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Technology - Software - Application - NYSE - US
$ 24.55
-1.37 %
$ 2.36 B
Market Cap
15.74
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one YOU stock under the worst case scenario is HIDDEN Compared to the current market price of 24.6 USD, Clear Secure, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one YOU stock under the base case scenario is HIDDEN Compared to the current market price of 24.6 USD, Clear Secure, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one YOU stock under the best case scenario is HIDDEN Compared to the current market price of 24.6 USD, Clear Secure, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart YOU

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$38.0$38.0$36.0$36.0$34.0$34.0$32.0$32.0$30.0$30.0$28.0$28.0$26.0$26.0$24.0$24.0$22.0$22.0$20.0$20.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
770 M REVENUE
25.57%
123 M OPERATING INCOME
511.73%
225 M NET INCOME
351.56%
296 M OPERATING CASH FLOW
31.39%
114 M INVESTING CASH FLOW
833.67%
-402 M FINANCING CASH FLOW
-85.90%
206 M REVENUE
3.95%
34.1 M OPERATING INCOME
-2.88%
117 M NET INCOME
77.22%
137 M OPERATING CASH FLOW
480.87%
-34.2 M INVESTING CASH FLOW
-28.14%
-68.4 M FINANCING CASH FLOW
25.76%
Balance Sheet Clear Secure, Inc.
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Current Assets 662 M
Cash & Short-Term Investments 609 M
Receivables 511 K
Other Current Assets 52.2 M
Non-Current Assets 533 M
Long-Term Investments 7 M
PP&E 166 M
Other Non-Current Assets 360 M
51.01 %4.37 %13.87 %30.12 %Total Assets$1.2b
Current Liabilities 643 M
Accounts Payable 18 M
Short-Term Debt 6.16 M
Other Current Liabilities 619 M
Non-Current Liabilities 314 M
Long-Term Debt 115 M
Other Non-Current Liabilities 199 M
64.67 %12.03 %20.78 %Total Liabilities$957.0m
EFFICIENCY
Earnings Waterfall Clear Secure, Inc.
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Revenue 770 M
Cost Of Revenue 281 M
Gross Profit 489 M
Operating Expenses 366 M
Operating Income 123 M
Other Expenses -102 M
Net Income 225 M
800m800m700m700m600m600m500m500m400m400m300m300m200m200m100m100m00770m(281m)489m(366m)123m102m225mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
63.51% GROSS MARGIN
63.51%
15.99% OPERATING MARGIN
15.99%
22.02% NET MARGIN
22.02%
85.54% ROE
85.54%
14.20% ROA
14.20%
74.64% ROIC
74.64%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Clear Secure, Inc.
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300m300m250m250m200m200m150m150m100m100m50m50m00(50m)(50m)202020202021202120222022202320232024202420252025
Net Income 225 M
Depreciation & Amortization 26.5 M
Capital Expenditures -12 M
Stock-Based Compensation 35.3 M
Change in Working Capital 174 M
Others 172 M
Free Cash Flow 284 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Clear Secure, Inc.
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Wall Street analysts predict an average 1-year price target for YOU of $29.7 , with forecasts ranging from a low of $20 to a high of $45 .
YOU Lowest Price Target Wall Street Target
20 USD -18.53%
YOU Average Price Target Wall Street Target
29.7 USD 20.84%
YOU Highest Price Target Wall Street Target
45 USD 83.30%
Price
Max Price Target
Min Price Target
Average Price Target
4545404035353030252520201515May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.69% DIVIDEND YIELD
0.395 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
1.2001.2001.0001.0000.8000.8000.6000.6000.4000.4000.2000.2000.0000.0000.090.320.3950.20.10.070.10.250.610.641.160.1250.520.0020222022202320232024202420252025
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5. COMPETITION
slide 2 of 19
6. Ownership
Insider Ownership Clear Secure, Inc.
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Sold
0-3 MONTHS
75 K USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
65.9 M USD 6
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
99.9 USD 1
9-12 MONTHS
7. News
Clear Secure Stock Rises 11% in a Month: Is it a Good Time to Invest? YOU's strategic partnerships, innovative platform and strong growth across industries position it for continued success, driving expansion and enhancing market leadership. zacks.com - 2 weeks ago
Clear Secure (YOU) Stock Dips While Market Gains: Key Facts Clear Secure (YOU) closed at $25.80 in the latest trading session, marking a -0.42% move from the prior day. zacks.com - 2 weeks ago
CLEAR, an Official TSA PreCheck® Enrollment Provider, Expands Enrollment and Renewal Options by Opening a New Location at Salesforce Transit Center in Downtown San Francisco New enrollment location offers convenient option for consumers to enroll or renew in TSA PreCheck New enrollment location offers convenient option for consumers to enroll or renew in TSA PreCheck globenewswire.com - 2 weeks ago
Here's Why Clear Secure (YOU) Fell More Than Broader Market Clear Secure (YOU) concluded the recent trading session at $27.05, signifying a -1.67% move from its prior day's close. zacks.com - 3 weeks ago
CLEAR and American Express Renew Partnership to Provide Premium Travel Experiences at Airports to Card Members NEW YORK, March 25, 2025 (GLOBE NEWSWIRE) -- CLEAR (NYSE: YOU), the secure identity platform, is extending its partnership with American Express for its second one year renewal term. CLEAR and American Express entered into the partnership in 2019, which provides eligible American Express Card Members who enroll in CLEAR, and pay using their qualifying American Express credit cards, up to $199 in annual statement credits for their CLEAR Plus Membership. CLEAR Plus offers Members a faster, more predictable airport experience across its nationwide network by enabling them to verify their identity in seconds with CLEAR's latest face-first technology. globenewswire.com - 3 weeks ago
Investors Heavily Search CLEAR Secure, Inc. (YOU): Here is What You Need to Know Clear Secure (YOU) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock. zacks.com - 3 weeks ago
CLEAR, an Official TSA PreCheck® Enrollment Provider, Expands Enrollment and Renewal Options by Opening New Locations New enrollment locations offer convenient options for consumers to enroll or renew in TSA PreCheck New enrollment locations offer convenient options for consumers to enroll or renew in TSA PreCheck globenewswire.com - 3 weeks ago
Clear Secure (YOU) Crossed Above the 200-Day Moving Average: What That Means for Investors Clear Secure (YOU) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, YOU crossed above the 200-day moving average, suggesting a long-term bullish trend. zacks.com - 1 month ago
CLEAR Secure, Inc. (YOU) is Attracting Investor Attention: Here is What You Should Know Recently, Zacks.com users have been paying close attention to Clear Secure (YOU). This makes it worthwhile to examine what the stock has in store. zacks.com - 1 month ago
CLEAR, an Official TSA PreCheck® Enrollment Provider, Expands Enrollment and Renewal Options by Opening New Simon® Mall Locations New enrollment locations offer convenient option for consumers to enroll or renew in TSA PreCheck New enrollment locations offer convenient option for consumers to enroll or renew in TSA PreCheck globenewswire.com - 1 month ago
Analyzing Clear Secure's Latest Quarterly Report, Here's Why I Rate It A Buy Clear Secure's Q4 2024 earnings showed impressive growth, with revenues up 20.7%, free cash flow up 48%, and net income up significantly from last year. Despite strong financials, CLEAR Plus member retention and usage rates declined, indicating potential issues with customer engagement and platform utilization. Management is diversifying revenue streams through partnerships with Uber and Epic, and expanding CLEAR Plus to more airports. seekingalpha.com - 1 month ago
Clear Secure (YOU) Recently Broke Out Above the 50-Day Moving Average After reaching an important support level, Clear Secure (YOU) could be a good stock pick from a technical perspective. YOU surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend. zacks.com - 1 month ago
8. Profile Summary

Clear Secure, Inc. YOU

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COUNTRY US
INDUSTRY Software - Application
MARKET CAP $ 2.36 B
Dividend Yield 0.69%
Description Clear Secure, Inc. provides a member-centric secure identity platform in the United States. The company's secure identity platform is a multi-layered infrastructure consisting of front-end, including enrollment, verification, and linking. It also offers CLEAR Plus, a consumer aviation subscription service, which enables access to predictable entry lanes in airport security checkpoints, as well as access to broader network; and CLEAR app, a consumer-facing digital product that facilitates new user enrollment and member engagement from their mobile device. In addition, the company provides Reserve powered by CLEAR, a virtual queuing technology that provides users with the choice of how they queue either at home or on the move; and Atlas Certified, an automated solution to verify professional licenses and certification data across industries by communicating with certifying organizations for on-demand, current, and trusted data. The company was founded in 2010 and is headquartered in New York, New York.
Contact 65 East 55th Street, New York, NY, 10022 https://www.clearme.com
IPO Date June 30, 2021
Employees 4022
Officers Ms. Caryn Gail Seidman-Becker Chairman & Chief Executive Officer