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Clear Secure, Inc.NYSE:YOU Stock Report

Market Cap US$4.5b
Share Price
US$33.53
My Fair Value
US$34
1.4% undervalued intrinsic discount
1Y18.6%
7D4.7%
Portfolio Value
View

Clear Secure, Inc.

NYSE:YOU Stock Report

Market Cap: US$4.5b

YOU Community Fair Values

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US$50.00
FV
32.9% undervalued intrinsic discount
15.18%
Revenue growth p.a.
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3users have followed this narrative
10 months ago author updated this narrative

Clear Secure, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Clear Secure
Historical stock prices
Current Share PriceUS$33.53
52 Week HighUS$38.88
52 Week LowUS$21.67
Beta1.23
1 Month Change10.41%
3 Month Change35.58%
1 Year Change18.61%
3 Year Change21.71%
5 Year Changen/a
Change since IPO-16.18%

Recent News & Updates

Recent updates

Clear Secure: Ingredients Of A Textbook Short Squeeze

Jul 10

Benign Growth For Clear Secure, Inc. (NYSE:YOU) Underpins Its Share Price

Jul 04
Benign Growth For Clear Secure, Inc. (NYSE:YOU) Underpins Its Share Price

Clear Secure: CLEAR1 Is The Hidden Catalyst Investors Are Overlooking

Apr 30

Clear Secure: Strong Competitive Moat And Visible Growth Catalysts

Apr 23

Clear Secure (NYSE:YOU) Knows How To Allocate Capital Effectively

Apr 22
Clear Secure (NYSE:YOU) Knows How To Allocate Capital Effectively

Clear Secure, Inc.'s (NYSE:YOU) Low P/E No Reason For Excitement

Mar 27
Clear Secure, Inc.'s (NYSE:YOU) Low P/E No Reason For Excitement

Analyzing Clear Secure's Latest Quarterly Report, Here's Why I Rate It A Buy

Mar 12

Clear Secure: Is This Identity Verification Company At An Inflection Point?

Feb 26

What Is Clear Secure, Inc.'s (NYSE:YOU) Share Price Doing?

Jan 29
What Is Clear Secure, Inc.'s (NYSE:YOU) Share Price Doing?
author-image

Strong potential through partnerships, international expansion and wider application of biometrics

Clear Secure (YOU) has strong potential for future growth, particularly if it successfully diversifies its offerings and expands its digital identity services beyond airports.
author-image

Strong potential for Clear Secure through partnerships and wider application of biometrics

Clear Secure (YOU) has strong potential for future growth, particularly if it successfully diversifies its offerings and expands its digital identity services beyond airports.

Clear Secure: A Bullish Case Amid Market Doubt

Jan 26
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YOU Market Outlook

TSA PreCheck (Transportation Security Administration):A government-operated trusted traveler program that competes directly with Clear Secure in the airport security space.TSA PreCheck offers a lower-

Clear Secure: Clearly Mixed Sentiment, Though Remaining Bullish

Dec 31

Clear Secure, Inc. (NYSE:YOU) Not Doing Enough For Some Investors As Its Shares Slump 26%

Nov 25
Clear Secure, Inc. (NYSE:YOU) Not Doing Enough For Some Investors As Its Shares Slump 26%

Clear Secure: Long-Term Growth Limited By Potentially Unstable Business Model

Nov 25

Clear Secure (NYSE:YOU) Is Achieving High Returns On Its Capital

Nov 22
Clear Secure (NYSE:YOU) Is Achieving High Returns On Its Capital

Clear Secure: Did The Market Overreact To Q3 Earnings?

Nov 09

Why Clear Secure, Inc. (NYSE:YOU) Could Be Worth Watching

Sep 27
Why Clear Secure, Inc. (NYSE:YOU) Could Be Worth Watching

Clear Secure: Q2 Earnings Reaffirm Bullish Thesis

Sep 11
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Innovative Airport Technologies And Member Perks Set To Skyrocket Revenue And Member Satisfaction

Implementation of facial recognition and lane technologies aims to improve efficiency and member experience, potentially driving increased revenue through higher membership.

Clear Secure Gains: Biometric Growth Drives Q2 Success

Aug 26

Clear Secure: High Potential 2024 FCF Yield, Impressive Earnings Growth, But I Remain Neutral

Jun 11

Clear Secure, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

May 11
Clear Secure, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Wall Street Lunch: California Bill Takes Aim At Clear Secure

Apr 23

Clear Secure: Strong Growth And Prudent Financial Management

Apr 05

Clear Secure (NYSE:YOU) Is Doing The Right Things To Multiply Its Share Price

Mar 15
Clear Secure (NYSE:YOU) Is Doing The Right Things To Multiply Its Share Price

Clear Secure: Great Earnings Potential, But A High Price

Jan 30

What Does Clear Secure, Inc.'s (NYSE:YOU) Share Price Indicate?

Jan 04
What Does Clear Secure, Inc.'s (NYSE:YOU) Share Price Indicate?

The Market Lifts Clear Secure, Inc. (NYSE:YOU) Shares 30% But It Can Do More

Nov 30
The Market Lifts Clear Secure, Inc. (NYSE:YOU) Shares 30% But It Can Do More

Clear Secure Grows Profits As Travel Spending Slows

Nov 17

Shareholder Returns

YOUUS SoftwareUS Market
7D4.7%-0.5%1.0%
1Y18.6%29.0%17.0%

Return vs Industry: YOU underperformed the US Software industry which returned 29% over the past year.

Return vs Market: YOU exceeded the US Market which returned 17% over the past year.

Price Volatility

Is YOU's price volatile compared to industry and market?
YOU volatility
YOU Average Weekly Movement4.8%
Software Industry Average Movement7.9%
Market Average Movement6.4%
10% most volatile stocks in US Market17.2%
10% least volatile stocks in US Market3.0%

Stable Share Price: YOU has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: YOU's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20104,022Caryn Seidman-Beckerwww.clearme.com

Clear Secure, Inc. operates a secure identity platform under the CLEAR brand name primarily in the United States. Its secure identity platform, a multi-layered infrastructure consisting of front-end, including enrollment, verification, and linking, as well as back-end. The company also offers CLEAR Plus, a consumer aviation subscription service, which enables access to predictable entry lanes in airport security checkpoints, as well as access to broader network; and CLEAR mobile app, which is used to enroll new members and improve the experience for existing members.

Clear Secure, Inc. Fundamentals Summary

How do Clear Secure's earnings and revenue compare to its market cap?
YOU fundamental statistics
Market capUS$4.51b
Earnings (TTM)US$176.88m
Revenue (TTM)US$835.53m
18.2x
P/E Ratio
3.8x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
YOU income statement (TTM)
RevenueUS$835.53m
Cost of RevenueUS$309.43m
Gross ProfitUS$526.10m
Other ExpensesUS$349.23m
EarningsUS$176.88m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)1.84
Gross Margin62.97%
Net Profit Margin21.17%
Debt/Equity Ratio0%

How did YOU perform over the long term?

See historical performance and comparison

Dividends

2.3%
Current Dividend Yield
25%
Payout Ratio

Does YOU pay a reliable dividends?

See YOU dividend history and benchmarks
When do you need to buy YOU by to receive an upcoming dividend?
Clear Secure dividend dates
Ex Dividend DateSep 10 2025
Dividend Pay DateSep 17 2025
Days until Ex dividend23 days
Days until Dividend pay date30 days

Does YOU pay a reliable dividends?

See YOU dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/08/17 20:22
End of Day Share Price 2025/08/15 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Clear Secure, Inc. is covered by 12 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Benjamin MillerGoldman Sachs
Cory CarpenterJ.P. Morgan