Clear Secure, Inc.

NYSE:YOU Stok Raporu

Piyasa değeri: US$7.9b

Clear Secure Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 3/6

Clear Secure yıllık ortalama 56.6% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 22.4% annual. Gelirler growing yılda ortalama 28.1% oranında artmaktadır. Clear Secure'in özkaynak karlılığı 87% ve net marjı 13%'dir.

Anahtar bilgiler

56.63%

Kazanç büyüme oranı

16.01%

EPS büyüme oranı

Software Sektör Büyümesi17.33%
Gelir büyüme oranı28.14%
Özkaynak getirisi87.04%
Net Marj13.00%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

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.
Seeking Alpha • Mar 25

Clear Secure: This Identity Verification Company Hits Another Inflection Point

Summary Clear Secure has surged 115% since my February 2025 Buy call, driven by enterprise traction and technological upgrades. YOU's Medicare contract and expanding B2B partnerships position it as a leading US digital identity provider. Management raised 2026 guidance: $440M+ free cash flow, robust revenue growth, and margin expansion from ENVE pods, eGate, and the new app. With shares now expensive and insider selling post-earnings, I rate YOU a Hold; I would consider adding more in the mid-40s. Read the full article on Seeking Alpha
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.
Analiz Makalesi • Jul 04

Benign Growth For Clear Secure, Inc. (NYSE:YOU) Underpins Its Share Price

With a price-to-earnings (or "P/E") ratio of 15.3x Clear Secure, Inc. ( NYSE:YOU ) may be sending bullish signals at...
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 Alpha
Seeking 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 Alpha
Seeking Alpha • Mar 12

Analyzing Clear Secure's Latest Quarterly Report, Here's Why I Rate It A Buy

Summary Clear Secure's Q4 2024 earnings showed impressive growth, with revenues up 20.7%, free cash flow up 48%, and net income up significantly from last year. Despite strong financials, CLEAR Plus member retention and usage rates declined, indicating potential issues with customer engagement and platform utilization. Management is diversifying revenue streams through partnerships with Uber and Epic, and expanding CLEAR Plus to more airports. Given the strong balance sheet, undemanding valuation, and promising growth, I now rate YOU stock as a careful Buy, despite risks of further retention rate drops and economic downturns. Read the full article on Seeking Alpha
Seeking Alpha • Feb 26

Clear Secure: Is This Identity Verification Company At An Inflection Point?

Summary Clear Secure's stock has fallen 31% since November due to disappointing Q3 earnings and membership attrition, but new growth drivers may provide upside. Partnerships with LinkedIn, Okta, and Uber bolster the company's CLEAR Verify enterprise segment, which may soon overtake its Clear Plus segment as the dominant revenue stream. Clear's innovative new EnVe pods promise a far faster, more seamless identity verification than their prior kiosks. Despite high short interest, Clear Secure's enterprise growth and new technologies could trigger a sharp stock rebound, making it a speculative buy. Read the full article on Seeking Alpha
User avatar
Yeni Anlatı • Jan 29

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.
Yeni Anlatı • Jan 28

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.
Seeking Alpha • Jan 26

Clear Secure: A Bullish Case Amid Market Doubt

Summary Despite its recent selloff, Clear Secure's revenue growth and prudent financial management support my continued 'Buy' rating. Clear Verified's potential to drive higher quality revenue and long-term growth makes it a key future value driver. High short interest presents risks but also potential upside, creating an attractive entry point for long-term investors. Read the full article on Seeking Alpha
Yeni Anlatı • Jan 13

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-
Seeking Alpha • Dec 31

Clear Secure: Clearly Mixed Sentiment, Though Remaining Bullish

Summary Clear Secure, Inc. offers biometric identity verification services, rapidly growing in the airline industry and beyond. Despite 20%+ revenue growth and ~25% adjusted EBITDA margin, recent trends show decelerating growth and lower retention, signaling potential future revenue challenges. The stock is relatively cheap at 11x forward adjusted EBITDA, but near-term fundamentals need improvement for bullish sentiment to strengthen. Long-term potential remains, but patient investors may find better entry points on pullbacks, particularly if the stock dips to the low-$20s. Read the full article on Seeking Alpha
Seeking Alpha • Nov 25

Clear Secure: Long-Term Growth Limited By Potentially Unstable Business Model

Summary Clear Secure's sharp decline in post-Q3 earnings is due to slowing customer growth and declining net member retention despite solid sales growth and profitability. The company's focus on profitability over customer acquisition and retention may hinder long-term growth, especially with regulatory risks. Clear Secure must diversify beyond airport security to unlock its full potential, but its current strategy seemingly prioritizes short-term shareholder value. While YOU has substantial sales growth and a low forward P/E ratio, given its rising profitability, its business model and management focus raise long-term growth concerns. In my view, the company must prove that it is not a "fast pass" that benefits from price discrimination but actually fulfills an identification need, particularly outside of airports. Read the full article on Seeking Alpha
Seeking Alpha • Nov 09

Clear Secure: Did The Market Overreact To Q3 Earnings?

Summary Clear Secure continues to exhibit strong revenue growth, with a 23.7% increase in Q3 and a 28.8% year-over-year rise, driven by new members and price increases. Despite a slight EPS miss, Clear's ability to raise prices with minimal churn and their 25% dividend increase demonstrate prudent financial management and shareholder commitment. Clear's B2B partnerships, such as with Uber, enhance revenue quality and create a competitive moat, crucial for sustained growth and reduced customer churn. The market's negative reaction to Q3 earnings is seen as an overreaction; I maintain a 'Buy' rating for long-term investors due to Clear's robust growth prospects. Read the full article on Seeking Alpha

Gelir ve Gider Dağılımı

Clear Secure nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NYSE:YOU Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 2694212329873
31 Dec 2590110928772
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

Kaliteli Kazançlar: YOU yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: YOU 'nin mevcut net kar marjları (13%) geçen yılın (22%) değerinden daha düşüktür.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: YOU şirketinin kazançları son 5 yılda yılda 56.6% oranında önemli ölçüde arttı.

Büyüme Hızlandırma: YOU 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.

Kazançlar vs. Sektör: YOU geçtiğimiz yıl negatif kazanç büyümesine ( -30.5% ) sahipti ve bu da onu Software sektör ortalamasıyla ( 11.7% ) karşılaştırmayı zorlaştırıyordu.

Özkaynak Getirisi

Yüksek ROE: YOU 'nin Özsermaye Getirisi ( 87% ) ödenmemiş olarak değerlendirilmektedir.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/19 15:42
Gün Sonu Hisse Fiyatı2026/05/19 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Wyatt SwansonD.A. Davidson & Co.
Eric SheridanGoldman Sachs
Eric SheridanGoldman Sachs