Clear Secure Inc
NYSE:YOU

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Clear Secure Inc Logo
Clear Secure Inc
NYSE:YOU
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Price: 35.53 USD 2.19%
Market Cap: 5.1B USD
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Intrinsic Value

The intrinsic value of one YOU stock under the Base Case scenario is 23.02 USD. Compared to the current market price of 35.53 USD, Clear Secure Inc is Overvalued by 35%.

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

YOU Intrinsic Value
23.02 USD
Overvaluation 35%
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

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Financials
Annual
Quarterly
TTM
Annual
Quarterly
TTM

Balance Sheet Decomposition
Clear Secure Inc

Current Assets 713.8m
Cash & Short-Term Investments 40.2m
Receivables 630.5m
Other Current Assets 43m
Non-Current Assets 268.6m
Long-Term Investments 7m
PP&E 171.9m
Intangibles 81m
Other Non-Current Assets 8.7m
Current Liabilities 633.3m
Accounts Payable 8.9m
Accrued Liabilities 236.4m
Other Current Liabilities 388m
Non-Current Liabilities 195.5m
Other Non-Current Liabilities 195.5m
Efficiency

Earnings Waterfall
Clear Secure Inc

Revenue
697.2m USD
Cost of Revenue
-100.3m USD
Gross Profit
596.8m USD
Operating Expenses
-507.8m USD
Operating Income
89m USD
Other Expenses
-16.8m USD
Net Income
72.2m USD

Free Cash Flow Analysis
Clear Secure Inc

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

In Q2 2024, Clear saw a 25% revenue increase and a 137% rise in adjusted EBITDA, driven by strong cash flows and member growth. The company added 2.3 million members, launched new technologies like FaceFirst, and introduced CLEAR Perks for added member value. Prices for standard and family memberships were raised, marking only the second price hike in 14 years. Clear aims for 50 million members by 2025 and expects Q3 revenues between $193-$195 million, with total bookings of $220-$222 million. The upcoming formal airport innovation campaign and a growing TSA PreCheck presence in 46 airports are set to enhance customer experiences and drive future growth.

What is Earnings Call?
Fundamental Scores

YOU Profitability Score
Profitability Due Diligence

Clear Secure Inc's profitability score is 55/100. The higher the profitability score, the more profitable the company is.

Positive Free Cash Flow
Positive Gross Profit
Exceptional 3-Years Revenue Growth
ROE is Increasing
55/100
Profitability
Score

Clear Secure Inc's profitability score is 55/100. The higher the profitability score, the more profitable the company is.

YOU Solvency Score
Solvency Due Diligence

Clear Secure Inc's solvency score is 59/100. The higher the solvency score, the more solvent the company is.

Low D/E
Average Altman Z-Score
Long-Term Solvency
Short-Term Solvency
59/100
Solvency
Score

Clear Secure Inc's solvency score is 59/100. 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 drop over the next 12 months.

According to Wall Street analysts, the average 1-year price target for YOU is 29.14 USD with a low forecast of 18.18 USD and a high forecast of 47.25 USD.

Lowest
Price Target
18.18 USD
49% Downside
Average
Price Target
29.14 USD
18% Downside
Highest
Price Target
47.25 USD
33% Upside
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Dividends

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Dividend Per Share
N/A
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Previous Payment
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Next Payment
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Today
Nov 5, 2024
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Ex-Dividend Date
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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

5.1B USD

Dividend Yield

3.45%

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 23.02 USD.

Is YOU stock undervalued or overvalued?

Compared to the current market price of 35.53 USD, Clear Secure Inc is Overvalued by 35%.

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