Lyft, Inc. (LYFT) vs CLEAR Secure, Inc. (YOU)

Lyft, Inc. and CLEAR Secure, Inc. are both Software Application companies. CLEAR Secure, Inc. is the larger, with a market value of $7.6B against $6.8B — 1.1× the size. Lyft, Inc. trades at the lower P/E: 2.6× against 28.9×. CLEAR Secure, Inc. grew revenue faster over the last twelve months: 22.9% against 10.8%. Lyft, Inc. has the higher net margin (42.3% vs 16.2%) and the lower return on invested capital (−3.37% vs 0.00%). Across the 20 metrics below, Lyft, Inc. leads on 11 and CLEAR Secure, Inc. on 9.

Valuation

Metric LYFT YOU Software Application median
P/E 2.60 28.90 25.90
P/S 1.00 5.34 3.04
P/B 2.25 43.58 2.60
Price to free cash flow 5.81 12.42 17.17
EV/EBITDA n/m 17.77 15.48
EV/Sales 0.89 4.75 2.89
Earnings yield 38.46% 3.46% 0.00%
Free cash flow yield 17.22% 8.05% 1.98%

Profitability

Metric LYFT YOU Software Application median
Gross margin 45.52% 67.46% 66.89%
Operating margin (1.77%) 26.47% 0.00%
Net margin 42.32% 16.23% 0.00%
Free cash flow margin 17.30% 43.03% 5.77%
Return on equity 152.58% 116.55% 0.00%
Return on assets 39.59% 14.47% 0.00%
Return on invested capital (3.37%) 0.00% 0.00%

Growth

Metric LYFT YOU Software Application median
Revenue growth (TTM) 10.81% 22.86% 12.27%
EPS growth (last fiscal year) 11,250.00% (28.21%) 32.11%
Revenue growth, 5-year CAGR 21.71% 31.30% 14.34%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric LYFT YOU Software Application median
Debt to equity 0.33 0.00 0.02
Current ratio 0.59 0.99 1.53
Net debt to EBITDA 7.05 (3.18) 0.09

Dividend

Metric LYFT YOU Software Application median
Dividend yield — — 1.10%
Payout ratio — — 0.28

Size

Metric LYFT YOU Software Application median
Market cap 6.75b 7.61b 487.58m

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