Fastly, Inc. (FSLY) vs CLEAR Secure, Inc. (YOU)
Fastly, Inc. and CLEAR Secure, Inc. are both Software Application companies. CLEAR Secure, Inc. is the larger, with a market value of $5.2B against $4.4B — 1.2× the size. Fastly, Inc. has negative trailing earnings, so its P/E is not meaningful; CLEAR Secure, Inc. trades at 26.6×. Fastly, Inc. grew revenue faster over the last twelve months: 20.4% against 19.8%. CLEAR Secure, Inc. has the higher net margin (14.8% vs −11.8%) and the higher return on invested capital (0.00% vs −5.26%). Across the 20 metrics below, CLEAR Secure, Inc. leads on 16 and Fastly, Inc. on 4.
Valuation
Profitability
| Metric | FSLY | YOU | Software Application median |
|---|---|---|---|
| Gross margin | 61.47% | 66.66% | 67.03% |
| Operating margin | (11.96%) | 25.13% | 0.00% |
| Net margin | (11.80%) | 14.78% | 0.00% |
| Free cash flow margin | 5.01% | 50.80% | 4.32% |
| Return on equity | (8.39%) | 79.97% | 0.00% |
| Return on assets | (5.47%) | 10.72% | 0.00% |
| Return on invested capital | (5.26%) | 0.00% | 0.00% |
Growth
Health
Dividend
Size
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