Clarivate: Organic Growth To Drive EBITDA Expansion
Summary
- Clarivate has a strong business model with high barriers to entry, including high pricing power and excellent top-line visibility due to its recurring revenue model and high customer retention rates.
- CLVT has set new medium-term financial goals focused on accelerating organic revenue growth through investments in content and technology, with a target of growing organic revenue by around 6%.
- Margin expansion will be achieved through organic measures rather than previous strategies of M&A and cost optimization.
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