Clarivate PLC (CLVT) vs WhiteFiber, Inc. (WYFI)

Clarivate PLC and WhiteFiber, Inc. are both Information Technology Services companies. Clarivate PLC is the larger, with a market value of $1.2B against $796.4M — 1.5× the size. WhiteFiber, Inc. grew revenue faster over the last twelve months: 56.7% against −3.50%. Clarivate PLC has the higher net margin (−13.8% vs −46.9%) and the higher return on invested capital (−0.62% vs −4.31%). Across the 17 metrics below, Clarivate PLC leads on 14 and WhiteFiber, Inc. on 3.

Valuation

Metric CLVT WYFI Information Technology Services median
P/E n/m n/m 14.63
P/S 0.47 8.03 1.13
P/B 0.25 2.25 2.10
Price to free cash flow 3.54 n/m 10.11
EV/EBITDA 5.78 n/m 8.56
EV/Sales 2.13 10.60 1.20
Earnings yield (29.21%) (6.17%) 4.56%
Free cash flow yield 28.26% (41.30%) 4.37%

Profitability

Metric CLVT WYFI Information Technology Services median
Gross margin 66.82% 61.24% 31.05%
Operating margin (3.51%) (42.31%) 3.30%
Net margin (13.84%) (46.88%) 2.09%
Free cash flow margin 13.58% (331.57%) 0.00%
Return on equity (7.01%) (13.73%) 4.12%
Return on assets (3.05%) (6.99%) 0.61%
Return on invested capital (0.62%) (4.31%) 0.57%

Growth

Metric CLVT WYFI Information Technology Services median
Revenue growth (TTM) (3.50%) 56.71% 7.12%
EPS growth (last fiscal year) 68.75% (1,638.46%) —
Revenue growth, 5-year CAGR 14.38% — 7.71%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric CLVT WYFI Information Technology Services median
Debt to equity 0.93 0.91 0.45
Current ratio 0.85 0.79 1.66
Net debt to EBITDA 4.94 36.26 0.44

Dividend

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

Size

Metric CLVT WYFI Information Technology Services median
Market cap 1.18b 796.38m 1.36b

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