YOU
Strong BuyUnloved QualityAI neutralClear Secure, Inc. · Technology · United States · $4.7B cap · $84.7M/day traded
$46.07 +1.5% · close 26 Oct · scored 24 Oct
Unloved Quality: Strong and cheap; the market has not turned yet.
Report expected 5 Nov: the next-year EPS estimate has risen 0.6% over the last 14 weeks.
As of 24 Oct 2026, MoatMap's StockRank for Clear Secure, Inc. (YOU) is 83/100, ranked against 24,000+ stocks in 35 markets (Quality 79, Value 51, Momentum 49, each scored against its sector).
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
Clear Secure runs the CLEAR biometric identity network used at US airports and venues, and it reported record free cash flow and margins in the second quarter of 2026. It is expanding beyond travel with corporate memberships and a CrowdStrike partnership that brings its verified identity into the Falcon security platform. The business is asset-light and has network effects, but the shares fell about 6% after the results, insiders sold about 0.58% of shares outstanding over 90 days, and it depends on airport access and government relationships that could change.
ABOUT CLEAR SECURE, INC.
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Clear Secure, Inc. offers an identity verification platform that uses biometrics to provide expedited security screening services, primarily for travelers at airports and, increasingly, at sports and entertainment venues. The company benefits from a network effect within its expanding footprint of partner locations and a subscription-based revenue model, establishing a strong niche in enhancing convenience and security. Its proprietary technology and growing user base create a significant barrier to entry for competitors.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 437.4M | 613.6M | 770.5M | 900.8M | 27.2% | 1.0B | 1.1B | 1.3B | 18.8% |
| EPS | -0.48 | -0.80 | 0.31 | 1.81 | 1.14 | 91.8% | 1.49 | 1.56 | 1.94 | 30.5% |
| Shares | — | 88.7M | 92.7M | 97.5M | 98.3M | +10.9% | 102.9M | — | — | — |
| Debt | — | 130.1M | 127.4M | 121.3M | 112.3M | -4.8% | 109.8M | — | — | — |
| Equity | — | 291.1M | 233.3M | 198.4M | 177.7M | -15.2% | — | — | — | — |
| Op CF | — | 168.3M | 225.0M | 295.7M | 372.5M | 30.3% | 542.6M | — | — | — |
| Inv CF | — | -359.6M | -15.5M | 113.8M | -97.1M | — | — | — | — | — |
| Fin CF | — | -48.9M | -216.0M | -401.5M | -257.3M | — | — | — | — | — |
No clear trend: not near its 52-week low, and not in a steady uptrend.
Swung more than 76% of stocks we rank over the past year (61% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of YOU are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| YOU | Clear Secure, Inc.(you) | $4.7B | 83 | Strong Buy |
| NATL | NCR Atleos Corporation | $3.5B | 82 | Strong Buy |
| DAVE | Dave Inc. | $4.5B | 89 | Strong Buy |
| FRSH | Freshworks Inc. | $4.0B | 87 | Strong Buy |
| QTWO | Q2 Holdings, Inc. | $4.3B | 88 | Strong Buy |
| WK | Workiva Inc. | $4.7B | 73 | Buy |
| APPF | AppFolio, Inc. | $7.5B | 80 | Buy |
| AGYS | Agilysys, Inc. | $3.4B | 76 | Buy |
| ALRM | Alarm.com Holdings, Inc. | $3.1B | 88 | Strong Buy |
| PLUS | ePlus inc. | $2.5B | 85 | Strong Buy |
Peer medians: ROE 4.7% · P/E 32.7x · Gross margin 52.1%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.