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Clarivate (CLVT) Valuation Check After Nissan IPfolio Win, Drugs To Watch Release And Analyst Downgrade

Simply Wall St · 3d ago

Clarivate (CLVT) has been in focus after Nissan selected its IPfolio software and the company published its 2026 Drugs to Watch report. At the same time, a recent downgrade raised questions about growth and competitive pressures.

See our latest analysis for Clarivate.

Against the backdrop of Nissan’s IPfolio adoption and the latest Drugs to Watch publication, Clarivate’s recent share price returns show limited momentum. A 30-day share price return of 6.35% decline and a 1-year total shareholder return of 34.56% decline signal persistent pressure despite pockets of positive news.

If Clarivate’s mixed picture has you reconsidering your watchlist, it could be a good moment to look at fast growing stocks with high insider ownership for other potential ideas in the market.

With Clarivate trading at US$3.39, showing an intrinsic discount of about 42% and sitting below the average analyst price target, the key question is whether this gap indicates a potential opportunity or if markets are already accounting for future growth.

Most Popular Narrative: 28% Undervalued

With Clarivate last closing at US$3.39 and the most followed narrative pointing to fair value of about US$4.68, the gap comes down to a handful of key earnings and margin assumptions.

Rapid expansion and adoption of AI-driven product innovation across all segments (including new AI-powered analytics in Web of Science, Derwent, and Cortellis) enhances product differentiation and workflow integration, driving higher pricing, customer retention, and potentially expanding gross margins.

Read the complete narrative.

Want to see what kind of profit swing and future earnings multiple needs to line up for that valuation to work? The narrative leans heavily on a sharp margin turnaround, modest revenue expectations, and a future P/E that sits far above typical professional services peers. Curious how those numbers stack together to justify the gap to fair value?

Result: Fair Value of $4.68 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this hinges on higher education funding holding up, and on Clarivate staying ahead of fast moving AI rivals that could squeeze pricing and margins.

Find out about the key risks to this Clarivate narrative.

Build Your Own Clarivate Narrative

If you see the story differently or prefer to work from the raw numbers, you can quickly build a version that fits your view, starting with Do it your way.

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Clarivate.

Looking for more investment ideas?

If Clarivate is only one part of your watchlist, now is the time to broaden your options and line up a few fresh candidates to compare.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.