Clear Secure, Inc

YOU
YOU logo

Statistics

$24.40Share Price
$38.50 Fair Value green dot
-36.62% Price vs Fair Value green dot
$3.5 BMarket Cap
44.8%3yr Avg Revenue Growth
14.4%Projected Sales Growth Next Year
94.8%Free Cash Flow ROIC
check markRising Revenues
check markRecurring Revenues
plus signNetwork Effect Moat

Stock Research and Updates

Research Article

Clear Secure: A Winner In The Identification and Security Space? green dot

Updates

Clear Secure Posts Strong Growth, But Membership Lags
Market Finally Taking Notice Of Clear Secure's Results
Updates for Sprout Social and Clear Secure
More Updates! CPNG, SNOW, YOU
Reviewing Quarters From Coupang, Celsius, and Clear Secure
Q2 Updates: PAYC, YOU, MELI
Updates for Airbnb and Clear Secure
Good Quarter For Clear Secure (YOU)
Buying ServiceNow and Clear Secure green dot

Fair Value Calculation Assumptions

Using a discounted free cash flow model with the following assumptions, the Fair Value estimate for Clear Secure, Inc (YOU) is $38.50.

31.0%Free Cash Flow Margin
11.8%Discount Rate / Required Rate of Return
10.6%Average Annual Revenue Growth (Years 1-5)
0.0%Average Annual Share Dilution (Years 1-5)
6.8%Average Annual Revenue Growth (Years 6-10)
0.0%Average Annual Share Dilution (Years 6-10)
6.0%Terminal Growth Rate
$39.20Sum of Discounted Free Cash Flows
$-0.74Net "Excess" Cash/Debt Per Share
$38.50Fair Value Estimate (rounded)

Recommendation History

Start End Cost Last Return vs. SPY
2022-12-24$26.81$24.40-8.99%-64.90%

Watch List

CRWD 113.61%
NTNX 44.26%
VEEV 13.93%
SNOW 50.86%
WDAY -9.43%
ENLT -10.81%
WEAV -27.40%
SE 36.62%
SPSC 12.33%
RDDT 14.74%
APPF 13.92%
CMG 39.56%
INTU 44.44%
PSTG 12.28%

Buy List

TBBB -35.38%
SEMR -40.13%
ZETA -39.20%
GOOG -45.72%
ASR -29.43%
HRMY -55.45%
GLBE -28.96%
YOU -36.62%
MELI -29.05%
ADBE -39.09%

Hold List

PINS -14.33%
ASML -13.33%
VTEX 3.36%
TSM -24.34%
NYAX -24.98%
MSFT -13.80%
ODD 9.51%
FLYW -16.08%
CELH 32.77%
TOST 38.47%
CPNG 6.04%
HIMS 40.46%
PAYC -6.84%
MNDY 18.12%
ZS 81.90%
V -2.80%
ADSK 5.86%
NOW 19.40%
ABNB -23.85%
FTNT -0.17%
TEAM -15.16%