Reviewing Clarivate (NYSE:CCC) and GoodRx (NASDAQ:GDRX)

Clarivate (NYSE:CCC) and GoodRx (NASDAQ:GDRX) are both large-cap computer and technology companies, but which is the better business? We will compare the two companies based on the strength of their dividends, analyst recommendations, valuation, profitability, earnings, institutional ownership and risk.

Earnings and Valuation

This table compares Clarivate and GoodRx’s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Clarivate $974.34 million 19.11 -$210.98 million $0.35 87.80
GoodRx $388.22 million 41.99 $66.05 million N/A N/A

GoodRx has lower revenue, but higher earnings than Clarivate.

Analyst Recommendations

This is a breakdown of recent ratings for Clarivate and GoodRx, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Clarivate 0 1 6 0 2.86
GoodRx 1 6 6 0 2.38

Clarivate presently has a consensus target price of $32.00, indicating a potential upside of 4.13%. GoodRx has a consensus target price of $50.54, indicating a potential upside of 20.99%. Given GoodRx’s higher possible upside, analysts clearly believe GoodRx is more favorable than Clarivate.

Profitability

This table compares Clarivate and GoodRx’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Clarivate -18.75% 7.92% 3.39%
GoodRx N/A N/A N/A

Insider and Institutional Ownership

42.8% of Clarivate shares are owned by institutional investors. Comparatively, 13.2% of GoodRx shares are owned by institutional investors. 2.3% of Clarivate shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Clarivate beats GoodRx on 6 of the 10 factors compared between the two stocks.

About Clarivate

Clarivate Plc, an information services and analytics company, provides structured information and analytics for discovery, protection, and commercialization of scientific research, innovations, and brands. It offers Web of Science products and services, such as Web of Science, InCites, Journal Citation Reports, EndNote, ScholarOne, Converis, Publons, and Kopernio to organizations that plan, fund, implement, and utilize research; and Life Sciences products, including Cortellis and Newport Integrity for pharmaceutical and biotechnology companies to support research, market intelligence, and competitive monitoring in connection with the development and commercialization of new drugs. The company also provides Derwent products, which include Derwent Innovation, Techstreet, and IP Professional Services that enables its customers to evaluate the novelty of potential new products, confirm freedom to operate with respect to their product design, help them secure patent protection, assess the competitive technology landscape, and ensure that their products comply with required industry standards; CompuMark products, such as trademark screening, searching, and watching products and services for businesses and law firms; and MarkMonitor products, which helps enterprises to establish, manage, optimize, and protect their online presence. It serves government and academic institutions, life science companies, and research and development corporations in the Americas, the Middle East, Africa, Europe, and the Asia Pacific. The company was formerly known as Clarivate Analytics Plc and changed its name to Clarivate Plc in May 2020. Clarivate Plc is headquartered in London, the United Kingdom.

About GoodRx

GoodRx Holdings, Inc. is a holding company. The company, through its subsidiaries, owns and operates a prescription drug price comparison platform using data from local and mail-order pharmacies in the United States. It also provides pharmacy coupons to customers. The company offers generic and brand name pricing; alerts clients on manufacturer co-pay cards, pharmacy discounts, and state discount programs; and provides tips on slashing drug prices. It provides prices of drugs in areas of alcohol dependence, allergies, cold, Alzheimer's disease, angina, antibiotics, anticoagulant, antiviral, antiplatelet, anxiety, arrhythmia, arrhythmia, asthma, bipolar disorder, birth control, cancer, cerebral hemorrhage, cholesterol, COPD, depression, dermatology, diabetes, ear, enlarged prostate, epilepsy, eye, fertility, fibromyalgia, flu, gastrointestinal, heart failure, hypertension, hypotension, immune system, insomnia, medical supplies, men's health, mental health, migraine, myasthenia gravis, nausea, nervous system, obesity, obsessive-compulsive disorder, opioid dependence, pain relief, arthritis, panic disorder, Parkinson's disease, PMDD, restless leg syndrome, schizophrenia, seizure, sleep aids, smoking and addiction, smoking cessation, thyroid drugs, Tourette syndrome, trazodone, urology, vaccines, and women's health. GoodRx Holdings, Inc. was incorporated in 2015 and is based in Santa Monica, California.

Receive News & Ratings for Clarivate Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Clarivate and related companies with MarketBeat.com's FREE daily email newsletter.