← Russell 3000 cross-section

YOU Clear Secure, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Technology

Scale

Market cap
$4.6bn
Revenue TTM
$1.0bn
Net income TTM
$148m
Free cash flow
$508m
Composite score
87.0
Sector rank
#1141

Valuation

P / E
30.8
EV / EBITDA
12.6
EV / sales
3.6
FCF yield
11.15%
Earnings yield vs 10-yr
-1.49pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
14.8%
EBITDA margin
28.6%
ROE
71.7%
ROIC
Revenue growth
19.8%

Insider activity, last 90 days

Net open-market
$-93.41m
Buyers
0
Sellers
3

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

In addition, our growth strategy relies on creating new revenue streams such as per partner, per Member or per use transaction fees. Total Bookings increased by $73.0 million, or 33%, for the three months ended June 30, 2026 compared to the three months ended June 30, 2025. The increase was primarily driven by growth in Active CLEAR+ Members as well as price increases. Total Bookings increased by $157.5 million, or 37%, for the six months ended June 30, 2026 compared to the six months ended June 30, 2025. The increase was primarily driven by growth in Active CLEAR+ Members as well as price increases. The year-over-year increase was driven by CLEAR1 and CLEAR+ Member enrollments. …Clear Secure, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-05

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