Clear Secure Bilanço Sağlığı
Finansal Sağlık kriter kontrolleri 6/6
Clear Secure şirketinin toplam hissedar öz sermayesi $243.2M ve toplam borcu $0.0 olup, bu da borç-öz sermaye oranını 0% seviyesine getiriyor. Toplam varlıkları ve toplam yükümlülükleri sırasıyla $1.6B ve $1.3B dir. Clear Secure 'in FAVÖK'ü $251.5M faiz karşılama oranı -9.3 dur. Şirketin $959.3M tutarında nakit ve kısa vadeli yatırımları bulunmaktadır.
Anahtar bilgiler
0%
Borç/özkaynak oranı
US$0
Borç
| Faiz karşılama oranı | -9.3x |
| Nakit | US$959.27m |
| Eşitlik | US$243.16m |
| Toplam yükümlülükler | US$1.34b |
| Toplam varlıklar | US$1.58b |
Son finansal sağlık güncellemeleri
Güncelleme yok
Recent updates
Anlatı Güncellemesi • Sep 11
YOU: Identity Expansion And Enterprise Partnerships Will Shape Future Cash Returns
Analysts have trimmed the Clear Secure fair value estimate from about $62 to roughly $60 as softer TSA traffic data and muted airport wait times are seen as limiting near term Clear+ sign up opportunities, even as longer term growth and margin assumptions remain under review. Analyst Commentary Recent research on Clear Secure highlights a clear divide in how analysts view the stock.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
Anlatı Güncellemesi • Aug 20
YOU: Airport Expansion And Identity Services Adoption Will Drive Future Bullish Repricing
Analysts have raised their fair value estimate for Clear Secure from $70 to $75. They cite updated assumptions around revenue growth, profit margins and future P/E, despite recent Street price target cuts tied to softer TSA traffic trends and mixed read-throughs from summer and World Cup travel data.
Anlatı Güncellemesi • Aug 06
YOU: Softer Travel Volumes Will Test 2026 Margin And Cash Flow Delivery
Analysts increased their fair value estimate for Clear Secure to $45 from $40, citing updated assumptions that include a lower discount rate, modestly higher projected revenue growth and profit margins, and a slightly higher future P/E multiple. They also factored in recent price target reductions on the stock from $75 to $70 and from $60 to $55 in Street research.Anlatı Güncellemesi • Jul 20
YOU: Airport Expansion And Identity Platform Adoption Will Drive Future Bullish Repricing
Clear Secure's analyst price target has been reset from $75 to $70 as analysts factor in updated assumptions on revenue growth, profit margins, discount rate, and a higher future P/E multiple reflected in recent mixed research commentary. Analyst Commentary Recent research on Clear Secure highlights a mix of views, with some bullish analysts pointing to potential upside while others turn more cautious on execution and valuation.Anlatı Güncellemesi • Jul 02
YOU: Rich Expectations Will Rely On Delivering 2026 Margin And Cash Flow Plan
The analyst price target for Clear Secure has increased from $33.49 to $40.00, with analysts citing updated views on revenue growth, profit margins, and future P/E expectations as key factors behind the change. Analyst Commentary Recent research on Clear Secure highlights a mixed backdrop, with some firms adjusting price targets upward while others adopt a more cautious stance.Anlatı Güncellemesi • Jun 18
YOU: Airport Expansion And Identity Partnerships Will Drive Future Bullish Repricing
Analysts have raised their fair value estimate for Clear Secure to $75.00 from $65.00, citing recent price target increases, mixed rating changes, and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Clear Secure reflects a mix of views, but there are several clear positives that bullish analysts are highlighting for investors who are focused on long term execution and valuation.Analiz Makalesi • Jun 16
Clear Secure (YOU) Stock Could Be 16.7% Undervalued After Governance Changes
Governance changes put Clear Secure stock in focus Clear Secure (YOU) is back on investors' radar after shareholders approved amendments to its certificate of incorporation, including the removal of certain supermajority vote requirements at the 2026 annual meeting. See our latest analysis for Clear Secure. Alongside the governance changes and recent rollout of new CLEAR Plus lanes and services at Indianapolis International Airport, Clear Secure stock has seen mixed momentum, with the share...Anlatı Güncellemesi • Jun 04
YOU: Identity Expansion And Travel Demand Will Shape Future Cash Returns
Analysts have adjusted their views on Clear Secure, with a $6 increase in one price target balanced by a downgrade from another firm. This has led to a refined fair value estimate that keeps the target at $62.00 while slightly updating assumptions for discount rate, revenue growth, profit margin and future P/E.Anlatı Güncellemesi • May 20
YOU: Healthcare Identity And Travel Demand Will Shape Future Cash Returns
Analysts have lifted their fair value estimate for Clear Secure stock from $39.38 to $62.00, citing higher assumed revenue growth, stronger profit margins, and updated P/E expectations. This follows recent research that highlighted solid Q4 results, robust CLEAR+ and CLEAR1 trends, and improved long term cash flow outlooks.Anlatı Güncellemesi • May 01
YOU: Rich Expectations Will Depend On Delivering 2026 Free Cash Flow Plan
Clear Secure’s updated analyst price target edges slightly lower to about $33.49 from $33.80, as analysts factor in Street research that highlights strong Q4 bookings, app download trends and improving margin assumptions, along with a more moderate future P/E outlook. Analyst Commentary Street research on Clear Secure has been active around the latest Q4 results, with several firms adjusting price targets and refining their views on the company.Anlatı Güncellemesi • Apr 15
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.Anlatı Güncellemesi • Apr 01
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.Anlatı Güncellemesi • Mar 18
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.Anlatı Güncellemesi • Mar 03
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.Anlatı Güncellemesi • Feb 17
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).Anlatı Güncellemesi • Feb 03
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.Anlatı Güncellemesi • Jan 19
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.Analiz Makalesi • Jan 07
Investor Optimism Abounds Clear Secure, Inc. (NYSE:YOU) But Growth Is Lacking
There wouldn't be many who think Clear Secure, Inc.'s ( NYSE:YOU ) price-to-earnings (or "P/E") ratio of 19.3x is worth...Anlatı Güncellemesi • Jan 05
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.Anlatı Güncellemesi • Dec 21
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.Anlatı Güncellemesi • Dec 07
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.Anlatı Güncellemesi • Nov 23
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.Analiz Makalesi • Nov 09
Clear Secure (NYSE:YOU) Has Announced A Dividend Of $0.125
The board of Clear Secure, Inc. ( NYSE:YOU ) has announced that it will pay a dividend on the 24th of December, with...Anlatı Güncellemesi • Nov 06
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.Anlatı Güncellemesi • Sep 17
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.Anlatı Güncellemesi • Aug 06
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.Seeking Alpha • Apr 30
Clear Secure: CLEAR1 Is The Hidden Catalyst Investors Are Overlooking
Summary I reiterate my 'Buy' rating for Clear Secure, emphasizing the potential of their B2B identity verification service, CLEAR1, as a future value driver. CLEAR1 allows Clear to expand into higher-ticket, higher-margin, and higher-retention enterprise customers, diversifying revenue streams and reducing dependence on the cyclical B2C market. Clear's valuation multiples, growth rates, and profitability metrics indicate the stock is undervalued, with potential for upside as CLEAR1 gains traction. Despite risks like growing short interest and leadership changes, Clear's strategic direction and expansion into enterprise markets position it well for long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Apr 23
Clear Secure: Strong Competitive Moat And Visible Growth Catalysts
Summary Clear Secure, Inc. has a strong competitive moat due to its high-quality, government-certified biometric identity verification platform, enhancing user experience and trust. Clear Secure benefits from a powerful network effect, with operations in 59 airports and 29 million enrollments, making its service increasingly essential for frequent travelers. Growth catalysts include long-term travel demand, NextGen platform upgrades, and expansion into TSA PreCheck, positioning YOU for sustained revenue growth. Read the full article on Seeking AlphaFinansal Durum Analizi
Kısa Vadeli Yükümlülükler: YOU 'nin kısa vadeli varlıkları ( $1.0B ) kısa vadeli yükümlülüklerini ( $983.9M ) aşıyor.
Uzun Vadeli Yükümlülükler: YOU şirketinin kısa vadeli varlıkları ( $1.0B ) uzun vadeli yükümlülüklerini ( $351.3M ) aşmaktadır.
Borç-Özkaynak Tarihçesi ve Analizi
Borç Seviyesi: YOU borçsuzdur.
Borcun Azaltılması: YOU son 5 yıldır borcu bulunmamaktadır.
Borç Kapsamı: YOU un borcu yoktur, dolayısıyla işletme nakit akışı tarafından karşılanmasına gerek yoktur.
Faiz Kapsamı: YOU şirketinin borcu bulunmadığından faiz ödemelerinin karşılanması söz konusu değildir.
Bilanço
Sağlıklı şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/18 21:48 |
| Gün Sonu Hisse Fiyatı | 2026/09/18 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
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| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Clear Secure, Inc. 10 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Wyatt Swanson | D.A. Davidson & Co. |
| Eric Sheridan | Goldman Sachs |
| Cory Carpenter | J.P. Morgan |