Clear Secure, Inc.

NYSE:YOU Stock Report

Market Cap: US$4.7b

Clear Secure Past Earnings Performance

Past criteria checks 6/6

Clear Secure has been growing earnings at an average annual rate of 62%, while the Software industry saw earnings growing at 24% annually. Revenues have been growing at an average rate of 30.3% per year. Clear Secure's return on equity is 143.5%, and it has net margins of 21%.

Key information

62.01%

Earnings growth rate

22.53%

EPS growth rate

Software Industry Growth17.33%
Revenue growth rate30.26%
Return on equity143.48%
Net Margin20.97%
Last Earnings Update30 Sep 2025

Recent past performance updates

Recent updates

Clear Secure: Retention Weakens, But New Bookings Are Strong (Upgrade)

Nov 10

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

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

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

Clear Secure (NYSE:YOU) Knows How To Allocate Capital Effectively

Apr 22
Clear Secure (NYSE:YOU) Knows How To Allocate Capital Effectively

Clear Secure, Inc.'s (NYSE:YOU) Low P/E No Reason For Excitement

Mar 27
Clear Secure, Inc.'s (NYSE:YOU) Low P/E No Reason For Excitement

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

What Is Clear Secure, Inc.'s (NYSE:YOU) Share Price Doing?

Jan 29
What Is Clear Secure, Inc.'s (NYSE:YOU) Share Price Doing?
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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, 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
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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.

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

Revenue & Expenses Breakdown

How Clear Secure makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NYSE:YOU Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 2586618228375
30 Jun 2583617727774
31 Mar 2580317627072
31 Dec 2477017026673
30 Sep 247358026274
30 Jun 246977226368
31 Mar 246605226273
31 Dec 236142826474
30 Sep 23571328576
30 Jun 23526-4933880
31 Mar 23479-6033173
31 Dec 22437-6631967
30 Sep 22390-7229459
30 Jun 22341-5223057
31 Mar 22294-4722654
31 Dec 21254-3620447
30 Sep 21226-1016842
30 Jun 212151813435
31 Mar 21220429529
31 Dec 20231-913532
31 Dec 19192-5412821

Quality Earnings: YOU has high quality earnings.

Growing Profit Margin: YOU's current net profit margins (21%) are higher than last year (10.9%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: YOU has become profitable over the past 5 years, growing earnings by 62% per year.

Accelerating Growth: YOU's earnings growth over the past year (126.1%) exceeds its 5-year average (62% per year).

Earnings vs Industry: YOU earnings growth over the past year (126.1%) exceeded the Software industry 19%.

Return on Equity

High ROE: YOU's Return on Equity (143.5%) is considered outstanding.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/30 05:57
End of Day Share Price 2025/11/28 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

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.

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 Github.

Analyst Sources

Clear Secure, Inc. is covered by 12 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
Wyatt SwansonD.A. Davidson & Co.
Eric SheridanGoldman Sachs
Benjamin MillerGoldman Sachs