Clear Secure, Inc

YOU
YOU logo

Statistics

$27.25Share Price
$41.00 Fair Value green dot
-33.54% Price vs Fair Value green dot
$3.8 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 $41.00.

30.0%Free Cash Flow Margin
11.8%Discount Rate / Required Rate of Return
12.2%Average Annual Revenue Growth (Years 1-5)
0.0%Average Annual Share Dilution (Years 1-5)
7.2%Average Annual Revenue Growth (Years 6-10)
0.0%Average Annual Share Dilution (Years 6-10)
6.0%Terminal Growth Rate
$40.33Sum of Discounted Free Cash Flows
$0.13Net "Excess" Cash/Debt Per Share
$41.00Fair Value Estimate (rounded)

Recommendation History

Start End Cost Last Return vs. SPY
2022-12-24$26.81$27.251.64%-46.46%

Watch List

RDDT 10.23%
NTNX 33.26%
CRWD 67.38%
SE 32.25%
SNOW 12.13%
APPF 6.73%
PINS -21.37%

Buy List

SEMR -36.45%
TSM -37.46%
GOOG -49.51%
NYAX -57.29%
MSFT -28.86%
ODD -30.78%
ASR -26.66%
FLYW -35.81%
HRMY -54.32%
YOU -33.54%
ABNB -29.41%
MELI -27.78%
ADBE -38.87%

Hold List

VTEX -17.12%
ZETA -20.17%
CELH 40.60%
TOST 17.90%
CPNG -11.25%
HIMS -8.80%
PAYC -18.77%
MNDY 10.68%
GLBE -20.17%
ZS 28.50%
V -3.09%
ADSK -0.07%
NOW -0.03%
FTNT -2.41%
TEAM -2.35%