vs
Side-by-side financial comparison of CLARIVATE PLC (CLVT) and M/I HOMES, INC. (MHO). Click either name above to swap in a different company.
M/I HOMES, INC. is the larger business by last-quarter revenue ($1.1B vs $585.5M, roughly 2.0× CLARIVATE PLC). M/I HOMES, INC. runs the higher net margin — 5.6% vs -6.9%, a 12.4% gap on every dollar of revenue. On growth, CLARIVATE PLC posted the faster year-over-year revenue change (-1.4% vs -4.8%). CLARIVATE PLC produced more free cash flow last quarter ($78.9M vs $-13.0M). Over the past eight quarters, M/I HOMES, INC.'s revenue compounded faster (4.7% CAGR vs -5.1%).
Clarivate Plc is a British-American publicly traded analytics company that operates a collection of subscription-based services, in the areas of bibliometrics and scientometrics; business and market intelligence, and competitive profiling for pharmacy and biotech, patents, and regulatory compliance; trademark protection, and domain and brand protection. Clarivate calculates the impact factor of scientific journals, using data from its Web of Science product family, that also includes services...
M/I Homes, Inc. is a leading U.S. residential construction company that designs, builds and sells single-family homes, townhomes and duplexes across multiple U.S. states. It caters to entry-level, move-up and luxury homebuyers, offering energy-efficient designs, flexible floor plans and personalized customization options.
CLVT vs MHO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $585.5M | $1.1B |
| Net Profit | $-40.2M | $64.0M |
| Gross Margin | 67.2% | 17.4% |
| Operating Margin | 5.2% | 6.5% |
| Net Margin | -6.9% | 5.6% |
| Revenue YoY | -1.4% | -4.8% |
| Net Profit YoY | 61.3% | -52.1% |
| EPS (diluted) | $-0.06 | $2.42 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | $1.1B | ||
| Q3 25 | $623.1M | $1.1B | ||
| Q2 25 | $621.4M | $1.2B | ||
| Q1 25 | $593.7M | $976.1M | ||
| Q4 24 | $663.0M | $1.2B | ||
| Q3 24 | $622.2M | $1.1B | ||
| Q2 24 | $650.3M | $1.1B |
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | $64.0M | ||
| Q3 25 | $-28.3M | $106.5M | ||
| Q2 25 | $-72.0M | $121.2M | ||
| Q1 25 | $-103.9M | $111.2M | ||
| Q4 24 | $-191.8M | $133.5M | ||
| Q3 24 | $-65.6M | $145.4M | ||
| Q2 24 | $-304.3M | $146.7M |
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | 17.4% | ||
| Q3 25 | 65.0% | 24.5% | ||
| Q2 25 | 67.2% | 24.7% | ||
| Q1 25 | 65.1% | 25.9% | ||
| Q4 24 | 65.7% | 24.6% | ||
| Q3 24 | 66.2% | 27.1% | ||
| Q2 24 | 67.2% | 27.9% |
| Q1 26 | 5.2% | — | ||
| Q4 25 | 6.7% | 6.5% | ||
| Q3 25 | 7.1% | 12.0% | ||
| Q2 25 | 1.1% | 13.4% | ||
| Q1 25 | -3.5% | 14.4% | ||
| Q4 24 | -9.4% | 13.6% | ||
| Q3 24 | 3.5% | 15.9% | ||
| Q2 24 | -36.9% | 16.8% |
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | 5.6% | ||
| Q3 25 | -4.5% | 9.4% | ||
| Q2 25 | -11.6% | 10.4% | ||
| Q1 25 | -17.5% | 11.4% | ||
| Q4 24 | -28.9% | 11.1% | ||
| Q3 24 | -10.5% | 12.7% | ||
| Q2 24 | -46.8% | 13.2% |
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | $2.42 | ||
| Q3 25 | $-0.04 | $3.92 | ||
| Q2 25 | $-0.11 | $4.42 | ||
| Q1 25 | $-0.15 | $3.98 | ||
| Q4 24 | $-0.27 | $4.71 | ||
| Q3 24 | $-0.09 | $5.10 | ||
| Q2 24 | $-0.46 | $5.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | $4.3B | — |
| Stockholders' EquityBook value | $4.8B | $3.2B |
| Total Assets | $10.9B | $4.8B |
| Debt / EquityLower = less leverage | 0.89× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | — | ||
| Q3 25 | $318.7M | — | ||
| Q2 25 | $362.6M | — | ||
| Q1 25 | $354.0M | — | ||
| Q4 24 | $295.2M | — | ||
| Q3 24 | $388.5M | — | ||
| Q2 24 | $376.4M | — |
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.5B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.6B | — |
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | $3.2B | ||
| Q3 25 | $4.9B | $3.1B | ||
| Q2 25 | $5.0B | $3.1B | ||
| Q1 25 | $5.0B | $3.0B | ||
| Q4 24 | $5.1B | $2.9B | ||
| Q3 24 | $5.5B | $2.8B | ||
| Q2 24 | $5.6B | $2.7B |
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | $4.8B | ||
| Q3 25 | $11.2B | $4.8B | ||
| Q2 25 | $11.4B | $4.7B | ||
| Q1 25 | $11.5B | $4.6B | ||
| Q4 24 | $11.5B | $4.5B | ||
| Q3 24 | $12.0B | $4.5B | ||
| Q2 24 | $12.1B | $4.3B |
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | — | ||
| Q3 25 | 0.90× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.83× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $134.7M | $-8.7M |
| Free Cash FlowOCF − Capex | $78.9M | $-13.0M |
| FCF MarginFCF / Revenue | 13.5% | -1.1% |
| Capex IntensityCapex / Revenue | 9.5% | 0.4% |
| Cash ConversionOCF / Net Profit | — | -0.14× |
| TTM Free Cash FlowTrailing 4 quarters | $333.9M | $127.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | $-8.7M | ||
| Q3 25 | $181.1M | $43.4M | ||
| Q2 25 | $116.3M | $37.8M | ||
| Q1 25 | $171.2M | $64.9M | ||
| Q4 24 | $141.3M | $104.4M | ||
| Q3 24 | $202.9M | $-67.9M | ||
| Q2 24 | $126.2M | $27.5M |
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | $-13.0M | ||
| Q3 25 | $115.5M | $42.0M | ||
| Q2 25 | $50.3M | $35.1M | ||
| Q1 25 | $110.3M | $63.5M | ||
| Q4 24 | $59.1M | $102.3M | ||
| Q3 24 | $126.3M | $-68.5M | ||
| Q2 24 | $60.3M | $22.0M |
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | -1.1% | ||
| Q3 25 | 18.5% | 3.7% | ||
| Q2 25 | 8.1% | 3.0% | ||
| Q1 25 | 18.6% | 6.5% | ||
| Q4 24 | 8.9% | 8.5% | ||
| Q3 24 | 20.3% | -6.0% | ||
| Q2 24 | 9.3% | 2.0% |
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | 0.4% | ||
| Q3 25 | 10.5% | 0.1% | ||
| Q2 25 | 10.6% | 0.2% | ||
| Q1 25 | 10.3% | 0.1% | ||
| Q4 24 | 12.4% | 0.2% | ||
| Q3 24 | 12.3% | 0.1% | ||
| Q2 24 | 10.1% | 0.5% |
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | -0.14× | ||
| Q3 25 | — | 0.41× | ||
| Q2 25 | — | 0.31× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.78× | ||
| Q3 24 | — | -0.47× | ||
| Q2 24 | — | 0.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
