Latest news with #CompuMark
Yahoo
5 days ago
- Business
- Yahoo
Clarivate Plc (CLVT): A Bull Case Theory
We came across a bullish thesis on Clarivate Plc on by sediment. In this article, we will summarize the bulls' thesis on CLVT. Clarivate Plc's share was trading at $4.2300 as of July 29th. CLVT's forward P/E was 6.51 according to Yahoo Finance. A state-of-the-art computer lab filled with engineers working on new analytics technologies. Clarivate (CLVT) is a leading data and analytics platform across Academia & Government (A&G), Intellectual Property (IP), and Life Sciences & Healthcare (LS&H), with over 80% recurring revenues and renewal rates above 90%. A&G, accounting for roughly half of revenue, benefits from deep entrenchment in the top 50 universities globally via ProQuest's Web of Science, boasting pricing power and minimal churn. IP, about a third of revenue, leverages CPA Global, Derwent, and CompuMark to manage patents, trademarks, and renewals for 1,600+ organizations, commanding scale-driven cost advantages. LS&H, the smallest but fastest-growing segment, is rebuilding from past missteps with enriched real-world data and epidemiology intelligence, supported by AI-led product enhancements. Despite a durable competitive moat—driven by highly curated proprietary data, entrenched workflows, and high switching costs—shareholders have endured years of weak organic growth, heavy leverage, and significant goodwill impairments. The 2021 ProQuest and 2020 CPA Global acquisitions diluted equity and left net debt at 4.7x EBITDA, with Clarivate still unprofitable despite generating $350–380M in annual FCF. New CEO Matitiahu Shem Tov, a SaaS veteran, is executing a turnaround plan by divesting low-margin transactional businesses, focusing on subscriptions (now 81–83% of revenue), and revitalizing LS&H to drive 4–5% organic growth. Success hinges on accelerating contract value growth, expanding LS&H, and further debt reduction. While at sub-$3B market cap, Clarivate screens inexpensive versus FCF, it remains a complex turnaround with upside from operational execution, AI-enabled product innovation, and organic growth normalization, but downside risk if execution stalls or leverage persists. Previously, we covered a on TTEC Holdings, Inc. (TTEC) by burnoutstory in May 2025, which highlighted founder Ken Tuchman's $6.85 per share take-private offer and the company's undervaluation despite significant revenue and AI-driven SaaS growth. The stock has appreciated by approximately 0.97% since our coverage, as the thesis largely remains intact. Sediment shares a similar thesis on Clarivate Plc, focusing on a data-heavy turnaround with leverage concerns. Clarivate Plc is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 25 hedge fund portfolios held CLVT at the end of the first quarter which was 20 in the previous quarter. While we acknowledge the potential of CLVT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
Yahoo
19-05-2025
- Business
- Yahoo
Clarivate Unveils AI-Powered Tool for Trademark Risk Assessment
On May 19, Clarivate Plc (NYSE:CLVT) launched RiskMark, an AI-driven trademark risk evaluation tool combining CompuMark trademark data and Darts-ip litigation records. Using 172.5 million trademark records across 188 jurisdictions and 5 million legal cases, RiskMark employs generative and predictive AI to assess similarity risks, aiding trademark professionals in strategic decision-making and argument drafting. A closeup shot of a laboratory technician handling a medical device used for fertility treatments. François Neuville, Senior Vice President at Clarivate, stated: "Trademark professionals are under pressure to make critical decisions when creating and protecting brands. Beyond the administrative elements, it is essential to be able to craft arguments for trademark examiners or for litigation based on precedent and following clear legal principles. Our new tool will enable trademark professionals to do this with speed, ease, and confidence. Thanks to our gold-standard data we can empower IP professionals with trustworthy AI-driven insights to assess risk and accelerate drafting, positioning them for both immediate and long-term success." Clarivate is a global leader in transformative intelligence, providing data-driven insights, analytics, workflow solutions, and expert services across Academia & Government, Intellectual Property, and Life Sciences & Healthcare. While we acknowledge the potential of Clarivate Plc (NYSE:CLVT) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CLVT and that has 100x upside potential, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None.
Yahoo
19-05-2025
- Business
- Yahoo
Clarivate Launches AI-based RiskMark to Accelerate Trademark Conflict Assessments
New AI-based solution empowers trademark professionals to evaluate trademark risk and generate evidence-backed arguments with speed, ease, and confidence LONDON, May 19, 2025 /CNW/ -- Clarivate Plc (NYSE:CLVT), a leading global provider of transformative intelligence, today announced the launch of RiskMark, an AI-powered solution combining global CompuMark trademark data and Darts-ip litigation data to evaluate trademark risk. Leveraging 172.5 million trademark records spanning 188 jurisdictions and over 5 million global court and administrative records, RiskMark combines generative and predictive AI to transform the process of assessing similarity risk based on relevant evidence. This enables trademark professionals to make strategic decisions and craft arguments with greater speed and confidence. The solution generates near-instant results on visual, phonetic, connotation, and goods and services relatedness to accelerate informed decision-making. RiskMark also assists customers in argument drafting. With AI-generated arguments, RiskMark provides a strong starting point for drafting opposition responses grounded in legal principles and can help identify insights into potential arguments from opponents. François Neuville, Senior Vice President, Brand IP, Clarivate, said: "Trademark professionals are under pressure to make critical decisions when creating and protecting brands. Beyond the administrative elements, it is essential to be able to craft arguments for trademark examiners or for litigation based on precedent and following clear legal principles. Our new tool will enable trademark professionals to do this with speed, ease, and confidence. Thanks to our gold-standard data we can empower IP professionals with trustworthy AI-driven insights to assess risk and accelerate drafting, positioning them for both immediate and long-term success." To learn more, please visit About ClarivateClarivate is a leading global provider of transformative intelligence. We offer enriched data, insights & analytics, workflow solutions and expert services in the areas of Academia & Government, Intellectual Property and Life Sciences & Healthcare. For more information, please visit Media contact:Sofia Nogués, Sr. External Communications Managernewsroom@ View original content to download multimedia: SOURCE Clarivate Plc View original content to download multimedia: Sign in to access your portfolio
Yahoo
19-05-2025
- Business
- Yahoo
Clarivate Launches AI-based RiskMark to Accelerate Trademark Conflict Assessments
New AI-based solution empowers trademark professionals to evaluate trademark risk and generate evidence-backed arguments with speed, ease, and confidence LONDON, May 19, 2025 /CNW/ -- Clarivate Plc (NYSE:CLVT), a leading global provider of transformative intelligence, today announced the launch of RiskMark, an AI-powered solution combining global CompuMark trademark data and Darts-ip litigation data to evaluate trademark risk. Leveraging 172.5 million trademark records spanning 188 jurisdictions and over 5 million global court and administrative records, RiskMark combines generative and predictive AI to transform the process of assessing similarity risk based on relevant evidence. This enables trademark professionals to make strategic decisions and craft arguments with greater speed and confidence. The solution generates near-instant results on visual, phonetic, connotation, and goods and services relatedness to accelerate informed decision-making. RiskMark also assists customers in argument drafting. With AI-generated arguments, RiskMark provides a strong starting point for drafting opposition responses grounded in legal principles and can help identify insights into potential arguments from opponents. François Neuville, Senior Vice President, Brand IP, Clarivate, said: "Trademark professionals are under pressure to make critical decisions when creating and protecting brands. Beyond the administrative elements, it is essential to be able to craft arguments for trademark examiners or for litigation based on precedent and following clear legal principles. Our new tool will enable trademark professionals to do this with speed, ease, and confidence. Thanks to our gold-standard data we can empower IP professionals with trustworthy AI-driven insights to assess risk and accelerate drafting, positioning them for both immediate and long-term success." To learn more, please visit About ClarivateClarivate is a leading global provider of transformative intelligence. We offer enriched data, insights & analytics, workflow solutions and expert services in the areas of Academia & Government, Intellectual Property and Life Sciences & Healthcare. For more information, please visit Media contact:Sofia Nogués, Sr. External Communications Managernewsroom@ View original content to download multimedia: SOURCE Clarivate Plc View original content to download multimedia: Sign in to access your portfolio
Cision Canada
19-05-2025
- Business
- Cision Canada
Clarivate Launches AI-based RiskMark to Accelerate Trademark Conflict Assessments
New AI-based solution empowers trademark professionals to evaluate trademark risk and generate evidence-backed arguments with speed, ease, and confidence LONDON, May 19, 2025 /CNW/ -- Clarivate Plc (NYSE:CLVT), a leading global provider of transformative intelligence, today announced the launch of RiskMark, an AI-powered solution combining global CompuMark trademark data and Darts-ip litigation data to evaluate trademark risk. Leveraging 172.5 million trademark records spanning 188 jurisdictions and over 5 million global court and administrative records, RiskMark combines generative and predictive AI to transform the process of assessing similarity risk based on relevant evidence. This enables trademark professionals to make strategic decisions and craft arguments with greater speed and confidence. The solution generates near-instant results on visual, phonetic, connotation, and goods and services relatedness to accelerate informed decision-making. RiskMark also assists customers in argument drafting. With AI-generated arguments, RiskMark provides a strong starting point for drafting opposition responses grounded in legal principles and can help identify insights into potential arguments from opponents. François Neuville, Senior Vice President, Brand IP, Clarivate, said: "Trademark professionals are under pressure to make critical decisions when creating and protecting brands. Beyond the administrative elements, it is essential to be able to craft arguments for trademark examiners or for litigation based on precedent and following clear legal principles. Our new tool will enable trademark professionals to do this with speed, ease, and confidence. Thanks to our gold-standard data we can empower IP professionals with trustworthy AI-driven insights to assess risk and accelerate drafting, positioning them for both immediate and long-term success."
