Clear Secure（YOU）株式概要
Clear Secure, Inc.は、主に米国でCLEARのブランド名で安全なIDプラットフォームを運営している。 詳細
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Clear Secure, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$43.17 |
| 52週高値 | US$69.07 |
| 52週安値 | US$29.44 |
| ベータ | 1.02 |
| 1ヶ月の変化 | -15.70% |
| 3ヶ月変化 | -15.35% |
| 1年変化 | 18.96% |
| 3年間の変化 | 104.60% |
| 5年間の変化 | -2.66% |
| IPOからの変化 | 7.93% |
最新ニュース
Seeking Alpha • Sep 02
Clear Secure: Beginning To Flex Its Pricing Power
Summary Clear Secure offers a compelling non-AI growth narrative, with strong Q2 results and a recent pullback creating an attractive entry point. YOU posted 27% y/y revenue growth, accelerating membership expansion, and robust pricing power, with 15% y/y CLEAR+ member growth to 8.33 million. Operating leverage is materializing: direct labor costs fell 450bps and adjusted EBITDA margin rose 900bps to 34.6%, with 71% YTD FCF margin. I reiterate a buy rating on YOU, citing multi-channel growth, resilient retention post-price hike, and a modest 10.2x FY26 EV/FCF multiple. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 20
YOU: Airport Expansion And Identity Services Adoption Will Drive Future Bullish Repricing
Analysts have raised their fair value estimate for Clear Secure from $70 to $75. They cite updated assumptions around revenue growth, profit margins and future P/E, despite recent Street price target cuts tied to softer TSA traffic trends and mixed read-throughs from summer and World Cup travel data.Recent updates
Seeking Alpha • Sep 02
Clear Secure: Beginning To Flex Its Pricing Power
Summary Clear Secure offers a compelling non-AI growth narrative, with strong Q2 results and a recent pullback creating an attractive entry point. YOU posted 27% y/y revenue growth, accelerating membership expansion, and robust pricing power, with 15% y/y CLEAR+ member growth to 8.33 million. Operating leverage is materializing: direct labor costs fell 450bps and adjusted EBITDA margin rose 900bps to 34.6%, with 71% YTD FCF margin. I reiterate a buy rating on YOU, citing multi-channel growth, resilient retention post-price hike, and a modest 10.2x FY26 EV/FCF multiple. Read the full article on Seeking Alphaナラティブ更新 • Aug 20
YOU: Airport Expansion And Identity Services Adoption Will Drive Future Bullish Repricing
Analysts have raised their fair value estimate for Clear Secure from $70 to $75. They cite updated assumptions around revenue growth, profit margins and future P/E, despite recent Street price target cuts tied to softer TSA traffic trends and mixed read-throughs from summer and World Cup travel data.
ナラティブ更新 • Aug 06
YOU: Softer Travel Volumes Will Test 2026 Margin And Cash Flow Delivery
Analysts increased their fair value estimate for Clear Secure to $45 from $40, citing updated assumptions that include a lower discount rate, modestly higher projected revenue growth and profit margins, and a slightly higher future P/E multiple. They also factored in recent price target reductions on the stock from $75 to $70 and from $60 to $55 in Street research.ナラティブ更新 • Jul 20
YOU: Airport Expansion And Identity Platform Adoption Will Drive Future Bullish Repricing
Clear Secure's analyst price target has been reset from $75 to $70 as analysts factor in updated assumptions on revenue growth, profit margins, discount rate, and a higher future P/E multiple reflected in recent mixed research commentary. Analyst Commentary Recent research on Clear Secure highlights a mix of views, with some bullish analysts pointing to potential upside while others turn more cautious on execution and valuation.ナラティブ更新 • Jul 02
YOU: Rich Expectations Will Rely On Delivering 2026 Margin And Cash Flow Plan
The analyst price target for Clear Secure has increased from $33.49 to $40.00, with analysts citing updated views on revenue growth, profit margins, and future P/E expectations as key factors behind the change. Analyst Commentary Recent research on Clear Secure highlights a mixed backdrop, with some firms adjusting price targets upward while others adopt a more cautious stance.ナラティブ更新 • Jun 18
YOU: Airport Expansion And Identity Partnerships Will Drive Future Bullish Repricing
Analysts have raised their fair value estimate for Clear Secure to $75.00 from $65.00, citing recent price target increases, mixed rating changes, and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Clear Secure reflects a mix of views, but there are several clear positives that bullish analysts are highlighting for investors who are focused on long term execution and valuation.分析記事 • Jun 16
Clear Secure (YOU) Stock Could Be 16.7% Undervalued After Governance Changes
Governance changes put Clear Secure stock in focus Clear Secure (YOU) is back on investors' radar after shareholders approved amendments to its certificate of incorporation, including the removal of certain supermajority vote requirements at the 2026 annual meeting. See our latest analysis for Clear Secure. Alongside the governance changes and recent rollout of new CLEAR Plus lanes and services at Indianapolis International Airport, Clear Secure stock has seen mixed momentum, with the share...
ナラティブ更新 • Jun 04
YOU: Identity Expansion And Travel Demand Will Shape Future Cash Returns
Analysts have adjusted their views on Clear Secure, with a $6 increase in one price target balanced by a downgrade from another firm. This has led to a refined fair value estimate that keeps the target at $62.00 while slightly updating assumptions for discount rate, revenue growth, profit margin and future P/E.ナラティブ更新 • May 20
YOU: Healthcare Identity And Travel Demand Will Shape Future Cash Returns
Analysts have lifted their fair value estimate for Clear Secure stock from $39.38 to $62.00, citing higher assumed revenue growth, stronger profit margins, and updated P/E expectations. This follows recent research that highlighted solid Q4 results, robust CLEAR+ and CLEAR1 trends, and improved long term cash flow outlooks.ナラティブ更新 • May 01
YOU: Rich Expectations Will Depend On Delivering 2026 Free Cash Flow Plan
Clear Secure’s updated analyst price target edges slightly lower to about $33.49 from $33.80, as analysts factor in Street research that highlights strong Q4 bookings, app download trends and improving margin assumptions, along with a more moderate future P/E outlook. Analyst Commentary Street research on Clear Secure has been active around the latest Q4 results, with several firms adjusting price targets and refining their views on the company.ナラティブ更新 • Apr 15
YOU: Q4 Execution And 2026 Cash Returns Will Shape Bullish Repricing
Analysts have lifted their price targets on Clear Secure into a higher $49 to $61 range, citing stronger Q4 results, momentum in CLEAR+ and CLEAR1 bookings, renewed American Express partnership benefits, and improving free cash flow expectations into 2026 as key supports for the updated valuation view. Analyst Commentary Bullish analysts have been revising their views on Clear Secure with a cluster of higher price targets following the Q4 report, pointing to what they see as solid execution across CLEAR+, CLEAR1 and key partnerships.ナラティブ更新 • Apr 01
YOU: Q4 Execution And 2026 Cash Returns Will Drive Future Upside
Narrative Update The Analyst Price Target for Clear Secure moves from $61 to $65. Analysts point to stronger Q4 bookings, positive trends in CLEAR+, solid cash flow expectations into 2026, and recent app download momentum as key supports for the higher fair value and slightly richer future P/E assumptions.ナラティブ更新 • Mar 18
YOU: Rich Expectations Will Hinge On 2026 Free Cash Flow Delivery
Clear Secure's analyst price targets have moved sharply higher from a prior fair value estimate of $29.18 to $33.80, as analysts point to strong Q4 results, broad-based CLEAR+ and CLEAR1 momentum, an extended American Express partnership, and a 2026 free cash flow outlook that has led investors to assign more value to the business. Analyst Commentary Recent Street research on Clear Secure has leaned positive on Q4 execution, CLEAR+ and CLEAR1 traction, and the extended American Express partnership.ナラティブ更新 • Mar 03
YOU: Q4 Bookings Strength And 2026 Cash Returns Will Support Higher Future Returns
Analysts have raised their price target on Clear Secure to $61 from $46, citing stronger Q4 bookings, improving profit expectations, and higher projected future P/E multiples supported by cash flow outlooks and renewed partnerships. Analyst Commentary Recent research has come through with a clear tilt toward optimism on Clear Secure, with multiple bullish analysts lifting their price targets following the latest Q4 report.ナラティブ更新 • Feb 17
YOU: Healthcare Identity Contracts Will Support Future Upside Potential
Analysts kept their price target for Clear Secure steady at $39.38, with only small tweaks to inputs such as the discount rate, profit margin assumptions, and a higher future P/E helping to support an unchanged fair value view. What's in the News CLEAR entered a contract with the Centers for Medicare & Medicaid Services to modernize identity verification for Medicare beneficiaries and providers on Medicare.gov, with CLEAR1 planned for account creation, recovery, and access to healthcare information starting in early 2026 (Key Developments).ナラティブ更新 • Feb 03
YOU: Member Momentum And Government Contract Wins Will Challenge Rich Expectations
Our analyst price target for Clear Secure moves from US$25.00 to about US$29.18, reflecting Street analysts' higher targets following Q3 results that they describe as solid. Guidance is supported by member growth, product and pricing performance, and disciplined resource allocation.ナラティブ更新 • Jan 19
YOU: Q3 Execution And New Identity Contracts Will Support Higher Future Returns
Analysts have raised their price target for Clear Secure by $1 to $46, reflecting updated views on revenue growth, profit margins, and future P/E assumptions following recent Q3 results and guidance. Analyst Commentary Recent research shows a cluster of bullish analysts lifting their price targets on Clear Secure after Q3 results and updated Q4 guidance, with some pointing to stronger bookings, revenue, and member trends than previously modeled.分析記事 • Jan 07
Investor Optimism Abounds Clear Secure, Inc. (NYSE:YOU) But Growth Is Lacking
There wouldn't be many who think Clear Secure, Inc.'s ( NYSE:YOU ) price-to-earnings (or "P/E") ratio of 19.3x is worth...ナラティブ更新 • Jan 05
YOU: Robust Q4 Guidance And Healthcare Deals Will Support Future Upside Potential
Narrative Update Analysts have nudged their price targets on Clear Secure higher to a range of US$38 to US$41, citing solid Q3 results, stronger than guided bookings and revenue, and confident Q4 guidance supported by member growth, product and pricing performance, and disciplined resource allocation. Analyst Commentary Recent research updates on Clear Secure highlight a mix of optimism around execution and growth, along with some lingering caution on valuation and external risks.ナラティブ更新 • Dec 21
YOU Robust Q4 Guidance And Healthcare Deals Will Support Steady Future Momentum
Analysts nudged their fair value estimate for Clear Secure up by about $1.00 to roughly $39.38, citing stronger than expected Q3 performance, robust Q4 guidance, and sustained member driven revenue growth. Analyst Commentary Bullish analysts view the latest quarter as a confirmation that Clear Secure can sustain double digit top line growth while maintaining pricing power and disciplined cost control, supporting higher valuation multiples.ナラティブ更新 • Dec 07
YOU Robust Q4 Guidance And Airport Expansion Will Drive Continued Momentum
Our fair value estimate for Clear Secure has inched up to approximately $38.38 per share from about $38.11, as analysts raise price targets into the high $30s and low $40s on the back of stronger than expected Q3 results, robust Q4 guidance, and sustained member driven bookings and revenue growth. Analyst Commentary Analyst reactions to the latest results skew constructive, with price target revisions into the high 30s and low 40s reflecting growing confidence in Clear Secure's ability to sustain member driven growth while navigating macro and regulatory uncertainties.ナラティブ更新 • Nov 23
YOU: Recent Airport Expansions And Resource Discipline Will Support Continued Progress
Clear Secure’s fair value price target has been raised by analysts from approximately $36.22 to $38.11 per share. Recent strong quarterly results and improved guidance have increased confidence in the company’s growth outlook.分析記事 • Nov 09
Clear Secure (NYSE:YOU) Has Announced A Dividend Of $0.125
The board of Clear Secure, Inc. ( NYSE:YOU ) has announced that it will pay a dividend on the 24th of December, with...ナラティブ更新 • Nov 06
YOU: Continued Airport Initiatives Will Drive Upside Despite Travel Headwinds
Analysts have raised their price target for Clear Secure from $35.22 to $36.22, citing strong recent earnings, improved guidance, and steady progress in the company’s airport business initiatives as key factors behind the upward adjustment. Analyst Commentary Analysts have weighed Clear Secure's latest performance, guidance, and business trends, offering insights into factors that may influence the company’s future valuation and momentum.ナラティブ更新 • Sep 17
Biometric Expansion Will Improve Efficiency, But Leadership Changes May Introduce Risks
Clear Secure’s consensus price target has been raised to $35.22 as analysts cite stronger-than-expected Q2 results, successful new initiatives, and alleviated macroeconomic concerns, reflecting greater confidence in the company’s multi-year growth potential. Analyst Commentary Better-than-expected Q2 results driven by increased adoption, new initiatives, expanded usage of Clear’s technology platform, and strong execution.ナラティブ更新 • Aug 06
Biometric Expansion Will Improve Efficiency, But Leadership Changes May Introduce Risks
Clear Secure's fair value has been revised upward as stronger net profit margins more than offset a higher discount rate, driving the consensus analyst price target increase from $29.25 to $31.25. What's in the News Provided Q3 2025 revenue guidance of $223–$226 million, indicating 13.1% year-over-year growth at midpoint.Seeking Alpha • Apr 30
Clear Secure: CLEAR1 Is The Hidden Catalyst Investors Are Overlooking
Summary I reiterate my 'Buy' rating for Clear Secure, emphasizing the potential of their B2B identity verification service, CLEAR1, as a future value driver. CLEAR1 allows Clear to expand into higher-ticket, higher-margin, and higher-retention enterprise customers, diversifying revenue streams and reducing dependence on the cyclical B2C market. Clear's valuation multiples, growth rates, and profitability metrics indicate the stock is undervalued, with potential for upside as CLEAR1 gains traction. Despite risks like growing short interest and leadership changes, Clear's strategic direction and expansion into enterprise markets position it well for long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Apr 23
Clear Secure: Strong Competitive Moat And Visible Growth Catalysts
Summary Clear Secure, Inc. has a strong competitive moat due to its high-quality, government-certified biometric identity verification platform, enhancing user experience and trust. Clear Secure benefits from a powerful network effect, with operations in 59 airports and 29 million enrollments, making its service increasingly essential for frequent travelers. Growth catalysts include long-term travel demand, NextGen platform upgrades, and expansion into TSA PreCheck, positioning YOU for sustained revenue growth. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Analyzing Clear Secure's Latest Quarterly Report, Here's Why I Rate It A Buy
Summary Clear Secure's Q4 2024 earnings showed impressive growth, with revenues up 20.7%, free cash flow up 48%, and net income up significantly from last year. Despite strong financials, CLEAR Plus member retention and usage rates declined, indicating potential issues with customer engagement and platform utilization. Management is diversifying revenue streams through partnerships with Uber and Epic, and expanding CLEAR Plus to more airports. Given the strong balance sheet, undemanding valuation, and promising growth, I now rate YOU stock as a careful Buy, despite risks of further retention rate drops and economic downturns. Read the full article on Seeking Alpha株主還元
| YOU | US Software | US 市場 | |
|---|---|---|---|
| 7D | -2.0% | -0.7% | -0.2% |
| 1Y | 19.0% | -9.0% | 14.8% |
業界別リターン: YOU過去 1 年間で-9 % の収益を上げたUS Software業界を上回りました。
リターン対市場: YOU過去 1 年間で14.8 % の収益を上げたUS市場を上回りました。
価格変動
| YOU volatility | |
|---|---|
| YOU Average Weekly Movement | 6.1% |
| Software Industry Average Movement | 9.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: YOU 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: YOUの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2010 | 3,301 | Caryn Seidman-Becker | www.clearme.com |
Clear Secure, Inc.は、主に米国で CLEAR のブランド名でセキュア ID プラットフォームを運営している。同社は、登録、検証、リンクを含むフロントエンドとバックエンドからなる多層インフラであるセキュア・アイデンティティ・プラットフォームを提供している。同社はまた、空港の保安検査場における予測可能な入場レーンへのアクセスや、より広範なネットワークへのアクセスを可能にする消費者向け航空サブスクリプションサービスであるCLEAR Plusや、新規会員の登録や既存会員のエクスペリエンス向上に使用されるCLEARモバイルアプリも提供している。さらに、RESERVE powered by CLEARを空港の予約スポットに提供している。Home to Gateは、旅行者が空港への旅行を計画し、時間を調整するのに役立つ機能である。CLEAR1は、安全なIDプラットフォームをパートナーに拡張し、顧客に摩擦のない体験を提供するB2Bサービスである；CLEAR会員がさらにシームレスな体験を得られるよう支援する一連の追加特典であるCLEAR Perks、CLEARが提供するTSA PreCheck Enrollment、およびオンライン更新サービス、ワンクリックでKnow Your Customerサービスをプラットフォーム製品に追加できるSora ID、バーチャルキューイング技術。同社はサムスン電子アメリカ社と戦略的提携を結んでおり、サムスンID with CLEARを開発している。サムスンID with CLEARは、ユーザーがサムスンウォレットに米国のパスポートを追加し、本人確認を行うことができるデジタルIDソリューションである。同社は2010年に設立され、ニューヨーク州ニューヨークに本社を置いている。Clear Secure, Inc.はAlclear Investments, Llc.の子会社である。
Clear Secure, Inc. 基礎のまとめ
| YOU 基礎統計学 | |
|---|---|
| 時価総額 | US$5.90b |
| 収益（TTM） | US$147.89m |
| 売上高(TTM) | US$1.00b |
30.0x
PER（株価収益率4.4x
P/SレシオYOU は割高か？
公正価値と評価分析を参照収益と収入
| YOU 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.00b |
| 売上原価 | US$333.67m |
| 売上総利益 | US$667.03m |
| その他の費用 | US$519.14m |
| 収益 | US$147.89m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.44 |
| グロス・マージン | 66.66% |
| 純利益率 | 14.78% |
| 有利子負債／自己資本比率 | 0% |
YOU の長期的なパフォーマンスは？
過去の実績と比較を見る| Clear Secure 配当日 | |
|---|---|
| 配当落ち日 | Sep 10 2026 |
| 配当支払日 | Sep 24 2026 |
| 配当落ちまでの日数 | 0 days |
| 配当支払日までの日数 | 14 days |
YOU 配当は確実ですか？
YOU 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/09 06:00 |
| 終値 | 2026/09/09 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Clear Secure, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Wyatt Swanson | D.A. Davidson & Co. |
| Eric Sheridan | Goldman Sachs |
| Cory Carpenter | J.P. Morgan |