Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
YOU
BuyFallen FavouriteFLAGClear Secure, Inc. · Technology · United States · $5.9B · Avg Vol: $75M/d
Clear Secure has strong quality at Q78 and M71 with an active buyback, but value at V39 is below the calibrated floor, insiders sold 0.52% of shares outstanding, and a 2.8% EPS cut is on file. Three separate negatives alongside a failing valuation leg.
COMPANY DESCRIPTION
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% | 1.48 | 1.55 | 1.92 | 29.9% |
| 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 | — | — | — | — | — |
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) | $5.9B | 77 | Buy |
| QTWO | Q2 Holdings, Inc. | $4.1B | 79 | Buy |
| DAVE | Dave Inc. | $4.8B | 86 | Strong Buy |
| APPF | AppFolio, Inc. | $8.3B | 72 | Buy |
| NATL | NCR Atleos Corporation | $3.4B | 79 | Buy |
| PTRN | Pattern Group Inc. | $4.2B | 70 | Buy |
| IDCC | InterDigital, Inc. | $8.6B | 70 | Buy |
| LYFT | Lyft, Inc. | $6.7B | 64 | Hold |
| GRND | Grindr Inc. | $2.7B | 79 | Buy |
| DOCU | DocuSign, Inc. | $9.3B | 85 | Strong Buy |
Peer medians: ROE 4.6% · P/E 35.3x · Gross margin 51.1%