CLEAR Secure, Inc. YOU
- Market cap
- $5.2B
- P/E
- 26.6×
Follow YOU
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | — | — | 24.02 | 18.79 | 15.28 | 16.05 | 21.67 |
Analyst estimates 2026–2028 Powerpack |
Low Price
|
||
| — | — | — | — | — | 65.70 | 34.80 | 35.00 | 38.88 | 42.29 |
High Price
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|||
| — | — | — | — | 1,646 | 2,251 | 3,056 | 3,698 | 4,022 | 3,301 |
Employees
|
|||
| — | — | — | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Revenue/Emp
|
|||
| — | — | — | 192 | 231 | 254 | 437 | 614 | 770 | 901 |
Revenue
|
|||
| — | — | — | 51.99% | 68.06% | 58.68% | 63.18% | 62.28% | 63.51% | 64.42% |
Gross Margin
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|||
| — | — | — | (54) | (9) | (115) | (117) | 51 | 67 | 206 |
EBT
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| — | — | — | (28.20%) | (4.03%) | (45.26%) | (26.86%) | 8.25% | 8.65% | 22.88% |
EBT Margin
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| — | 0 | — | (54) | (9) | (115) | (115) | 50 | 225 | 168 |
Net Income
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|||
| — | — | — | 7 | 9 | 13 | 16 | 8 | 19 | 33 |
Depreciation
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|||
| — | — | — | 1.31 | 1.57 | 3.32 | 5.33 | 6.77 | 8.21 | 9.39 |
Revenue/Sh
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| — | — | — | (0.37) | (0.06) | (0.48) | (0.80) | 0.31 | 1.81 | 1.14 |
Earnings/Sh
|
|||
| — | — | — | 0.11 | (0.08) | 0.91 | 2.05 | 2.48 | 3.15 | 3.88 |
Cash Flow/Sh
|
|||
| — | — | — | (0.10) | (0.12) | (0.38) | (0.39) | (0.29) | (0.13) | (0.31) |
Capex/Sh
|
|||
| — | — | — | 0.01 | (0.20) | 0.53 | 1.66 | 2.20 | 3.02 | 3.58 |
Free CF/Sh
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| — | — | — | (1.93) | (3.32) | 7.05 | 6.22 | 4.08 | 2.53 | 2.13 |
Book Value/Sh
|
|||
| — | — | — | 147 | 147 | 77 | 82 | 91 | 94 | 96 |
Shares
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|||
| — | — | — | 2,000.00 | 2,000.00 | 0.00 | 0.00 | 68.13 | 14.97 | 31.32 |
PE Ratio
|
|||
| — | — | — | 10.85 | 10.85 | 9.46 | 5.23 | 3.02 | 3.25 | 3.74 |
PS Ratio
|
|||
| — | — | — | 17.07 | 17.07 | 4.45 | 4.48 | 5.02 | 10.51 | 16.47 |
PB Ratio
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| — | — | — | 9.90 | 9.90 | 7.03 | 3.62 | 1.84 | 2.46 | 2.96 |
EV/Sales
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|||
| — | — | — | 206.24 | 206.24 | 43.85 | 11.61 | 5.68 | 6.68 | 7.78 |
EV/FCF
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| — | — | — | 17 | (12) | 70 | 168 | 225 | 296 | 372 |
Op' Cash Flow
|
|||
| — | — | — | (15) | (17) | (29) | (32) | (26) | (12) | (29) |
Capex
|
|||
| — | — | — | 1 | (29) | 41 | 136 | 199 | 283 | 343 |
FCF
|
|||
| — | — | — | 98 | 26 | 388 | 344 | 218 | 19 | 5 |
Working Cap'
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|||
| — | — | — | — | — | — | 130 | — | — | — |
Total Debt
|
|||
| — | — | — | (247) | (154) | (615) | (705) | (723) | (609) | (700) |
Net Debt
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|||
| — | — | — | (283) | (487) | 539 | 511 | 369 | 238 | 204 |
Sh' Equity
|
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| — | — | — | (34.01%) | (3.38%) | (6.91%) | (7.09%) | 2.70% | 15.15% | 8.74% |
ROA
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|||
| — | — | — | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ROIC
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| — | — | — | 14.08% | 2.42% | (137.27%) | (12.49%) | 6.39% | 55.89% | 49.36% |
ROE
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CLEAR Secure, Inc. peers in Software Application
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|---|---|---|---|
| NAVN Navan, Inc. | $5.1B | 0.0× | Compare |
| NIQ NIQ Global Intelligence plc | $5.4B | 0.0× | Compare |
| LYFT Lyft, Inc. | $5.6B | 2.2× | Compare |
| PEGA Pegasystems Inc. | $5.6B | 17.8× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| TTAN ServiceTitan Inc. | $5.7B | 0.0× | Compare |
| KVYO Klaviyo, Inc. | $4.6B | 849× | Compare |
| FSLY Fastly, Inc. | $4.4B | 0.0× | Compare |
| CVLT CommVault Systems, Inc. | $6.2B | 92.1× | Compare |
CLEAR Secure, Inc. (YOU) key facts
- CLEAR Secure, Inc. (YOU) is a Software Application company in the Technology sector, listed on the New York Stock Exchange.
- CLEAR Secure, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $900.8 million, up 16.9% from fiscal 2024.
- Net income was $168.1 million, or $1.14 per share (basic), a net margin of 12.1%.
- As of September 25, 2026, YOU traded at $39.60, a market capitalization of $5.2 billion.
- At that price the stock trades at 26.6× trailing-twelve-month earnings and 4.0× sales.
- CLEAR Secure, Inc. pays an annual dividend of $0.28 per share, a yield of 0.83%.
- Return on equity was 49.4% and debt-to-equity 0.00.
CLEAR Secure, Inc. (YOU) Latest News
25 Sep
Clear Secure rose 2.72% to $39.60, outpacing the S&P 500, Dow, and Nasdaq. After a roughly 12.6% drop over the past month, earnings and revenue are expected to rise: EPS projected at $0.56 (up 93.1% YoY) and revenue $286.49 million (up 25%). For the full year, consensus calls for EPS of $2.20 and revenue of $1.11 billion (about 96% and 23% growth). Zacks ranks the stock #3 Hold, with a forward P/E of 17.52 versus the industry’s 19.18; the Internet Software industry is mid-pack in the sector. Revisions to analyst forecasts are cited as a sign of near-term momentum and optimism around Clear Secure’s outlook. Positive earnings expectations and revisions could moderately influence near-term sentiment, but long-term impact depends on actual results.
24 Sep
CLEAR Secure, Inc. (YOU) has fallen about 12% in the last month while the S&P 500 rose; the Internet-Software group it belongs to gained roughly 13% in that period. Earnings revisions drive fair value: current-quarter EPS is projected at $0.56 (+93.1% YoY), full-year EPS $2.20 (+96.4%), and next year $2.83 (+28.6%). Revenue for the current quarter is expected at $286.49 million (+25%), with last quarter at $277.76 million and EPS of $0.49, both beating estimates. The company has exceeded consensus revenue in three of the last four quarters. Valuation scores place it at a 'C' in the Value style, and Zacks ranks it #3 (Hold), suggesting near-term performance in line with the market rather than a rally. Positive earnings revisions and solid results imply some near-term price sensitivity, but a Hold rating indicates no clear outperformance.
5 Sep
CLEAR Secure’s profits are soaring while growth signals cool. Soaring profits support near-term performance but cooling growth signals limit broader trajectory changes.
31 Aug
CrowdStrike integrates CLEAR's verified human identity technology into its Falcon cybersecurity platform. Integration into CrowdStrike Falcon expands CLEAR's reach in enterprise security and identity markets.
29 Aug
Clear Secure stock selloff refocuses attention on the company's undervalued status. Selloff highlights potential undervaluation but does not alter core operations or trajectory.
13 Aug
CLEAR Secure's Q2 earnings call featured five analyst questions focused on the company's growth strategies, financial metrics, and operational outlook. Analyst questions during the earnings call highlight strategic and financial priorities that may moderately influence CLEAR Secure's market positioning and investor sentiment.
12 Aug
Clear Secure (YOU) held its Q2 2026 earnings call covering quarterly financial results, operational updates and forward guidance. Earnings results and management commentary directly affect stock price and future expectations.
9 Aug
CLEAR Secure reported Q2 revenue growth and subscriber gains in its earnings call, with management highlighting airport expansion progress, new partnerships, and raised full-year guidance amid steady biometric security demand. Quarterly earnings updates and guidance revisions typically produce moderate short-term stock moves without altering long-term competitive positioning.
6 Aug
CLEAR Secure launches corporate memberships providing seamless travel benefits from home to gate for business travelers. Corporate membership rollout expands CLEAR's reach into business travel segment with potential to lift adoption and revenue moderately.
CLEAR Secure beat earnings expectations and announced a dividend, resulting in a higher valuation for the company. Earnings beat combined with new dividend supports short-term valuation gains but does not alter long-term trajectory.
CLEAR Secure raised free cash flow guidance and announced a dividend, prompting reassessment of the bull case for the stock. Raised guidance and dividend provide positive signals but are unlikely to fundamentally change the company's trajectory.
5 Aug
Clear Secure Inc posted record free cash flow and margins in its Q2 2026 earnings call. Record free cash flow and margins point to strengthened financial performance with potential to lift stock trajectory and investor sentiment.
CLEAR Secure shares climb after earnings beat and stronger outlook. Earnings beat combined with raised outlook drives share gains and improves growth trajectory.
CLEAR Secure, Inc. released second quarter 2026 financial results. Quarterly earnings releases directly affect stock valuation and investor outlook.
Clear Secure, Inc. held its Q2 2026 earnings call, covering quarterly financial results, operational metrics, and forward guidance for the identity verification platform. Quarterly earnings call provides updated financials and outlook that moderately influence near-term investor views but rarely shift long-term strategy.
CLEAR Secure reports strong Q2 CY2026 results, driving a sharp increase in its stock price. Strong quarterly performance lifts near-term market sentiment and supports ongoing growth trajectory.
Clear Secure beat Q2 earnings and revenue estimates. Q2 earnings and revenue beat signals improved financial performance for Clear Secure.
3 Jul
CLEAR Secure integrates CLEAR1 with Amazon Connect to enable identity verification in contact centers. Integration expands CLEAR1 reach into Amazon contact centers with moderate market effects.
2 Jul
Clear Secure (YOU) is positioned as a growth stock based on three reasons supporting its investment potential. Bullish analysis of growth factors can moderately lift near-term investor sentiment and trading activity for YOU.
Clear Secure (YOU) upgraded to Strong Buy rating. Analyst upgrade to Strong Buy may lift short-term investor sentiment and trading activity.
29 Jun
CLEAR Secure partners with AWS to enhance caller verification capabilities in contact centers. AWS partnership expands CLEAR verification services into contact centers with moderate growth potential.
4 Jun
CLEAR Secure launches concierge service amid recent stock gains, prompting valuation reassessment. Concierge launch expands service offerings with moderate potential to affect operations and competitive positioning.
1 Jun
CLEAR Secure launched Concierge Powered by CLEAR at Miami International Airport to improve experiences for international passengers at Florida's busiest airport. Airport-specific service launch expands operations modestly without altering overall trajectory.
26 May
CLEAR Secure partners with Samsung to integrate CLEAR ID into Samsung Wallet for direct secure identity verification access. Samsung partnership expands CLEAR ID reach to massive mobile user base, driving adoption and revenue growth.
Clear Secure shares rise after Samsung digital ID partnership announcement. Samsung digital ID partnership drives Clear Secure share increase with moderate effects on operations.
21 May
Rising earnings estimates may drive CLEAR Secure stock higher by improving investor sentiment and supporting potential share price gains. Rising earnings estimates can moderately lift investor sentiment and share price without fundamentally shifting company trajectory.
Clear Secure shares rose 11.6% after a booking integration deal with Expedia that enables access to CLEAR identity services during travel bookings. Expedia integration broadens CLEAR's travel ecosystem reach with short-term stock gains but leaves core airport operations and competitive positioning largely unchanged.
20 May
CLEAR Secure and GDIT have signed a strategic collaboration agreement to integrate CLEAR's identity verification platform with GDIT's government IT and security solutions, targeting expanded federal and enterprise contracts. The GDIT tie-up adds government-channel reach that can lift CLEAR's contract pipeline and revenue visibility over the medium term.
19 May
CLEAR Secure partners with Expedia to integrate biometric verification and expedited airport processes into the travel booking platform for a seamless passenger experience. Partnership expands CLEAR's distribution through Expedia's large user base and improves visibility in travel services.
16 May
CLEAR Secure beat earnings and advances ongoing airport expansion, triggering a valuation reassessment. Earnings beat plus airport expansion supports revenue growth and competitive positioning without indicating transformative change.