Added to YB: 2026-10-15
Pitch date: 2026-10-13
YOU [neutral]
Clear Secure, Inc.
+3.45%
current return
Author Info
No bio for this author
Company Info
Clear Secure, Inc. operates a secure identity platform under the CLEAR brand name primarily in the United States.
Market Cap
$4.4B
Pitch Price
$43.52
Price Target
N/A
Dividend
1.88%
EV/EBITDA
12.34
P/E
28.88
EV/Sales
3.55
Sector
Software
Category
growth
Another Stock From Michael Mauboussin’s ROIC Framework: Part 2 - Clear Secure, Inc.
YOU (monitor): Clear Secure combines subscription growth with expanding profitability and capital efficiency: latest-quarter revenue rose 26.6%, active CLEAR+ members 15.2%, and operating margin reached 29.9%, while upfront payments boost cash flow and ROIC. At 19.9x annualized quarterly earnings, the shares are not obviously cheap and may be a bargain only if growth persists; discretionary, recession-sensitive demand and the multi-class Up-C structure remain key risks.
Read full article (2 min)