📊 YOU Key Takeaways
Is Clear Secure, Inc. (YOU) a Good Investment?
Clear Secure demonstrates strong revenue growth of 16.9% and exceptional free cash flow generation of $343.1M (38.1% FCF margin), indicating robust underlying operations. However, net income declined 25.4% YoY despite revenue growth, signaling potential cost structure deterioration or significant non-operating headwinds that undermine profitability gains. Tight current ratio of 1.01x and high liabilities relative to equity pose financial flexibility risks.
Why Buy Clear Secure, Inc. Stock? YOU Key Strengths
- Exceptional free cash flow generation of $343.1M with 38.1% FCF margin demonstrates strong cash conversion and operational efficiency
- Solid revenue growth of 16.9% YoY indicates market demand and business momentum
- Healthy operating margin of 20.7% shows reasonable pricing power and operational control
YOU Stock Risks: Clear Secure, Inc. Investment Risks
- Net income declined 25.4% YoY despite revenue growth, indicating deteriorating profitability and cost management issues
- Current ratio of 1.01x is dangerously tight, suggesting minimal liquidity buffer and potential working capital stress
- Total liabilities of $1.1B versus stockholders' equity of $177.7M indicates high financial leverage with limited equity cushion
Key Metrics to Watch
- Operating expense trajectory relative to revenue growth to identify cost control improvements
- Current and quick ratios to monitor liquidity adequacy and working capital trends
- Source of net income decline (tax, non-operating expenses, impairments) to assess sustainability of profitability
Clear Secure, Inc. (YOU) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The 38.1% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.
YOU Profit Margin, ROE & Profitability Analysis
YOU vs Technology Sector: How Clear Secure, Inc. Compares
How Clear Secure, Inc. compares to Technology sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Clear Secure, Inc. Stock Overvalued? YOU Valuation Analysis 2026
Based on fundamental analysis, Clear Secure, Inc. has mixed fundamental signals relative to the Technology sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Clear Secure, Inc. Balance Sheet: YOU Debt, Cash & Liquidity
YOU Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Clear Secure, Inc.'s revenue has grown significantly by 255% over the 5-year period, indicating strong business expansion.
YOU Revenue Growth, EPS Growth & YoY Performance
YOU Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $198.4M | $23.5M | N/A |
| Q2 2025 | $186.7M | $24.1M | N/A |
| Q1 2025 | $179.0M | $18.8M | N/A |
| Q3 2024 | $160.4M | $14.1M | N/A |
| Q2 2024 | $149.9M | -$1.2M | N/A |
| Q1 2024 | $132.4M | -$5.2M | N/A |
| Q3 2023 | $115.9M | $14.1M | N/A |
| Q2 2023 | $102.7M | -$1.2M | N/A |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Clear Secure, Inc. Dividends, Buybacks & Capital Allocation
YOU SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Clear Secure, Inc. (CIK: 0001856314)
📋 Recent SEC Filings
❓ Frequently Asked Questions about YOU
What is the AI rating for YOU?
Clear Secure, Inc. (YOU) has an AI rating of HOLD with 65% confidence, based on fundamental analysis of SEC EDGAR filings.
What are YOU's key strengths?
Claude: Exceptional free cash flow generation of $343.1M with 38.1% FCF margin demonstrates strong cash conversion and operational efficiency. Solid revenue growth of 16.9% YoY indicates market demand and business momentum.
What are the risks of investing in YOU?
Claude: Net income declined 25.4% YoY despite revenue growth, indicating deteriorating profitability and cost management issues. Current ratio of 1.01x is dangerously tight, suggesting minimal liquidity buffer and potential working capital stress.
What is YOU's revenue and growth?
Clear Secure, Inc. reported revenue of $900.8M.
Does YOU pay dividends?
Clear Secure, Inc. does not currently pay dividends.
Where can I find YOU SEC filings?
Official SEC filings for Clear Secure, Inc. (CIK: 0001856314) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is YOU's EPS?
Clear Secure, Inc. has a diluted EPS of $0.00.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is YOU a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Clear Secure, Inc. has a HOLD rating with 65% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.
Is YOU stock overvalued or undervalued?
Valuation metrics for YOU: ROE of 61.4% (sector avg: 22%), net margin of 12.1% (sector avg: 18%). Higher ROE suggests strong returns relative to peers.
Should I buy YOU stock in 2026?
Our dual AI analysis gives Clear Secure, Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is YOU's free cash flow?
Clear Secure, Inc.'s operating cash flow is $372.5M, with capital expenditures of $29.3M. FCF margin is 38.1%.
How does YOU compare to other Technology stocks?
Vs Technology sector averages: Net margin 12.1% (avg: 18%), ROE 61.4% (avg: 22%), current ratio 1.01 (avg: 2.5).
Why is YOU's return on equity (ROE) so high?
Clear Secure, Inc. has a return on equity of 61.4%, significantly above the Technology sector average of 22%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 12.1% net margin.