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Clear Secure Community
NYSE:YOU Community
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NateF
Community Contributor
YOU Market Outlook
Operates primarily in the biometric security and identity verification market, focusing on areas such as airport security, venue access, and membership-based identity solutions. Sector: Technology Industry: Software - Application, Travel, Biometric security, identity verification Market Capitalization: $3.8b (Mid Cap) Major Competitors: TSA PreCheck (Transportation Security Administration): A government-operated trusted traveler program that competes directly with Clear Secure in the airport security space.
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US$20.05
FV
79.7% overvalued
intrinsic discount
1.82%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
8 months ago
author updated this narrative
Clear Secure
BR
Brogers
Community Contributor
Strong potential through partnerships, international expansion and wider application of biometrics
Key Takeaways Clear Secure (YOU) has strong potential for future growth, particularly if it successfully diversifies its offerings and expands its digital identity services beyond airports. The company’s success hinges on its ability to scale internationally, as its current US-centric focus limits its addressable market.
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US$46.66
FV
22.8% undervalued
intrinsic discount
12.58%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
7 months ago
author updated this narrative
Clear Secure
DA
DailyInvestors
Community Contributor
A Technology Company on a whole different Level
Stock Market Company of the Month: "YOU " Clean Secure" has been making recent headlines from various Money Management Corporations. YOU in the past three months has reached over 80% gain.
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US$50.00
FV
27.9% undervalued
intrinsic discount
15.18%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
10 months ago
author updated this narrative
Clear Secure
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Biometric Expansion Will Improve Efficiency, But Leadership Changes May Introduce Risks
Key Takeaways Clear's NextGen Identity platform and automation partnerships enhance efficiency and market reach, leading to potential revenue growth and cost-saving benefits. Expansion into non-airport locations and pricing adjustments aim to boost revenue through wider market capture and improved member retention.
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US$34.00
FV
6.0% overvalued
intrinsic discount
9.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
119
users have followed this narrative
6 days ago
author updated this narrative
Clear Secure
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Regulatory Backlash Will Choke Digital Identity Markets
Key Takeaways Regulatory, privacy, and cybersecurity pressures will increase operational costs, hinder growth, and squeeze profit margins across core business lines. Shifting travel behaviors and competition from both private and government sectors threaten market size, partnership stability, and recurring revenues.
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US$25.00
FV
44.1% overvalued
intrinsic discount
7.94%
Revenue growth p.a.
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0
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0
users have commented on this narrative
1
users have followed this narrative
6 days ago
author updated this narrative
Clear Secure
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Contactless Biometrics And Digital Travel Will Expand Markets Despite Risks
Key Takeaways Accelerating adoption of CLEAR's technology and expansion into premium services and biometrics position the company for outsized margin and revenue growth in multiple markets. Rising security demands and global events will drive strong recurring revenues, as CLEAR's scalable platform gains traction beyond travel into healthcare, events, and hospitality.
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US$45.00
FV
19.9% undervalued
intrinsic discount
10.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
6 days ago
author updated this narrative
Your Valuation for
YOU
YOU
Clear Secure
Your Fair Value
US$
Current Price
US$36.03
46.4% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-52m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.3b
Earnings US$267.8m
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