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Clear Secure NYSE:YOU Stock Report

Last Price

US$26.66

Market Cap

US$3.7b

7D

1.1%

1Y

22.3%

Updated

22 Dec, 2024

Data

Company Financials +

Clear Secure, Inc.

NYSE:YOU Stock Report

Market Cap: US$3.7b

YOU Stock Overview

Operates a secure identity platform under the CLEAR brand name primarily in the United States. More details

YOU fundamental analysis
Snowflake Score
Valuation5/6
Future Growth5/6
Past Performance6/6
Financial Health6/6
Dividends3/6

Rewards

Trading at 49.8% below our estimate of its fair value

Earnings are forecast to grow 27.11% per year

Earnings grew by 2764% over the past year

Trading at good value compared to peers and industry

Risk Analysis

No risks detected for YOU from our risk checks.

My Notes

Capture your thoughts, links and company narrative

Community Narratives

Create a narrative

Narratives bring a range of perspectives from our community.

WA
Analyst Price Target
Consensus Narrative from 8 Analysts

Expansion And Partnerships Will Strengthen Future Market Position Amid Cybersecurity Challenges

Key Takeaways Expansion into new locations and pricing strategies are driving revenue growth and improving customer retention through enhanced travel experiences and increased ARPU. Strategic partnerships and technological advancements in identity solutions are increasing revenue potential and net margins amidst rising cybersecurity concerns.
View narrative
US$32.13
FV
17.0% undervalued intrinsic discount
12.12%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
28users have followed this narrative
3 days ago author updated this narrative

Clear Secure, Inc. Competitors

EngageSmart

NYSE:ESMT

US$3.9b

DoubleVerify Holdings

NYSE:DV

US$3.4b

Agilysys

NasdaqGS:AGYS

US$3.8b

BlackLine

NasdaqGS:BL

US$3.9b

Price History & Performance

Summary of share price highs, lows and changes for Clear Secure
Historical stock prices
Current Share PriceUS$26.66
52 Week HighUS$38.88
52 Week LowUS$16.05
Beta1.4
1 Month Change1.83%
3 Month Change-18.74%
1 Year Change22.29%
3 Year Change-12.01%
5 Year Changen/a
Change since IPO-33.35%

Recent News & Updates

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

Recent updates

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

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

Clear Secure, Inc.'s (NYSE:YOU) Intrinsic Value Is Potentially 54% Above Its Share Price

Sep 12
Clear Secure, Inc.'s (NYSE:YOU) Intrinsic Value Is Potentially 54% Above Its Share Price

Clear Secure: Strong Growth Prospects But Valuation Remains High

Sep 04

Should You Think About Buying Clear Secure, Inc. (NYSE:YOU) Now?

Jul 12
Should You Think About Buying Clear Secure, Inc. (NYSE:YOU) Now?

Clear Secure May Have Upside In Second Half 2023

Jun 09

Estimating The Fair Value Of Clear Secure, Inc. (NYSE:YOU)

Jun 08
Estimating The Fair Value Of Clear Secure, Inc. (NYSE:YOU)

Clear Secure Grows Revenue But Has More To Prove

Jan 19

Are Investors Undervaluing Clear Secure, Inc. (NYSE:YOU) By 29%?

Jan 16
Are Investors Undervaluing Clear Secure, Inc. (NYSE:YOU) By 29%?

Clear Secure: Talk About A Bullish Economic Moat

Jan 05

Shareholder Returns

YOUUS SoftwareUS Market
7D1.1%-2.2%-2.4%
1Y22.3%21.9%23.3%

Return vs Industry: YOU matched the US Software industry which returned 21.9% over the past year.

Return vs Market: YOU matched the US Market which returned 23.3% over the past year.

Price Volatility

Is YOU's price volatile compared to industry and market?
YOU volatility
YOU Average Weekly Movement9.2%
Software Industry Average Movement7.9%
Market Average Movement6.3%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

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 (9%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20103,698Caryn 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 is 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$3.72b
Earnings (TTM)US$80.37m
Revenue (TTM)US$735.18m

31.5x

P/E Ratio

3.4x

P/S Ratio

Is YOU overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
YOU income statement (TTM)
RevenueUS$735.18m
Cost of RevenueUS$272.25m
Gross ProfitUS$462.93m
Other ExpensesUS$382.57m
EarningsUS$80.37m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)0.85
Gross Margin62.97%
Net Profit Margin10.93%
Debt/Equity Ratio0%

How did YOU perform over the long term?

See historical performance and comparison

Dividends

3.1%

Current Dividend Yield

44%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 02:07
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

Clear Secure, Inc. is covered by 14 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
Ben MillerGoldman Sachs
Brian EssexGoldman Sachs