NIQ Global Intelligence plc (NIQ) vs CLEAR Secure, Inc. (YOU)

NIQ Global Intelligence plc and CLEAR Secure, Inc. are both Software Application companies. NIQ Global Intelligence plc and CLEAR Secure, Inc. are of similar size ($5.4B and $5.2B). NIQ Global Intelligence plc has negative trailing earnings, so its P/E is not meaningful; CLEAR Secure, Inc. trades at 26.6×. CLEAR Secure, Inc. grew revenue faster over the last twelve months: 19.8% against 10.4%. CLEAR Secure, Inc. has the higher net margin (14.8% vs −8.01%) and the lower return on invested capital (0.00% vs 1.25%). Across the 19 metrics below, CLEAR Secure, Inc. leads on 13 and NIQ Global Intelligence plc on 6.

Valuation

Metric NIQ YOU Software Application median
P/E n/m 26.58 24.79
P/S 1.20 3.99 2.67
P/B 4.58 16.42 3.01
Price to free cash flow 19.81 7.86 16.59
EV/EBITDA 11.09 10.67 14.40
EV/Sales 1.91 3.03 2.62
Earnings yield (6.84%) 3.76% 0.00%
Free cash flow yield 5.05% 12.72% 1.91%

Profitability

Metric NIQ YOU Software Application median
Gross margin 55.40% 66.66% 67.03%
Operating margin 1.95% 25.13% 0.00%
Net margin (8.01%) 14.78% 0.00%
Free cash flow margin 6.05% 50.80% 4.32%
Return on equity (45.19%) 79.97% 0.00%
Return on assets (5.17%) 10.72% 0.00%
Return on invested capital 1.25% 0.00% 0.00%

Growth

Metric NIQ YOU Software Application median
Revenue growth (TTM) 10.42% 19.77% 12.40%
EPS growth (last fiscal year) 59.15% (28.21%) —
Revenue growth, 5-year CAGR — 31.30% 13.72%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric NIQ YOU Software Application median
Debt to equity 3.09 0.00 0.02
Current ratio 1.09 1.04 1.55
Net debt to EBITDA 4.04 (3.18) 0.06

Dividend

Metric NIQ YOU Software Application median
Dividend yield — 0.83% 1.25%
Payout ratio — 0.00 0.00

Size

Metric NIQ YOU Software Application median
Market cap 5.41b 5.17b 396.11m

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