts of up to about $2 to $2.60 as analysts factor in AI disruption risks and uncertainty around the planned Life Sciences and Healthcare segment sale. Analyst Commentary Recent research updates on Clarivate highlight a cautious tilt, with several bearish analysts resetting expectations lower despite references to solid free cash flow metrics and outlined growth targets.ナラティブの更新 • Mar 24
CLVT: Fair Value View Balances AI Competition With Portfolio Execution Risks
Clarivate's analyst price targets have moved lower toward a new implied fair value near $2.40 per share, as analysts factor in slower revenue growth assumptions, lower profit margin expectations, AI related competitive risks, and execution risk around the planned Life Sciences and Healthcare unit sale. Analyst Commentary Recent Street research on Clarivate has tilted more cautious, with several bearish analysts cutting price targets and, in one case, downgrading the stock.ナラティブの更新 • Mar 10
CLVT: Value Creation Plan Execution Will Drive Upside Despite AI Headwinds
Our analyst price target for Clarivate has moved down from $7.00 to $6.00 as analysts trim their targets across the Street. They cite AI related competitive pressures, the execution risk around a potential Life Sciences and Healthcare sale, and a longer timeline for the company’s Value Creation Plan to play out.ナラティブの更新 • Feb 24
CLVT: Extended Plan Execution Will Unlock Value Despite Rising AI Competition
Analysts have trimmed their $4.20 price target on Clarivate to $3.60, reflecting concerns that rising competition from AI-focused rivals, limits on pricing power, and a longer timeline for the company's "Value Creation Plan" temper expectations for organic revenue growth and profitability. Analyst Commentary Goldman Sachs cut its rating on Clarivate to Neutral from Buy and reduced its price target to $3.60 from $4.20, signaling a more cautious stance on the shares.ナラティブの更新 • Feb 09
CLVT: Extended Value Creation Plan Timeline May Support Future Upside Potential
Analysts have trimmed their price target on Clarivate to about US$3.60 from roughly US$4.20, citing a longer timeline for the company's "Value Creation Plan" to influence organic revenue growth, as well as concerns about pressure from AI driven competitors and limited pricing power. Analyst Commentary Bullish Takeaways Bullish analysts still see some value support around the revised US$3.60 target, suggesting expectations have been reset to reflect slower organic growth execution.分析記事 • Feb 04
Clarivate Plc's (NYSE:CLVT) 35% Dip In Price Shows Sentiment Is Matching Revenues
Clarivate Plc ( NYSE:CLVT ) shareholders that were waiting for something to happen have been dealt a blow with a 35...ナラティブの更新 • Jan 25
CLVT: Extended Plan And AI Competition Will Shape Long-Term Execution Outlook
Analysts have trimmed their price target on Clarivate to $3.60 from $4.20, citing expectations for a longer timeline for the Value Creation Plan to influence organic revenue growth, as well as concerns around competition from AI focused peers and limited pricing power. Analyst Commentary Recent Street research reflects a more cautious stance on Clarivate, with at least one major firm reducing its rating and target price as expectations temper around execution of the Value Creation Plan and the pace of organic revenue growth.ナラティブの更新 • Jan 09
CLVT: Extended Value Creation Timeline Will Confront Intensifying AI Competition
Analysts have trimmed their fair value estimate for Clarivate from US$3.75 to US$3.00, citing a lower Street price target and expectations that the company’s "Value Creation Plan" and efforts to improve organic revenue growth may take longer to show results in the face of rising AI driven competition and limited pricing power. Analyst Commentary Recent Street commentary has turned more cautious on Clarivate, with some price targets cut and ratings pulled back as expectations around the "Value Creation Plan" are reset to a longer timetable.ナラティブの更新 • Dec 22
CLVT: Share Repurchases Will Support Future Earnings Upside
Analysts have trimmed their price target on Clarivate by approximately $0.25. This reflects slightly higher perceived risk via a modestly increased discount rate and a lower future earnings multiple, while leaving their long term growth and profitability assumptions essentially unchanged.ナラティブの更新 • Dec 08
CLVT: Share Buybacks And Raised Guidance Will Support Future Performance
Analysts have slightly lowered their price target on Clarivate to reflect modestly reduced discount rate assumptions and a marginally lower future price-to-earnings multiple, while keeping their fair value estimate effectively unchanged at approximately $4.93 per share. What's in the News Clarivate completed a share repurchase of 34,823,885 shares, representing 5.11% of outstanding shares, for a total of $149.47 million under its December 16, 2024 buyback authorization (Key Developments).ナラティブの更新 • Nov 24
CLVT: Strong Market Share Will Support Future Performance Despite AI Risk
Analysts have slightly raised their price target for Clarivate to nearly $5 per share. They cite the firm’s solid market position but note ongoing risks from budget constraints, AI competition, and leverage concerns.ナラティブの更新 • Nov 09
CLVT: Market Position And AI Developments Will Drive Performance Ahead
Analysts have lowered Clarivate's price target from approximately $5.14 to $4.93 per share. They cite concerns over budget constraints in key sectors, potential risks from artificial intelligence, and the company’s elevated leverage, despite its strong market position.分析記事 • Sep 16
These 4 Measures Indicate That Clarivate (NYSE:CLVT) Is Using Debt Extensively
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Aug 02
Earnings Update: Clarivate Plc (NYSE:CLVT) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
One of the biggest stories of last week was how Clarivate Plc ( NYSE:CLVT ) shares plunged 20% in the week since its...分析記事 • Jul 26
Is There An Opportunity With Clarivate Plc's (NYSE:CLVT) 32% Undervaluation?
Key Insights Clarivate's estimated fair value is US$6.63 based on 2 Stage Free Cash Flow to Equity Clarivate's US$4.53...分析記事 • Jul 08
At US$4.40, Is Clarivate Plc (NYSE:CLVT) Worth Looking At Closely?
While Clarivate Plc ( NYSE:CLVT ) might not have the largest market cap around , it led the NYSE gainers with a...新しいナラティブ • May 11
Subscription Model And AI Integration Will Drive Operational Efficiency
Transitioning to a subscription-based model and AI innovation enhances revenue stability and competitive edge, supporting growth and improving net margins.分析記事 • May 04
Optimistic Investors Push Clarivate Plc (NYSE:CLVT) Shares Up 27% But Growth Is Lacking
Clarivate Plc ( NYSE:CLVT ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last...分析記事 • Apr 23
Clarivate Plc (NYSE:CLVT) Shares Could Be 33% Below Their Intrinsic Value Estimate
Key Insights Clarivate's estimated fair value is US$4.92 based on 2 Stage Free Cash Flow to Equity Current share price...分析記事 • Apr 08
Should You Investigate Clarivate Plc (NYSE:CLVT) At US$3.37?
Clarivate Plc ( NYSE:CLVT ), is not the largest company out there, but it saw significant share price movement during...分析記事 • Mar 03
Some Confidence Is Lacking In Clarivate Plc's (NYSE:CLVT) P/S
It's not a stretch to say that Clarivate Plc's ( NYSE:CLVT ) price-to-sales (or "P/S") ratio of 1.2x right now seems...Seeking Alpha • Feb 23
Clarivate: Another Weak Year Ahead
Summary I recommend maintaining a hold rating on Clarivate Plc due to poor organic growth prospects and declining EBITDA despite cost-cutting measures. FY25 is expected to be another challenging year with no signs of organic growth recovery and continued demand weakness across key segments. High debt levels and declining free cash flow raise concerns about CLVT's ability to manage its balance sheet and refinance upcoming debt. While management's strategic asset sales may benefit long-term revenue predictability, they will negatively impact near-term revenue and EBITDA. Read the full article on Seeking Alpha分析記事 • Jan 26
Is Clarivate (NYSE:CLVT) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 08
Are Investors Undervaluing Clarivate Plc (NYSE:CLVT) By 27%?
Key Insights The projected fair value for Clarivate is US$7.07 based on 2 Stage Free Cash Flow to Equity Clarivate is...Seeking Alpha • Dec 26
Clarivate: Clearing The Decks
Summary Clarivate Plc's shares have rebounded somewhat after hitting an all-time low following weak 3Q24 results under new CEO Matti Shem Tov, who will reveal a Value Creation Plan in February. The company faces challenges with declining revenues and high debt, leading to mixed analyst ratings and a cautious outlook until more details of the turnaround plan are revealed. The stock is cheap on a P/E basis, and there was significant insider buying in November from beneficial owners. An analysis around Clarivate plc. follows in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Dec 16
Is Clarivate Plc (NYSE:CLVT) Potentially Undervalued?
Clarivate Plc ( NYSE:CLVT ), is not the largest company out there, but it saw a double-digit share price rise of over...Seeking Alpha • Nov 08
Clarivate: Downgrade To Hold As Growth May Take A Long Time To Recover
Summary 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. External headwinds in A&G and LS&G segments further dampen growth prospects, making it prudent to avoid investing until the outlook improves. Read the full article on Seeking Alpha分析記事 • Nov 07
Some Confidence Is Lacking In Clarivate Plc (NYSE:CLVT) As Shares Slide 26%
Clarivate Plc ( NYSE:CLVT ) shares have had a horrible month, losing 26% after a relatively good period beforehand. The...分析記事 • Sep 27
Here's Why Clarivate (NYSE:CLVT) Has A Meaningful Debt Burden
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Sep 06
Clarivate Plc (NYSE:CLVT) Stock Rockets 31% As Investors Are Less Pessimistic Than Expected
Clarivate Plc ( NYSE:CLVT ) shareholders would be excited to see that the share price has had a great month, posting a...収支内訳
収支内訳
Clarivate の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 2,447 | -137 | 707 | 0 |
| 31 Dec 25 | 2,455 | -201 | 709 | 0 |
| 30 Sep 25 | 2,501 | -396 | 710 | 0 |
| 30 Jun 25 | 2,500 | -433 | 710 | 0 |
| 31 Mar 25 | 2,529 | -678 | 714 | 0 |
| 31 Dec 24 | 2,557 | -668 | 728 | 0 |
| 30 Sep 24 | 2,577 | -1,339 | 732 | 0 |
| 30 Jun 24 | 2,602 | -1,280 | 732 | 0 |
| 31 Mar 24 | 2,621 | -1,105 | 739 | 0 |
| 31 Dec 23 | 2,629 | -987 | 740 | 0 |
| 30 Sep 23 | 2,620 | 181 | 735 | 0 |
| 30 Jun 23 | 2,609 | -4,247 | 735 | 0 |
| 31 Mar 23 | 2,627 | -4,062 | 729 | 0 |
| 31 Dec 22 | 2,660 | -4,036 | 730 | 0 |
| 30 Sep 22 | 2,545 | -4,470 | 734 | 0 |
| 30 Jun 22 | 2,352 | -30 | 709 | 0 |
| 31 Mar 22 | 2,111 | -205 | 702 | 0 |
| 31 Dec 21 | 1,877 | -312 | 643 | 0 |
| 30 Sep 21 | 1,772 | -195 | 635 | 0 |
| 30 Jun 21 | 1,614 | -383 | 622 | 0 |
| 31 Mar 21 | 1,442 | -277 | 546 | 0 |
| 31 Dec 20 | 1,254 | -351 | 545 | 0 |
| 30 Sep 20 | 1,053 | -469 | 516 | 0 |
| 30 Jun 20 | 1,012 | -277 | 490 | 0 |
| 31 Mar 20 | 981 | -329 | 513 | 0 |
| 31 Dec 19 | 974 | -259 | 475 | 0 |
| 30 Sep 19 | 965 | -170 | 419 | 0 |
| 30 Jun 19 | 964 | -235 | 410 | 0 |
| 31 Mar 19 | 965 | -224 | 379 | 0 |
| 31 Dec 18 | 968 | -242 | 413 | 0 |
| 31 Dec 17 | 918 | -264 | 361 | 0 |
質の高い収益: CLVTは現在利益が出ていません。
利益率の向上: CLVTは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: CLVTは利益を出していないが、過去 5 年間で年間10.4%の割合で損失を削減してきた。
成長の加速: CLVTの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: CLVTは利益が出ていないため、過去 1 年間の収益成長をProfessional Services業界 ( 8.9% ) と比較することは困難です。
株主資本利益率
高いROE: CLVTは現在利益が出ていないため、自己資本利益率 ( -2.87% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/28 10:37 |
| 終値 | 2026/06/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Clarivate Plc 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| Manav Patnaik | Barclays |
| Heather Balsky | BofA Global Research |
| Zachary Cummins | B. Riley Securities, Inc. |