Critical Review: Clarivate (NYSE:CLVT) & Global Blue Group (NYSE:GB)

Clarivate (NYSE:CLVTGet Free Report) and Global Blue Group (NYSE:GBGet Free Report) are both computer and technology companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, institutional ownership, risk, earnings, profitability, valuation and analyst recommendations.

Insider & Institutional Ownership

85.7% of Clarivate shares are owned by institutional investors. Comparatively, 89.7% of Global Blue Group shares are owned by institutional investors. 22.8% of Clarivate shares are owned by company insiders. Comparatively, 5.2% of Global Blue Group shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Analyst Ratings

This is a summary of recent ratings and recommmendations for Clarivate and Global Blue Group, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Clarivate 1 3 2 0 2.17
Global Blue Group 0 0 1 0 3.00

Clarivate currently has a consensus price target of $7.10, indicating a potential upside of 40.32%. Global Blue Group has a consensus price target of $6.00, indicating a potential downside of 7.26%. Given Clarivate’s higher possible upside, research analysts clearly believe Clarivate is more favorable than Global Blue Group.

Profitability

This table compares Clarivate and Global Blue Group’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Clarivate -50.00% 9.69% 3.97%
Global Blue Group 10.29% 44.01% 3.34%

Earnings and Valuation

This table compares Clarivate and Global Blue Group”s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Clarivate $2.63 billion 1.37 -$911.20 million ($1.99) -2.54
Global Blue Group $458.29 million 2.82 $15.12 million $0.21 30.81

Global Blue Group has lower revenue, but higher earnings than Clarivate. Clarivate is trading at a lower price-to-earnings ratio than Global Blue Group, indicating that it is currently the more affordable of the two stocks.

Risk and Volatility

Clarivate has a beta of 1.17, suggesting that its share price is 17% more volatile than the S&P 500. Comparatively, Global Blue Group has a beta of 0.41, suggesting that its share price is 59% less volatile than the S&P 500.

Summary

Global Blue Group beats Clarivate on 8 of the 14 factors compared between the two stocks.

About Clarivate

(Get Free Report)

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.

About Global Blue Group

(Get Free Report)

Global Blue Group Holding AG, together with its subsidiaries, provides technology-enabled transaction processing services for merchants, banks, acquirers, governments, and travelers in Europe, the Asia Pacific, and internationally. The company operates in three segments: Tax Free Shopping Technology Solutions (TFSS), Added-Value Payment Solutions (AVPS), and Retail Tech Solutions (RTS). It offers TFSS, a value added tax (VAT) refund service that allows eligible shoppers to reclaim VAT on goods purchased outside of their home country; and intelligence and marketing services. The company also provides AVPS, a service which enables customers to pay in their choice of preferred currency, home or destination, and at the point of sale (POS) when shopping outside of their home country under the Dynamic Currency Choice and Currency Select brands. In addition, it offers currency conversion services for POS, e-commerce return solutions, dynamic currency conversion (DCC) services, and DCC services at ATMs, as well as multi-currency processing services for online retailers. Further, the company provides ZigZag, a technology platform that fully digitalizes the eCommerce returns experience and enhances the process for both retailers and consumers; Yocuda that enables retailers to send digital receipts to their customers; and ShipUp, a post-purchase engagement solution for online purchases enabling brands to deliver seamless, proactive, and branded post-purchase communication. Global Blue Group Holding AG was founded in 1980 and is headquartered in Wangen-Brüttisellen, Switzerland.

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