Clear Secure, Inc.

NYSE:YOU 주식 리포트

시가총액: US$7.3b

Clear Secure 경영진

경영진 기준 점검 2/4

Clear Secure CEO는 Caryn Seidman-Becker, Jan2010 에 임명되었습니다 의 임기는 16.25 년입니다. 총 연간 보상은 $11.56M, 5.2% 급여 및 94.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $11.10M 가치에 해당하는 회사 주식의 0.15% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.1 년과 4.8 년입니다.

핵심 정보

Caryn Seidman-Becker

최고경영자

US$11.6m

총 보수

CEO 급여 비율5.19%
CEO 재임 기간16.3yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간2.1yrs
이사회 평균 재임 기간4.8yrs

최근 경영진 업데이트

Recent updates

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.

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.

Clear Secure: This Identity Verification Company Hits Another Inflection Point

Mar 25

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.

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.

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).

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.

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.

Investor Optimism Abounds Clear Secure, Inc. (NYSE:YOU) But Growth Is Lacking

Jan 07
Investor Optimism Abounds Clear Secure, Inc. (NYSE:YOU) But Growth Is Lacking

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.

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.

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.

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.

Clear Secure (NYSE:YOU) Has Announced A Dividend Of $0.125

Nov 09
Clear Secure (NYSE:YOU) Has Announced A Dividend Of $0.125

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.

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.

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.

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

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
User avatar

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.

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

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: Long-Term Growth Limited By Potentially Unstable Business Model

Nov 25

Clear Secure: Did The Market Overreact To Q3 Earnings?

Nov 09

Clear Secure: Q2 Earnings Reaffirm Bullish Thesis

Sep 11
User avatar

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.

CEO 보수 분석

Caryn Seidman-Becker의 보수는 Clear Secure의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025US$12mUS$600k

US$109m

Sep 30 2025n/an/a

US$182m

Jun 30 2025n/an/a

US$177m

Mar 31 2025n/an/a

US$176m

Dec 31 2024US$6mUS$550k

US$170m

Sep 30 2024n/an/a

US$80m

Jun 30 2024n/an/a

US$72m

Mar 31 2024n/an/a

US$52m

Dec 31 2023US$1mUS$550k

US$28m

Sep 30 2023n/an/a

US$3m

Jun 30 2023n/an/a

-US$49m

Mar 31 2023n/an/a

-US$60m

Dec 31 2022US$671kUS$425k

-US$66m

Sep 30 2022n/an/a

-US$72m

Jun 30 2022n/an/a

-US$52m

Mar 31 2022n/an/a

-US$47m

Dec 31 2021US$40mUS$425k

-US$36m

Sep 30 2021n/an/a

-US$10m

Jun 30 2021n/an/a

US$18m

Mar 31 2021n/an/a

US$42m

Dec 31 2020US$1mUS$142k

-US$9m

보상 대 시장: Caryn의 총 보수(USD11.56M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.44M)보다 높습니다.

보상과 수익: Caryn의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.

CEO

Caryn Seidman-Becker (52 yo)

16.3yrs
재임 기간
US$11,563,694
보수

Ms. Caryn Gail Seidman-Becker is Co-Founder of Alclear, LLC and serves as its Chief Executive Officer and Chairman. She serves as an Independent Director at The Home Depot, Inc since March 01, 2022. She ha...

리더십 팀

이름직위재임 기간보수지분
Caryn Seidman-Becker
Chairman & CEO16.3yrsUS$11.56m0.15%
$ 11.1m
Michael Barkin
President & Director1.1yrsUS$13.52m0.035%
$ 2.5m
Jennifer Hsu
Chief Financial Officer1.1yrsUS$3.25m0.0098%
$ 712.1k
Kyle McLaughlin
Executive Vice President of Aviation2.7yrsUS$2.69m0.038%
$ 2.7m
Dennis Liu
Chief Accounting Officer4.6yrs데이터 없음0.011%
$ 801.3k
Jonathan Schlegel
Chief Security Officer1.6yrsUS$475.08k0.0044%
$ 322.3k
Emma Bauman
Senior VP & Secretaryno data데이터 없음데이터 없음
2.1yrs
평균 재임 기간
43.5yo
평균 나이

경험이 풍부한 관리: YOU의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.1 년).

이사회 구성원

이름직위재임 기간보수지분
Caryn Seidman-Becker
Chairman & CEO4.8yrsUS$11.56m0.15%
$ 11.1m
Michael Barkin
President & Director4.8yrsUS$13.52m0.035%
$ 2.5m
Jeffery Boyd
Lead Independent Director4.8yrsUS$284.50k0.037%
$ 2.7m
Peter Scher
Independent Director1.7yrsUS$210.00k0.0019%
$ 137.2k
Adam Wiener
Independent Director4.8yrsUS$222.00k0.13%
$ 9.7m
Shawn Henry
Independent Director2.8yrsUS$210.00k0.019%
$ 1.4m
Marne Levine
Independent Directorless than a yearUS$376.25k데이터 없음
Tomago Collins
Independent Director4.8yrsUS$210.00k0.037%
$ 2.7m
Kathryn Hollister
Independent Director4.8yrsUS$247.50k0.038%
$ 2.8m
4.8yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 이사회: YOU의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/29 07:33
종가2026/04/29 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Clear Secure, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Wyatt SwansonD.A. Davidson & Co.
Eric SheridanGoldman Sachs
Eric SheridanGoldman Sachs