(YOU) Clear Secure - Overview

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US18467V1098

Stock: Secure Identity, Airport Access, Digital ID, Travel Services

Total Rating 73
Risk 40
Buy Signal 0.28
Software - Application +31.7
Application Software +32.7
Market Cap: 6,558m
Avg Trading Vol: 52.8M USD
ATR: 5.05%
Peers RS (IBD): 98.1
Risk 5d forecast
Volatility 46.6%
Relative Tail Risk -10.3%
Reward TTM
Sharpe Ratio 1.28
Alpha 81.85
Character TTM
Beta 0.149
Beta Downside -0.525
Drawdowns 3y
Max DD 42.21%
CAGR/Max DD 0.59

EPS (Earnings per Share)

EPS (Earnings per Share) of YOU over the last years for every Quarter: "2021-03": -0.16, "2021-06": -0.03, "2021-09": -0.23, "2021-12": -0.09, "2022-03": -0.03, "2022-06": -0.0889, "2022-09": 0.05, "2022-12": 0.14, "2023-03": 0.06, "2023-06": 0.15, "2023-09": 0.21, "2023-12": 0.17, "2024-03": 0.28, "2024-06": 0.34, "2024-09": 0.3, "2024-12": 0.9, "2025-03": 0.343, "2025-06": 0.369, "2025-09": 0.29, "2025-12": 0.4622,
EPS CAGR: 67.39%
EPS Trend: 77.9%
Last SUE: 0.86
Qual. Beats: 1

Revenue

Revenue of YOU over the last years for every Quarter: 2021-03: 50.558, 2021-06: 55.178, 2021-09: 67.558, 2021-12: 80.659, 2022-03: 90.539, 2022-06: 102.723, 2022-09: 115.919, 2022-12: 128.253, 2023-03: 132.356, 2023-06: 149.871, 2023-09: 160.387, 2023-12: 170.965, 2024-03: 179.049, 2024-06: 186.745, 2024-09: 198.424, 2024-12: 206.27, 2025-03: 211.368, 2025-06: 219.467, 2025-09: 229.193, 2025-12: 240.751,
Rev. CAGR: 29.80%
Rev. Trend: 97.3%
Last SUE: 4.00
Qual. Beats: 13

Description: YOU Clear Secure March 05, 2026

Clear Secure, Inc. (YOU) operates a secure identity platform in the US under the CLEAR brand. The company primarily focuses on identity verification and streamlined access solutions.

Its core offering, CLEAR Plus, is a subscription service for expedited airport security. This business model relies on recurring revenue from individual subscribers. The company also provides various related services, including airport reservation systems, digital ID solutions, and B2B identity verification tools, expanding its reach beyond consumer travel.

The identity verification market is experiencing growth driven by increased demand for secure and efficient access across multiple sectors. To understand YOUs competitive landscape and market share, further research on ValueRay is recommended.

Piotroski VR‑10 (Strict, 0-10) 8.0

Net Income: 244.0m TTM > 0 and > 6% of Revenue
FCF/TA: 0.26 > 0.02 and ΔFCF/TA 2.61 > 1.0
NWC/Revenue: 0.52% < 20% (prev 2.49%; Δ -1.96% < -1%)
CFO/TA 0.29 > 3% & CFO 372.5m > Net Income 244.0m
Net Debt (-85.7m) to EBITDA (232.3m): -0.37 < 3
Current Ratio: 1.01 > 1.5 & < 3
Outstanding Shares: last quarter (97.3m) vs 12m ago -17.62% < -2%
Gross Margin: 85.81% > 18% (prev 0.64%; Δ 8517 % > 0.5%)
Asset Turnover: 72.11% > 50% (prev 64.48%; Δ 7.63% > 0%)
Interest Coverage Ratio: -23.68 > 6 (EBITDA TTM 232.3m / Interest Expense TTM -8.35m)

Altman Z'' 1.50

A: 0.00 (Total Current Assets 764.6m - Total Current Liabilities 759.9m) / Total Assets 1.30b
B: 0.09 (Retained Earnings 119.8m / Total Assets 1.30b)
C: 0.16 (EBIT TTM 197.7m / Avg Total Assets 1.25b)
D: 0.11 (Book Value of Equity 120.6m / Total Liabilities 1.10b)
Altman-Z'' Score: 1.50 = BB

Beneish M -1.44

DSRI: 3.22 (Receivables 1.93m/511.0k, Revenue 900.8m/770.5m)
GMI: 0.74 (GM 85.81% / 63.51%)
AQI: 0.95 (AQ_t 0.29 / AQ_t-1 0.31)
SGI: 1.17 (Revenue 900.8m / 770.5m)
TATA: -0.10 (NI 244.0m - CFO 372.5m) / TA 1.30b)
Beneish M-Score: -1.44 (Cap -4..+1) = D

What is the price of YOU shares?

As of March 07, 2026, the stock is trading at USD 46.18 with a total of 1,155,924 shares traded.
Over the past week, the price has changed by -5.06%, over one month by +36.79%, over three months by +42.29% and over the past year by +86.92%.

Is YOU a buy, sell or hold?

Clear Secure has received a consensus analysts rating of 3.25. Therefor, it is recommend to hold YOU.
  • StrongBuy: 1
  • Buy: 2
  • Hold: 4
  • Sell: 0
  • StrongSell: 1

What are the forecasts/targets for the YOU price?

Issuer Target Up/Down from current
Wallstreet Target Price 48 3.9%
Analysts Target Price 48 3.9%

YOU Fundamental Data Overview March 03, 2026

P/E Trailing = 29.3012
P/S = 7.2804
P/B = 32.0136
Revenue TTM = 900.8m USD
EBIT TTM = 197.7m USD
EBITDA TTM = 232.3m USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = -85.7m USD (from netDebt column, last quarter)
Enterprise Value = 5.86b USD (6.56b + (null Debt) - CCE 700.2m)
Interest Coverage Ratio = -23.68 (Ebit TTM 197.7m / Interest Expense TTM -8.35m)
EV/FCF = 17.07x (Enterprise Value 5.86b / FCF TTM 343.1m)
FCF Yield = 5.86% (FCF TTM 343.1m / Enterprise Value 5.86b)
FCF Margin = 38.09% (FCF TTM 343.1m / Revenue TTM 900.8m)
Net Margin = 27.09% (Net Income TTM 244.0m / Revenue TTM 900.8m)
Gross Margin = 85.81% ((Revenue TTM 900.8m - Cost of Revenue TTM 127.8m) / Revenue TTM)
Gross Margin QoQ = none% (prev 65.35%)
Tobins Q-Ratio = 4.49 (Enterprise Value 5.86b / Total Assets 1.30b)
Interest Expense / Debt = unknown (Interest Expense 7.55m / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 156.2m (EBIT 197.7m * (1 - 21.00%))
Current Ratio = 1.01 (Total Current Assets 764.6m / Total Current Liabilities 759.9m)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = -0.37 (Net Debt -85.7m / EBITDA 232.3m)
Debt / FCF = -0.25 (Net Debt -85.7m / FCF TTM 343.1m)
Total Stockholder Equity = 141.1m (last 4 quarters mean from totalStockholderEquity)
RoA = 19.53% (Net Income 244.0m / Total Assets 1.30b)
RoE = 172.9% (Net Income TTM 244.0m / Total Stockholder Equity 141.1m)
RoCE = 36.38% (EBIT 197.7m / Capital Employed (Total Assets 1.30b - Current Liab 759.9m))
RoIC = 121.2% (NOPAT 156.2m / Invested Capital 128.9m)
WACC = 6.46% (E(6.56b)/V(6.56b) * Re(6.46%) + (debt-free company))
Discount Rate = 6.46% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Shares Correlation 3-Years: 33.33 | Cagr: 3.18%
[DCF] Terminal Value 86.45% ; FCFF base≈319.2m ; Y1≈393.8m ; Y5≈670.6m
[DCF] Fair Price = 169.2 (EV 16.40b - Net Debt -85.7m = Equity 16.48b / Shares 97.4m; r=6.46% [WACC]; 5y FCF grow 25.0% → 2.90% )
EPS Correlation: 77.90 | EPS CAGR: 67.39% | SUE: 0.86 | # QB: 1
Revenue Correlation: 97.29 | Revenue CAGR: 29.80% | SUE: 4.0 | # QB: 13
EPS next Quarter (2026-06-30): EPS=0.42 | Chg7d=-0.046 | Chg30d=-0.046 | Revisions Net=-2 | Analysts=4
EPS current Year (2026-12-31): EPS=1.89 | Chg7d=-0.091 | Chg30d=-0.091 | Revisions Net=+1 | Growth EPS=+44.8% | Growth Revenue=+16.8%
EPS next Year (2027-12-31): EPS=2.81 | Chg7d=-0.307 | Chg30d=-0.307 | Revisions Net=+1 | Growth EPS=+48.2% | Growth Revenue=+14.4%
[Analyst] Revisions Ratio: -1.00 (0 Up / 2 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 4.5% (Discount Rate 7.9% - Earnings Yield 3.4%)
[Growth] Growth Spread = +12.7% (Analyst 17.2% - Implied 4.5%)

Additional Sources for YOU Stock

Fund Manager Positions: Dataroma | Stockcircle