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Clarivate Plc

NYSE•CLVT
CEO: Mr. Jonathan M. Collins
セクター: Technology
業種: Information Technology Services
上場日: 2018-10-29
Clarivate Plc operates as an information services provider in the Americas, the Middle East, Africa, Europe, and the Asia Pacific. It operates through three segments: Academia & Government, Life Sciences & Healthcare, and Intellectual Property. The company offers Web of Science and InCites, that analyzes and explores the academic research landscape and manages research information; ProQuest One and Ebook Central that provides comprehensive content collections to institutions in a cost-effective manner; and Alma and Polaris, that manages academic resources and services, connect users, and support research publications. It also provides Patent and Trademark Renewals, that supports paralegal and admin tasks throughout the patent and trademark protection and maintenance process; CompuMark and Derwent, that supports critical decisions around patent and trademark protection, risk, and value creation throughout the innovation and brand lifecycle; IPFolio and Foundation IP that creates a structured environment for the protection and management of global patent and trademark assets. In addition, the company offers Cortellis Competitive Intelligence and Cortellis Drug Discovery Intelligence, that supports the development of new drugs and medical devices from discovery to clinical trials; Cortellis Regulatory Intelligence and OFF-X to monitor drug safety issues and adhere to regulatory protocols; Real World Data and Optimize that inform commercial launch strategy and set pricing for optimal reimbursement. It serves corporations, universities, law firms, government agencies, public libraries, and other professional services organizations. The company was formerly known as Clarivate Analytics Plc and changed its name to Clarivate Plc in May 2020. Clarivate Plc was founded in 1864 and is headquartered in London, the United Kingdom.
連絡先情報
70 St. Mary Axe, London, EC3A 8BE, United Kingdom
44-20-7433-4000
www.clarivate.com
時価総額
$1.66B
PER (TTM)
-8.4
25.5
配当利回り
--
52週高値
$4.77
52週安値
$1.66
52週レンジ
30%
順位65Top 96.0%
1.6
F-Score
改良版 Piotroski 分析
8年ファンダメンタル
弱い • 1.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2018-2025

財務ダッシュボード

Q4 2025 データ

売上高

$617.00M+0.00%
直近4四半期の推移

EPS

$0.00+0.00%
直近4四半期の推移

フリーCF

$352.40M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Operational Income Rebounds Operating income $71.5M, significantly improved from $(275.6)M loss in 2024; goodwill impairment dropped to $15.0M.
Revenue Decline Moderates Total revenues $2.46B USD, down 4.0% from 2024; subscription organic growth offset transactional volume drops.
Strong Cash Flow Maintained Free cash flow $365.3M USD, up 2% due to lower capital expenditures of $263.2M for the year.
Share Count Reduced Ordinary shares outstanding decreased to 640.7M shares by year-end 2025; $224.5M spent on repurchases.

リスク要因

Third-Party Data Dependence Reliance on third parties for data creates risk from unfavorable licensing terms or provider withdrawal impacting competitiveness.
Competitive Market Pressures Highly competitive industry requires maintaining high renewal rates; 2025 renewal rate was 92.5%.
AI Regulation Uncertainty Evolving laws regarding AI use expose operations to increased costs, legal risks, and potential compliance burdens globally.
Customer Budget Sensitivity Reduced research budgets from academic institutions and government funding cuts may adversely affect product demand.

見通し

Accelerate AI Innovation Scale 2026 focus includes deploying generative AI, releasing new AI-native solutions, and extending capabilities across portfolio.
Strengthen Commercial Execution Plan targets accelerating organic ACV and recurring revenue growth through focused sales execution and AI enablement.
Drive Efficiency and Margin Utilize agentic AI to drive operational efficiency and margin expansion across organization-wide processes for cost savings.
Streamline Business Model Complete product group wind-downs started in 2025, transitioning remaining sales mix further away from transactional revenue.

同業比較

売上高 (TTM)

DXC stock ticker logoDXC
$12.68B
-1.9%
CNXC stock ticker logoCNXC
$9.83B
+2.2%
ASGN stock ticker logoASGN
$3.98B
-2.9%

粗利益率 (最新四半期)

CLVT stock ticker logoCLVT
66.8%
-1.3pp
PGY stock ticker logoPGY
40.8%
+0.7pp
INOD stock ticker logoINOD
38.3%
-0.4pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
VNET$2.64B-32.1-9.3%61.5%
GLOB$2.34B23.14.9%14.3%
DXC$2.30B5.513.4%36.3%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
1.3%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月27日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし