BigBear.ai Holdings, Inc. (BBAI) vs Clarivate PLC (CLVT)

BigBear.ai Holdings, Inc. and Clarivate PLC are both Information Technology Services companies. BigBear.ai Holdings, Inc. is the larger, with a market value of $1.4B against $1.2B — 1.2× the size. Clarivate PLC grew revenue faster over the last twelve months: −3.50% against −13.7%. Clarivate PLC has the higher net margin (−13.8% vs −65.2%) and the higher return on invested capital (−0.62% vs −21.3%). Across the 18 metrics below, Clarivate PLC leads on 14 and BigBear.ai Holdings, Inc. on 4.

Valuation

Metric BBAI CLVT Information Technology Services median
P/E n/m n/m 14.63
P/S 10.19 0.47 1.13
P/B 1.74 0.25 2.10
Price to free cash flow n/m 3.54 10.11
EV/EBITDA n/m 5.78 8.56
EV/Sales 7.79 2.13 1.20
Earnings yield (6.20%) (29.21%) 4.56%
Free cash flow yield (5.50%) 28.26% 4.37%

Profitability

Metric BBAI CLVT Information Technology Services median
Gross margin 27.92% 66.82% 31.05%
Operating margin (117.91%) (3.51%) 3.30%
Net margin (65.20%) (13.84%) 2.09%
Free cash flow margin (56.10%) 13.58% 0.00%
Return on equity (16.55%) (7.01%) 4.12%
Return on assets (11.91%) (3.05%) 0.61%
Return on invested capital (21.34%) (0.62%) 0.57%

Growth

Metric BBAI CLVT Information Technology Services median
Revenue growth (TTM) (13.72%) (3.50%) 7.12%
EPS growth (last fiscal year) 25.45% 68.75% —
Revenue growth, 5-year CAGR 6.93% 14.38% 7.71%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BBAI CLVT Information Technology Services median
Debt to equity 0.01 0.93 0.45
Current ratio 5.67 0.85 1.66
Net debt to EBITDA 1.65 4.94 0.44

Dividend

Metric BBAI CLVT Information Technology Services median
Dividend yield — — 1.21%
Payout ratio 0.00 0.00 0.00

Size

Metric BBAI CLVT Information Technology Services median
Market cap 1.36b 1.18b 1.36b

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