Clear Secure, Inc.

YOU • Software - Application

$44.33

▼ -0.26 (-0.58%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL FAVORABLEAtractivaConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Alta calidad del negocio, con crecimiento y flujo de caja que respaldan el caso. La valoración todavía importa, pero el historial de ratios es favorable.

Capitalización

$4.52B

Crecimiento

39.0%

Flujo de caja

5/5

Tendencia

Stable

Evidencia

Márgenes estables o en mejora · 12.1%Crecimiento positivo de ingresos · 30.2%Flujo de caja libre positivo · 3.6Flujo de caja libre consistente · 5/5Nivel de deuda manejable · 0

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 7 ago 2026, 12:41 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$44.33

Change-0.58%

Shares Out102.04M

Market Cap$4.52B

Enterprise Value$3.56B

52W Range29.43 - 69.07

Beta1.06

P/E26.59

P/S4.52

P/B21.93

P/FCF8.90

EV/Sales3.56

Price$44.33

Change-0.58%

Shares Out102.04M

Market Cap$4.52B

Enterprise Value$3.56B

52W Range29.43 - 69.07

Beta1.06

P/E26.59

P/S4.52

P/B21.93

P/FCF8.90

EV/Sales3.56

EV/EBITDA11.02

EV/FCF7.01

Earnings Yield3.76%

FCF Yield11.24%

Dividend Yield1.70%

Gross Margin85.81%

Oper. Margin20.70%

Profit Margin12.12%

Debt/Eq0.00

Current Ratio1.01

Quick Ratio1.01

Revenue 5Y38.97%

FCF 5Y169.09%

Target$61.75

Target Upside39.30%

Target Median$61.00

Target Range55.00 - 70.00

Volume1.74M

Avg Volume1.42M

EPS Surprise0.03

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

80/100

Fortaleza financiera

Deuda, caja, estabilidad

44/100

Potencial de crecimiento

Ingresos y expansión

95/100

Atractivo del precio

Barata o cara hoy

58/100

Por qué este puntaje▼

Márgenes estables o en mejora · 12.1%Crecimiento positivo de ingresos · 30.2%Flujo de caja libre positivo · 3.6Flujo de caja libre consistente · 5/5Nivel de deuda manejable · 0

Analyst view

Analyst sentiment and price target

YOU

Analyst sentiment

Based on 9 analyst votes · 2026-09-05

67/100

Neutral

Bullish

Hold

Bearish

Precio objetivo

2026-08-07

Bajo

$55.00

Promedio

$61.75

Mediana

$61.00

Alto

$70.00

Resumen de la compañía

IPO: 6/30/2021

Industria: Software - Application

P/B i: 21.93

Deuda / Patrimonio i: 0.00

Margen operativo: 20.70%

Margen neto: 12.12%

ROE i: -

ROIC: -

Salud financiera

Puntaje9 / 20

Deuda / Patrimonio: 0.00

Ratio corriente: 1.01

Ratio rápido: 1.01

Estado: Moderate

Transacciones internas

Actividad reciente de ejecutivos e insiders

⚠ 6 venta interna de alto volumens detectadas

Scher Peter

Transacción: 08/01/2026

VENTA

Cambio

-5,636

Precio

Not reported

Presentación

08/03/2026

Tipo

VENTA

Scher Peter

Transacción: 08/01/2026

COMPRA

Cambio

+5,636

Precio

Not reported

Presentación

08/03/2026

Tipo

COMPRA

Hsu Jennifer

Transacción: 08/01/2026

COMPRA

Cambio

+18,208

Precio

Not reported

Presentación

08/03/2026

Tipo

COMPRA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
Scher Peter	VENTA	-5,636	Not reported	08/01/2026	08/03/2026
Scher Peter	COMPRA	+5,636	Not reported	08/01/2026	08/03/2026
Hsu Jennifer	COMPRA	+18,208	Not reported	08/01/2026	08/03/2026
O'Hare Robert	OTRO	0	Not reported	07/30/2026	07/30/2026
O'Hare Robert	COMPRA	+8,751	Not reported	07/30/2026	07/30/2026
Alclear Investments, LLC	COMPRA	+28,603	Not reported	07/17/2026	07/17/2026
Alclear Investments, LLC	VENTA	-28,603	Not reported	07/17/2026	07/17/2026
Alclear Investments, LLC	VENTA	-28,603	Not reported	07/17/2026	07/17/2026
Seidman Becker Caryn	COMPRA	+28,603	Not reported	07/17/2026	07/17/2026
Seidman Becker Caryn	VENTA	-28,603	Not reported	07/17/2026	07/17/2026
Seidman Becker Caryn	VENTA	-28,603	Not reported	07/17/2026	07/17/2026
Alclear Investments, LLC	VENTA	-1,300	$54.01	07/15/2026	07/17/2026
Seidman Becker Caryn	VENTA	-1,300	$54.01	07/15/2026	07/17/2026
Alclear Investments, LLC	VENTA	-120,640	Not reported	07/16/2026	07/16/2026
Alclear Investments, LLC	VENTA	-120,640	Not reported	07/16/2026	07/16/2026
Seidman Becker Caryn	VENTA	-120,640	Not reported	07/16/2026	07/16/2026
Seidman Becker Caryn	VENTA	-120,640	Not reported	07/16/2026	07/16/2026
Alclear Investments, LLC	VENTA	-120,640	$53.40	07/14/2026	07/16/2026
Seidman Becker Caryn	VENTA	-120,640	$53.40	07/14/2026	07/16/2026
Alclear Investments, LLC	COMPRA	+100,757	Not reported	07/14/2026	07/15/2026

Sobre la compañía

Clear Secure, Inc.

Clear Secure, Inc. (YOU) operates within the United States, specializing in a secure, identity-verification platform primarily for its members. This sophisticated, multi-layered system handles identity enrollment, verification, and linking processes. Among its offerings is CLEAR Plus, a subscription service for air travelers designed to streamline airport security checks, providing members with more predictable and expedited access to security lanes and a wider network of services. Complementing this is the CLEAR app, a mobile application enabling new users to enroll and existing members to engage with the service conveniently from their personal devices. Furthermore, the company developed Reserve powered by CLEAR, an innovative virtual queuing solution that empowers individuals to manage their waiting times flexibly, whether they're at home or on the go. Its portfolio also includes Atlas Certified, an automated service designed to validate professional licenses and certifications across various sectors by directly interfacing with certifying bodies to provide reliable, up-to-date data on demand. Established in 2010, Clear Secure maintains its corporate headquarters in New York, New York.

Fuente - Link

Competidores

ALRM BLKB BRZE EEFT INTA KC NATL NCNO PAGS RUM

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

A Clear Secure Vice President Sells Over 9,000 Company Shares After a 24% One-Year Return

The transactions involved 9,192 shares with a total value of ~$401,700 based on weighted average pricing. Traded shares were equal to 31% of the equity stake held before the filing.

The Motley Fool

Clear Secure: Beginning To Flex Its Pricing Power

Clear Secure offers a compelling non-AI growth narrative, with strong Q2 results and a recent pullback creating an attractive entry point. YOU posted 27% y/y revenue growth, accelerating membership expansion, and robust pricing power, with 15% y/y CLEAR+ member growth to 8.33 million. Operating leverage is materializing: direct labor costs fell 450bps and adjusted EBITDA margin rose 900bps to 34.6%, with 71% YTD FCF margin.

Seeking Alpha

CrowdStrike Brings CLEAR's Verified Human Identity into the Falcon Platform

CrowdStrike Brings CLEAR's Verified Human Identity into the Falcon Platform PR Newswire AUSTIN, Texas, NEW YORK an

GuruFocus

CrowdStrike Brings CLEAR's Verified Human Identity into the Falcon Platform

Integration helps security teams distinguish trusted users from potential threats and act with greater confidence AUSTIN, Texas, NEW YORK and LAS VEGAS, August 31, 2026 /PRNewswire/ -- CrowdStrike (NASDAQ: CRWD) and CLEAR (NYSE: YOU) today announced a strategic partnership that integrates CLEAR1, CLEAR's secure identity platform, with the CrowdStrike Falcon® platform. Together, CrowdStrike and CLEAR connect threat detection with high-assurance, person-based verification, designed to enable organizations to verify the human behind unusual activity and make more informed security decisions.

PRNewsWire

JPMorgan's Top Consumer Tech Picks: 5 Stocks It Likes Right Now

Shopify Inc. (NASDAQ:SHOP) and Take-Two Interactive Software Inc. (NASDAQ:TTWO) remain JPMorgan's highest-conviction consumer technology investments, but the New York-based bank says investors shouldn't overlook a handful of smaller companies benefiting from long-term trends including artificial intelligence, digital transformation and expanding online marketplaces.

Benzinga

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-05-06	0.35	0.38	0.03
2026-02-25	0.31	0.31	0
2025-11-06	0.27	0.29	0.02
2025-08-05	0.23	0.26	0.03
2025-05-08	0.3	0.32	0.02
2025-02-26	0.28	0.9	0.62
2024-11-07	0.33	0.3	-0.03
2024-08-06	0.26	0.34	0.08
2024-05-08	0.17	0.28	0.11
2024-02-28	0.16	0.17	0.01
2023-11-08	0.11	0.21	0.1
2023-08-02	0.07	0.15	0.08