DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Software
Author Program NEWCreate Narrative
YOU logo

Clear Secure, Inc. Stock Price

NYSE:YOU Community·US$5.8b Market Cap
  • 6 Narratives written by author
  • 0 Comments on narratives written by author
  • 326 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

YOU Share Price Performance

US$42.23
4.89 (13.10%)
​
US$59.67
Fair Value
US$42.23
4.89 (13.10%)
29.2% undervalued intrinsic discount
US$59.67
Fair Value
Price US$42.23
AnalystConsensusTarget US$59.67
DailyInvestors US$50.00
AnalystLowTarget US$45.00
Fri, 11 Sep 26
Fair ValueUS$59.67
Share Pricen/a

YOU Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$59.67 29.2% undervalued intrinsic discount

Biometric Expansion Will Improve Efficiency, But Leadership Changes May Introduce Risks

0users have liked this narrative
0users have commented on this narrative
135users have followed this narrative
DA
DailyInvestors's
Fair Value
·
Fair Value US$50 15.5% undervalued intrinsic discount

A Technology Company on a whole different Level

2users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$45 6.2% undervalued intrinsic discount

Rising Regulatory Backlash Will Choke Digital Identity Markets

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
YOU logo
Clear Secure
15.5% undervalued intrinsic discount

A Technology Company on a whole different Level

View narrative
DA
DailyInvestors
Published 16 Oct 2024
Read Narrative
YOU logo
Clear Secure
110.6% overvalued intrinsic discount

YOU Market Outlook

View narrative
NA
NateF
Updated 2 Jan 2025
Read Narrative
YOU logo
Clear Secure
9.5% undervalued intrinsic discount

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

View narrative
BR
Brogers
Brogers
Updated 30 Jan 2025
Read Narrative
YOU logo
Clear Secure
29.2% undervalued intrinsic discount
Updated

Biometric Expansion Will Improve Efficiency, But Leadership Changes May Introduce Risks

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 11 Sep
Read Narrative
YOU logo
Clear Secure
43.7% undervalued intrinsic discount

Contactless Biometrics And Digital Travel Will Expand Markets Despite Risks

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 20 Aug
Read Narrative
YOU logo
Clear Secure
6.2% undervalued intrinsic discount

Rising Regulatory Backlash Will Choke Digital Identity Markets

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 6 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

BR
Brogers
YOU logo

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

Fair Value: US$46.66 9.5% undervalued intrinsic discount
30 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
NA
YOU logo

YOU Market Outlook

Fair Value: US$20.05 110.6% overvalued intrinsic discount
11 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
DA
YOU logo

A Technology Company on a whole different Level

Fair Value: US$50 15.5% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

2 Risks
3 Rewards
View Full Analysis

Clear Secure, Inc. Key Details

US$1.0b

Revenue

US$333.7m

Cost of Revenue

US$667.0m

Gross Profit

US$519.1m

Other Expenses

US$147.9m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.44
66.66%
14.78%
0%
View Full Analysis

About YOU

Founded
2010
Employees
3301
CEO
Caryn Seidman-Becker
WebsiteView website
www.clearme.com

Clear Secure, Inc. operates a secure identity platform under the CLEAR brand name primarily in the United States. It provides 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; CLEAR ID, a free and mobile digital ID that allow any traveler to verify their identity; CLEAR Concierge which enhances the CLEAR value proposition for high-frequency and premium travelers, as well as travelers requiring additional assistance, such as families and senior citizens; CLEAR Perks, a suite of added benefits that help CLEAR members get an even more seamless experience; TSA PreCheck Enrollment Provided by CLEAR, as well as online renewal services; Sora ID, a one-click know your customer that enables adding know your customer services to platform offerings; and a virtual queuing technology. The company has a strategic collaboration with Samsung Electronics America, Inc. for the development of Samsung ID with CLEAR, a digital ID solution that allows users to add a US passport to Samsung Wallet and verify their identity. The company was founded in 2010 and is headquartered in New York, New York. Clear Secure, Inc. is a subsidiary of Alclear Investments, Llc.

Recent YOU News & 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

Recent updates

No updates

Clear Secure, Inc. Competitors

TEAM logo

Atlassian

Symbol: NasdaqGS:TEAM
Market cap: US$45.5b
WDAY logo

Workday

Symbol: NasdaqGS:WDAY
Market cap: US$44.7b
ADSK logo

Autodesk

Symbol: NasdaqGS:ADSK
Market cap: US$44.2b
ROP logo

Roper Technologies

Symbol: NasdaqGS:ROP
Market cap: US$38.4b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide