YOU Share Price Performance
US$35.50
9.74 (37.81%)
6.9% undervalued intrinsic discount
US$38.11
Fair Value
Price US$35.50
AnalystConsensusTarget US$38.11
AnalystHighTarget US$45.00
DailyInvestors US$50.00
Fair ValueUS$38.11
Share Pricen/a
Clear Secure, Inc. Stock Price
- 6 Narratives written by author
- 0 Comments on narratives written by author
- 281 Fair Values set on narratives written by author
YOU Community Narratives
AN
Fair Value US$38.11 6.9% undervalued intrinsic discount
Biometric Expansion Will Improve Efficiency, But Leadership Changes May Introduce Risks
0users have liked this narrative
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128users have followed this narrative
AN
Fair Value US$45 21.1% undervalued intrinsic discount
Contactless Biometrics And Digital Travel Will Expand Markets Despite Risks
0users have liked this narrative
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3users have followed this narrative
DA
Fair Value US$50 29.0% undervalued intrinsic discount
A Technology Company on a whole different Level
2users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
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.Read more
6users have liked this narrative
0users have commented on this narrative
31users have followed this narrative
BR
US$46.66
23.9% undervalued intrinsic discount
Brogers Fair Value
Revenue
13% p.a.
Profit Margin
16%
Future PE
35x
Price in 2034
US$92.11
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.Read more
1users have liked this narrative
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10users have followed this narrative
NA
US$20.05
77.1% overvalued intrinsic discount
NateF Fair Value
Revenue
2% p.a.
Profit Margin
10.93%
Future PE
31.46x
Price in 2029
US$23.49
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.Read more
2users have liked this narrative
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3users have followed this narrative
DA
US$50
29.0% undervalued intrinsic discount
DailyInvestors Fair Value
Revenue
15% p.a.
Profit Margin
10.36%
Future PE
45.76x
Price in 2029
US$63.57
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.Read more
0users have liked this narrative
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128users have followed this narrative
AN
US$38.11
6.9% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
10% p.a.
Profit Margin
14.32%
Future PE
29.6x
Price in 2028
US$48.2
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.Read more
0users have liked this narrative
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3users have followed this narrative
AN
US$45
21.1% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
11% p.a.
Profit Margin
15.2%
Future PE
45.46x
Price in 2028
US$80.1
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.Read more
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2users have followed this narrative
AN
US$25
42.0% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
8% p.a.
Profit Margin
15.81%
Future PE
26.37x
Price in 2028
US$44.5
Trending Discussion
Recently Updated Narratives
BR
Strong potential through partnerships, international expansion and wider application of biometrics
Fair Value: US$46.66 23.9% undervalued intrinsic discount
31 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
NA
YOU Market Outlook
Fair Value: US$20.05 77.1% overvalued intrinsic discount
10 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
DA
A Technology Company on a whole different Level
Fair Value: US$50 29.0% undervalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Clear Secure, Inc. Key Details
About YOU
- Founded
- 2010
- Employees
- 4022
- CEO
- WebsiteView website
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. In addition, it provides RESERVE powered by CLEAR to reservation spot for airport locations; Home to Gate, a feature to help travelers plan and time their trip to the airport; CLEAR1, a B2B offering that extends secure identity platform to partners to create friction-free experiences for their customers; TSA PreCheck Enrollment Provided by CLEAR, as well as online renewal services; Sora ID that enables adding know your customer services to platform offerings; and a virtual queuing technology. The company was founded in 2010 and is headquartered in New York, New York. Clear Secure, Inc. is a subsidiary of Alclear Investments, Llc.
