CLEAR Secure, Inc. YOU

39.60 1.05 2.72% as of 25 Sep
Market cap
$5.2B
P/E
26.6×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 191.05
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 1 4 1 3 6 — 2 7 6 2 3
Insider Ownership 5.27%

Capital & Financial Ratios

Market Cap 5,170.00
Revenue 1,000.70
Net Income 220.38
Free Cash Flow 508.39
Net Debt (959.27)
Current Ratio 1.04
Debt/Equity 0.00
P/E ratio 26.58
P/S ratio 3.99
P/B ratio 16.42
Past 5Y EPS Growth —
This Y EPS Growth 63.39%
Next Y EPS Growth 20.04%
Next 5Y EPS Growth 36.75%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate 0.28
Annual Dividend Yield 0.83%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 Powerpack
2025 Powerpack
2024 Powerpack
2023 0.07
0.20
0.07
2022 0.00
0.25
2021 Powerpack
2020 Powerpack
2019 Powerpack
2018 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 723 609 700 959
Receivables 1 1 2 1
Inventory — — — —
Other — — — —
770 662 765 1,024
2023 2024 2025 Q'26
Payables 12 18 7 6
ST’ Debt — — — —
Other — — — —
552 643 760 984
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — 31.30% 27.22%
Cash Flow — 0.00% 30.31%
Earnings — 0.00% 0.00%
Book Value — 0.00% (26.32%)

Revenue

Mar Jun Sep Dec Year
’26 253 278 — — —
’25 211 219 229 241 901
’24 179 187 198 206 770
’23 132 150 160 171 614
’22 91 103 116 128 437
’21 51 55 68 81 254
’20 61 60 56 53 231
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 190 201 — — —
’25 98 123 (47) 198 372
’24 80 115 (36) 137 296
’23 61 75 (5) 94 225
’22 25 51 13 79 168
’21 0 3 35 32 70
’20 (42) (3) 17 16 (12)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 185 189 — — —
’25 91 118 (53) 187 343
’24 77 110 (38) 134 283
’23 51 67 (9) 90 199
’22 19 41 5 71 136
’21 (9) (3) 28 26 41
’20 (46) (6) 14 9 (29)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.38 0.49 — — —
’25 0.26 0.26 0.29 0.31 1.12
’24 0.20 0.26 0.25 0.83 1.56
’23 (0.06) 0.04 0.17 0.15 0.31
’22 (0.13) (0.09) (0.44) (0.13) (0.80)
’21 (0.09) (0.03) (0.23) (0.22) (0.48)
’20 (0.35) 0.15 0.08 0.06 (0.06)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell
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
— — — — 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
— — — (54) (9) (115) (117) 51 67 206
EBT
— — — (28.20%) (4.03%) (45.26%) (26.86%) 8.25% 8.65% 22.88%
EBT Margin
— 0 — (54) (9) (115) (115) 50 225 168
Net Income
— — — 7 9 13 16 8 19 33
Depreciation
— — — 1.31 1.57 3.32 5.33 6.77 8.21 9.39
Revenue/Sh
— — — (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
— — — (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
— — — 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
— — — 9.90 9.90 7.03 3.62 1.84 2.46 2.96
EV/Sales
— — — 206.24 206.24 43.85 11.61 5.68 6.68 7.78
EV/FCF
— — — 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'
— — — — — — 130 — — —
Total Debt
— — — (247) (154) (615) (705) (723) (609) (700)
Net Debt
— — — (283) (487) 539 511 369 238 204
Sh' Equity
— — — (34.01%) (3.38%) (6.91%) (7.09%) 2.70% 15.15% 8.74%
ROA
— — — 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
ROIC
— — — 14.08% 2.42% (137.27%) (12.49%) 6.39% 55.89% 49.36%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

CLEAR Secure, Inc. peers in Software Application

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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.

Source: company filings (standardised) and stockrow calculations.

CLEAR Secure, Inc. (YOU) Latest News

News by impact score

Fine-tune

25 Sep

3

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

3

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

3

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

4

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

3

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

3

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

4 transcript

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

3 transcript

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

3

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.

3

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.

3

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

4

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.

4

CLEAR Secure shares climb after earnings beat and stronger outlook. Earnings beat combined with raised outlook drives share gains and improves growth trajectory.

4

CLEAR Secure, Inc. released second quarter 2026 financial results. Quarterly earnings releases directly affect stock valuation and investor outlook.

3

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.

3

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.

3

Clear Secure beat Q2 earnings and revenue estimates. Q2 earnings and revenue beat signals improved financial performance for Clear Secure.

3 Jul

3

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

3

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.

3

Clear Secure (YOU) upgraded to Strong Buy rating. Analyst upgrade to Strong Buy may lift short-term investor sentiment and trading activity.

29 Jun

3

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

3

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

3

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

4

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.

3

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

3

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.

3

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

3

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

3

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

3

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.

stockrow.com/YOU · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com