Clear Secure Inc
NYSE:YOU

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Clear Secure Inc Logo
Clear Secure Inc
NYSE:YOU
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Price: 26.06 USD -2.72% Market Closed
Market Cap: 3.6B USD
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Intrinsic Value

The intrinsic value of one YOU stock under the Base Case scenario is 25.52 USD. Compared to the current market price of 26.06 USD, Clear Secure Inc is Overvalued by 2%.

The Intrinsic Value is calculated as the average of DCF and Relative values:

YOU Intrinsic Value
25.52 USD
Overvaluation 2%
Intrinsic Value
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Clear Secure Inc

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Backtest Conclusion
Very Attractive
Current Valuation
+45%
Avg Valuation
-12%
Worst Valuation
-49%
Best Valuation
+45%

Stock is trading at its lowest valuation over the past 5 years.

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Fundamental Analysis

Economic Moat
Clear Secure Inc

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Financials
Annual
Quarterly
TTM
Annual
Quarterly
TTM

Balance Sheet Decomposition
Clear Secure Inc

Current Assets 595.7m
Cash & Short-Term Investments 544.7m
Receivables 639k
Other Current Assets 50.4m
Non-Current Assets 262.8m
Long-Term Investments 7m
PP&E 168.8m
Intangibles 79.6m
Other Non-Current Assets 7.4m
Current Liabilities 557.7m
Accounts Payable 10.9m
Accrued Liabilities 129.7m
Other Current Liabilities 417.1m
Non-Current Liabilities 171.9m
Other Non-Current Liabilities 171.9m
Efficiency

Earnings Waterfall
Clear Secure Inc

Revenue
735.2m USD
Cost of Revenue
-106.4m USD
Gross Profit
628.8m USD
Operating Expenses
-524.8m USD
Operating Income
103.9m USD
Other Expenses
-23.6m USD
Net Income
80.4m USD

Free Cash Flow Analysis
Clear Secure Inc

Last Value
3-Years Average
FCF Margin
Conversion Rate
Earnings Calls

CLEAR reported notable growth with a 100 basis point increase in gross dollar retention, now at 89%. The Q4 revenue is projected between $202 million to $204 million, with total bookings expected at $224 million to $226 million. They aim for 30 million membership by year-end and anticipate $280 million in free cash flow, a 40% annual rise. Innovations like the faster verification process and expanded TSA PreCheck services, now at 62 locations, are boosting member experiences. A 25% dividend increase reflects confidence in long-term value, supported by strong engagement with emerging businesses and new partnerships, including with Uber.

What is Earnings Call?
Fundamental Scores

YOU Profitability Score
Profitability Due Diligence

Clear Secure Inc's profitability score is 57/100. The higher the profitability score, the more profitable the company is.

Positive Free Cash Flow
Exceptional 3-Years Revenue Growth
Positive Gross Profit
Exceptional ROE
57/100
Profitability
Score

Clear Secure Inc's profitability score is 57/100. The higher the profitability score, the more profitable the company is.

YOU Solvency Score
Solvency Due Diligence

Clear Secure Inc's solvency score is 64/100. The higher the solvency score, the more solvent the company is.

High Altman Z-Score
Low D/E
Long-Term Solvency
Short-Term Solvency
64/100
Solvency
Score

Clear Secure Inc's solvency score is 64/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

YOU Price Targets Summary
Clear Secure Inc

Wall Street analysts forecast YOU stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for YOU is 32.77 USD with a low forecast of 23.23 USD and a high forecast of 47.25 USD.

Lowest
Price Target
23.23 USD
11% Downside
Average
Price Target
32.77 USD
26% Upside
Highest
Price Target
47.25 USD
81% Upside
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Dividends

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Today
Nov 21, 2024
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Shareholder Yield

Current shareholder yield for YOU is .

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Ownership

YOU Insider Trading
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Profile

Clear Secure Inc Logo
Clear Secure Inc

Country

United States of America

Industry

Technology

Market Cap

3.6B USD

Dividend Yield

4.72%

Description

Clear Secure, Inc. provides a technology platform, which enables frictionless and safe journeys using biometric identity. The company is headquartered in New York City, New York and currently employs 2,251 full-time employees. The company went IPO on 2021-06-30. The firm creates a frictionless travel experience while enhancing homeland security. The Company’s secure identity platform uses biometrics ( eyes, face and fingerprints) to automate the identity verification process through CLEAR lanes in airports and helped make the travel experience safe as well as predictable and trusted for both members and partners. The firm has built a nationwide network of airports, stadiums and businesses to offer members frictionless, trusted experiences as they move and transact throughout the day in both physical and digital environments. Its technology platform delivers a consumer-centric front-end user experience including enrollment, verification and linking, and a robust, secure and scalable back-end. The firm's owned and operated businesses, such as CLEAR Plus and mobile applications. The company serves markets, such as aviation and travel, hospitality, live sports and entertainment, and healthcare.

Contact

NEW YORK
New York City
65 East 55Th Street, 17Th Floor
+16467231404.0
www.clearme.com

IPO

2021-06-30

Employees

2 251

Officers

Chairman & CEO
Ms. Caryn Gail Seidman-Becker
President, CFO & Director
Mr. Kenneth L. Cornick
Chief Information Security Officer
Mr. Richard N. Patterson Jr.
Chief Accounting Officer
Mr. Dennis W. Liu
General Counsel & Chief Privacy Officer
Ms. Lynn Haaland
Executive Vice President of Growth
Mr. W. Catesby Perrin III
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Executive Vice President of Aviation
Mr. Kyle McLaughlin
Chief Security Officer
Mr. Jon Schlegel
Senior VP & Secretary
Emma Barnett Bauman
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See Also

Discover More
What is the Intrinsic Value of one YOU stock?

The intrinsic value of one YOU stock under the Base Case scenario is 25.52 USD.

Is YOU stock undervalued or overvalued?

Compared to the current market price of 26.06 USD, Clear Secure Inc is Overvalued by 2%.

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