Clear Secure, Inc. (YOU)

Clear Secure, Inc. operates a secure identity platform under the CLEAR brand name primarily in the United States. It provides secure identity platform, a multi-layered infrastructure consisting of front-end, including enrollment, verification, and linking, as well as back-end. The company also offers CLEAR Plus, a consumer aviation subscription service, which enables access to predictable entry lanes in airport security checkpoints, as well as access to broader network; and CLEAR mobile app, which is used to enroll new members and improve the experience for existing members. In addition, it provides RESERVE powered by CLEAR to reservation spot for airport locations; Home to Gate, a feature to help travelers plan and time their trip to the airport; CLEAR1, a B2B offering that extends secure identity platform to partners to create friction-free experiences for their customers; CLEAR ID, a free and mobile digital ID that allow any traveler to verify their identity; CLEAR Concierge which enhances the CLEAR value proposition for high-frequency and premium travelers, as well as travelers requiring additional assistance, such as families and senior citizens; CLEAR Perks, a suite of added benefits that help CLEAR members get an even more seamless experience; TSA PreCheck Enrollment Provided by CLEAR, as well as online renewal services; Sora ID, a one-click know your customer that enables adding know your customer services to platform offerings; and a virtual queuing technology. The company has a strategic collaboration with Samsung Electronics America, Inc. for the development of Samsung ID with CLEAR, a digital ID solution that allows users to add a US passport to Samsung Wallet and verify their identity. The company was founded in 2010 and is headquartered in New York, New York. Clear Secure, Inc. is a subsidiary of Alclear Investments, Llc.

Symbol
YOU
Exchange
NYSE
Sector
Technology
Industry
Software - Application
Market cap
$3.99B
52 week range
29.43 - 69.07

Valuation

Share price
$38.56 (close of 2026-09-23)
P/E (TTM)
25.97x
Price to book
16.39x
Price to free cash flow
7.84x
Enterprise value
$3.97B
Book value per share
$2.38

Price performance

PeriodChange
1 day-1.78%
5 days-7.26%
1 month-10.93%
3 months-26.87%
6 months-27.87%
Year to date+9.92%
1 year+4.02%
3 years+106.09%
5 years-12.86%
All time-3.60%

Profitability and growth

Return on equity
53.41%
Return on invested capital
64.32%
Return on assets
8.38%
Return on capital employed
34.31%
Gross margin
60.58%
Net margin
12.12%
EBITDA margin
24.55%
Revenue growth
16.91%
Net income growth
-35.66%
Free cash flow growth
20.96%

Cash flow and balance sheet

Free cash flow yield (TTM)
12.76%
Current ratio
1.04x
Net debt to EBITDA
-0.06x

Latest reported year

Period end
2025-12-31
Fiscal year
2025
Revenue
$900.78M
Cost of revenue
$355.09M
Gross profit
$545.69M
EBITDA
$221.10M
Net income
$109.17M
Earnings per share
$1.14
Research and development
$72.38M
Shares outstanding
95.76M

Income statement by year

Period endRevenueGross profitNet incomeEPS
2025-12-31$900.78M$545.69M$109.17M$1.14
2024-12-31$770.49M$462.86M$169.68M$1.81
2023-12-31$613.58M$360.46M$28.11M$0.31
2022-12-31$437.43M$257.59M$-65.57M$-0.80
2021-12-31$253.95M$136.66M$-36.08M$-0.48
2020-12-31$230.80M$147.66M$-9.31M$0.00
2019-12-31$192.28M$92.65M$-54.22M$0.00

Margins and returns by year

Period endGross marginNet marginReturn on equityReturn on capital
2025-12-3160.58%12.12%53.41%64.32%
2024-12-3160.07%22.02%71.31%42.14%
2023-12-3158.75%4.58%7.61%4.43%
2022-12-3158.89%-14.99%-12.83%-21.09%
2021-12-3153.81%-14.21%-6.69%-44.31%
2020-12-3163.98%-4.03%1.91%-
2019-12-3148.18%-28.20%0.00%-

Cash and debt by year

Period endCash
2025-12-31$85.73M
2024-12-31$66.89M
2023-12-31$57.90M
2022-12-31$38.94M
2021-12-31$280.11M
2020-12-31$116.23M

Free cash flow by year

Period endFree cash flowStock-based compensation
2025-12-31$343.11M$38.93M
2024-12-31$283.67M$35.34M
2023-12-31$199.48M$37.29M
2022-12-31$136.95M$138.50M
2021-12-31$41.56M$36.51M
2020-12-31$-28.84M$3.43M
2019-12-31$1.89M$14.66M

Dividend history

Most recent payment
2026-09-10
Paid in the last twelve months
$0.77
Payment dateDividend per share
2026-09-10$0.15
2026-06-10$0.15
2026-03-10$0.35
2025-12-10$0.13
2025-09-10$0.13
2025-06-10$0.13
2025-03-10$0.40
2024-12-10$0.13

Investor relations

Next earnings report

Next confirmed report
2026-11-05
Consensus EPS estimate
$0.49

Past earnings dates

ReportedFiscal periodEPS estimate
2026-08-05Jun/2026$0.40
2026-05-06--
2026-02-25--
2025-11-06--
2025-08-05--
2025-05-08--
2025-02-26--
2024-11-07--

Filings and sources

Company website
clearme.com
SEC filings
10-K, 10-Q and 8-K on EDGAR
Earnings calendar
All upcoming reports

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