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Side-by-side financial comparison of CLARIVATE PLC (CLVT) and Noble Corp plc (NE). Click either name above to swap in a different company.
Noble Corp plc is the larger business by last-quarter revenue ($764.4M vs $585.5M, roughly 1.3× CLARIVATE PLC). Noble Corp plc runs the higher net margin — 11.3% vs -6.9%, a 18.2% gap on every dollar of revenue. On growth, CLARIVATE PLC posted the faster year-over-year revenue change (-1.4% vs -17.6%). CLARIVATE PLC produced more free cash flow last quarter ($78.9M vs $35.4M). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% 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...
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
CLVT vs NE — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $585.5M | $764.4M |
| Net Profit | $-40.2M | $86.6M |
| Gross Margin | 67.2% | — |
| Operating Margin | 5.2% | 5.6% |
| Net Margin | -6.9% | 11.3% |
| Revenue YoY | -1.4% | -17.6% |
| Net Profit YoY | 61.3% | -10.4% |
| EPS (diluted) | $-0.06 | $0.54 |
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 | $764.4M | ||
| Q3 25 | $623.1M | $798.0M | ||
| Q2 25 | $621.4M | $848.7M | ||
| Q1 25 | $593.7M | $874.5M | ||
| Q4 24 | $663.0M | $927.3M | ||
| Q3 24 | $622.2M | $800.5M | ||
| Q2 24 | $650.3M | $692.8M |
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | $86.6M | ||
| Q3 25 | $-28.3M | $-21.1M | ||
| Q2 25 | $-72.0M | $42.9M | ||
| Q1 25 | $-103.9M | $108.3M | ||
| Q4 24 | $-191.8M | $96.6M | ||
| Q3 24 | $-65.6M | $61.2M | ||
| Q2 24 | $-304.3M | $195.0M |
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | — | ||
| Q3 25 | 65.0% | — | ||
| Q2 25 | 67.2% | — | ||
| Q1 25 | 65.1% | — | ||
| Q4 24 | 65.7% | — | ||
| Q3 24 | 66.2% | — | ||
| Q2 24 | 67.2% | — |
| Q1 26 | 5.2% | — | ||
| Q4 25 | 6.7% | 5.6% | ||
| Q3 25 | 7.1% | 6.3% | ||
| Q2 25 | 1.1% | 15.9% | ||
| Q1 25 | -3.5% | 21.4% | ||
| Q4 24 | -9.4% | 18.4% | ||
| Q3 24 | 3.5% | 14.4% | ||
| Q2 24 | -36.9% | 30.3% |
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | 11.3% | ||
| Q3 25 | -4.5% | -2.6% | ||
| Q2 25 | -11.6% | 5.1% | ||
| Q1 25 | -17.5% | 12.4% | ||
| Q4 24 | -28.9% | 10.4% | ||
| Q3 24 | -10.5% | 7.6% | ||
| Q2 24 | -46.8% | 28.1% |
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | $0.54 | ||
| Q3 25 | $-0.04 | $-0.13 | ||
| Q2 25 | $-0.11 | $0.27 | ||
| Q1 25 | $-0.15 | $0.67 | ||
| Q4 24 | $-0.27 | $0.56 | ||
| Q3 24 | $-0.09 | $0.40 | ||
| Q2 24 | $-0.46 | $1.34 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $471.4M |
| Total DebtLower is stronger | $4.3B | — |
| Stockholders' EquityBook value | $4.8B | $4.5B |
| Total Assets | $10.9B | $7.5B |
| Debt / EquityLower = less leverage | 0.89× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | $471.4M | ||
| Q3 25 | $318.7M | $477.9M | ||
| Q2 25 | $362.6M | $338.2M | ||
| Q1 25 | $354.0M | $303.8M | ||
| Q4 24 | $295.2M | $247.3M | ||
| Q3 24 | $388.5M | $391.9M | ||
| Q2 24 | $376.4M | $162.9M |
| 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 | $4.5B | ||
| Q3 25 | $4.9B | $4.5B | ||
| Q2 25 | $5.0B | $4.6B | ||
| Q1 25 | $5.0B | $4.7B | ||
| Q4 24 | $5.1B | $4.7B | ||
| Q3 24 | $5.5B | $4.7B | ||
| Q2 24 | $5.6B | $4.0B |
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | $7.5B | ||
| Q3 25 | $11.2B | $7.6B | ||
| Q2 25 | $11.4B | $7.7B | ||
| Q1 25 | $11.5B | $7.9B | ||
| Q4 24 | $11.5B | $8.0B | ||
| Q3 24 | $12.0B | $8.0B | ||
| Q2 24 | $12.1B | $5.6B |
| 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 | $187.1M |
| Free Cash FlowOCF − Capex | $78.9M | $35.4M |
| FCF MarginFCF / Revenue | 13.5% | 4.6% |
| Capex IntensityCapex / Revenue | 9.5% | 19.9% |
| Cash ConversionOCF / Net Profit | — | 2.16× |
| TTM Free Cash FlowTrailing 4 quarters | $333.9M | $432.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | $187.1M | ||
| Q3 25 | $181.1M | $277.1M | ||
| Q2 25 | $116.3M | $216.4M | ||
| Q1 25 | $171.2M | $271.1M | ||
| Q4 24 | $141.3M | $136.2M | ||
| Q3 24 | $202.9M | $283.8M | ||
| Q2 24 | $126.2M | $106.8M |
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | $35.4M | ||
| Q3 25 | $115.5M | $139.5M | ||
| Q2 25 | $50.3M | $99.8M | ||
| Q1 25 | $110.3M | $157.5M | ||
| Q4 24 | $59.1M | $-4.4M | ||
| Q3 24 | $126.3M | $156.8M | ||
| Q2 24 | $60.3M | $-34.3M |
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | 4.6% | ||
| Q3 25 | 18.5% | 17.5% | ||
| Q2 25 | 8.1% | 11.8% | ||
| Q1 25 | 18.6% | 18.0% | ||
| Q4 24 | 8.9% | -0.5% | ||
| Q3 24 | 20.3% | 19.6% | ||
| Q2 24 | 9.3% | -4.9% |
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | 19.9% | ||
| Q3 25 | 10.5% | 17.3% | ||
| Q2 25 | 10.6% | 13.7% | ||
| Q1 25 | 10.3% | 13.0% | ||
| Q4 24 | 12.4% | 15.2% | ||
| Q3 24 | 12.3% | 15.9% | ||
| Q2 24 | 10.1% | 20.4% |
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | 2.16× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 5.05× | ||
| Q1 25 | — | 2.50× | ||
| Q4 24 | — | 1.41× | ||
| Q3 24 | — | 4.64× | ||
| Q2 24 | — | 0.55× |
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% |
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
