Clarivate Plc Preferred Stock Performance
| CLVT-PA Preferred Stock | USD 25.16 1.54 6.52% |
The firm shows a Beta (market volatility) of 1.69, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Clarivate Plc will likely underperform. Clarivate Plc has an expected return of -0.53%. Please make sure to confirm Clarivate Plc market risk adjusted performance, coefficient of variation, information ratio, as well as the relationship between the mean deviation and standard deviation , to decide if Clarivate Plc performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Clarivate Plc has generated negative risk-adjusted returns adding no value to investors with long positions. Despite uncertain performance in the last few months, the Preferred Stock's basic indicators remain somewhat strong which may send shares a bit higher in June 2024. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return 6.53 | Five Day Return (0.75) | Year To Date Return (32.89) | Ten Year Return (74.79) | All Time Return (74.79) |
| Begin Period Cash Flow | 587.6 M |
Clarivate |
Clarivate Plc Relative Risk vs. Return Landscape
If you would invest 3,632 in Clarivate Plc on February 15, 2024 and sell it today you would lose (1,116) from holding Clarivate Plc or give up 30.73% of portfolio value over 90 days. Clarivate Plc is generating negative expected returns and assumes 3.4736% volatility on return distribution over the 90 days horizon. Simply put, 30% of preferred stocks are less volatile than Clarivate, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Clarivate Plc Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clarivate Plc's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Clarivate Plc, and traders can use it to determine the average amount a Clarivate Plc's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1517
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CLVT-PA |
Estimated Market Risk
| 3.47 actual daily | 30 70% of assets are more volatile |
Expected Return
| -0.53 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Clarivate Plc is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Clarivate Plc by adding Clarivate Plc to a well-diversified portfolio.
Clarivate Plc Fundamentals Growth
Clarivate Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Clarivate Plc, and Clarivate Plc fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Clarivate Preferred Stock performance.
| Return On Equity | -0.46 | ||||
| Return On Asset | 0.0098 | ||||
| Profit Margin | (1.60) % | ||||
| Operating Margin | 0.1 % | ||||
| Current Valuation | 27.12 B | ||||
| Revenue | 2.66 B | ||||
| EBITDA | 1.3 B | ||||
| Cash And Equivalents | 359.7 M | ||||
| Cash Per Share | 0.53 X | ||||
| Total Debt | 5.1 B | ||||
| Debt To Equity | 0.51 % | ||||
| Book Value Per Share | 8.20 X | ||||
| Cash Flow From Operations | 509.3 M | ||||
| Earnings Per Share | (0.51) X | ||||
| Total Asset | 13.94 B | ||||
| Retained Earnings | (5.66 B) | ||||
About Clarivate Plc Performance
To evaluate Clarivate Plc Preferred Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Clarivate Plc generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Clarivate Preferred Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Clarivate Plc market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Clarivate's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Clarivate Plc, an information services and analytics company, provides structured information and analytics for discovery, protection, and commercialization of scientific research, innovations, and brands. Clarivate Plc is headquartered in London, the United Kingdom. CLARIVATE PLC is traded on New York Stock Exchange in the United States.Things to note about Clarivate Plc performance evaluation
Checking the ongoing alerts about Clarivate Plc for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Clarivate Plc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Clarivate Plc generated a negative expected return over the last 90 days | |
| Clarivate Plc has high historical volatility and very poor performance | |
| Clarivate Plc has high likelihood to experience some financial distress in the next 2 years | |
| The company has accumulated 5.1 B in total debt with debt to equity ratio (D/E) of 0.51, which is about average as compared to similar companies. Clarivate Plc has a current ratio of 0.8, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Clarivate Plc until it has trouble settling it off, either with new capital or with free cash flow. So, Clarivate Plc's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Clarivate Plc sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Clarivate to invest in growth at high rates of return. When we think about Clarivate Plc's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the revenue of 2.66 B. Net Loss for the year was (3.96 B) with profit before overhead, payroll, taxes, and interest of 1.71 B. |
- Analyzing Clarivate Plc's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Clarivate Plc's stock is overvalued or undervalued compared to its peers.
- Examining Clarivate Plc's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Clarivate Plc's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clarivate Plc's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Clarivate Plc's preferred stock. These opinions can provide insight into Clarivate Plc's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Clarivate Plc. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. For information on how to trade Clarivate Preferred Stock refer to our How to Trade Clarivate Preferred Stock guide.You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Complementary Tools for Clarivate Preferred Stock analysis
When running Clarivate Plc's price analysis, check to measure Clarivate Plc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Clarivate Plc is operating at the current time. Most of Clarivate Plc's value examination focuses on studying past and present price action to predict the probability of Clarivate Plc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Clarivate Plc's price. Additionally, you may evaluate how the addition of Clarivate Plc to your portfolios can decrease your overall portfolio volatility.
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