Head-to-head analysis: Clear Secure (YOU) vs. the competition
Clear Secure (NYSE:YOU – Get Rating) is one of 407 publicly traded companies in the “pre-packaged software” industry, but how does it stack up against its competitors? We will compare Clear Secure to related companies based on its risk strength, earnings, dividends, analyst recommendations, institutional ownership, valuation and profitability.
Profitability
This table compares the net margins, return on equity and return on assets of Clear Secure and its competitors.
| Net margins | Return on equity | return on assets | |
| Erase Secure | -15.79% | -8.30% | -5.34% |
| Erase secure competitors | -30.70% | -64.68% | -8.03% |
Analyst Notes
This is a breakdown of recent valuations and price targets for Clear Secure and its competitors, as reported by MarketBeat.com.
| Sales Ratings | Hold odds | Buy reviews | Strong buy odds | Rating | |
| Erase Secure | 0 | 4 | 2 | 0 | 2.33 |
| Erase secure competitors | 2904 | 13836 | 25075 | 694 | 2.55 |
Clear Secure currently has a consensus target price of $33.83, suggesting a potential upside of 22.45%. As a group, the “pre-packaged software” companies have an upside potential of 56.00%. Since Clear Secure’s competitors have a higher consensus rating and higher possible upside potential, analysts clearly believe that Clear Secure has less favorable growth aspects than its competitors.
Valuation and benefits
This table compares the revenue, earnings per share (EPS) and valuation of Clear Secure and its competitors.
| Gross revenue | Net revenue | Price/earnings ratio | |
| Erase Secure | $253.95 million | -$36.08 million | -45.30 |
| Erase secure competitors | $1.74 billion | $274.48 million | -44,128.57 |
Clear Secure’s competitors have higher revenues and profits than Clear Secure. Clear Secure trades at a higher price-to-earnings ratio than its competitors, indicating that it is currently more expensive than other companies in its industry.
Institutional and insider ownership
62.3% of Clear Secure shares are held by institutional investors. By comparison, 60.9% of the shares of all “pre-packaged software” companies are held by institutional investors. 42.1% of Clear Secure shares are held by insiders. By comparison, 18.6% of the shares of all “pre-packaged software” companies are held by insiders. Strong institutional ownership indicates that hedge funds, large fund managers, and endowments believe a company will outperform the market over the long term.
About ClearSecure (Get a rating)
Clear Secure, Inc. provides a member-centric secure identity platform in the United States. The company’s secure identity platform is a multi-layered infrastructure consisting of a front-end, including enrollment, verification, and bonding. It also offers CLEAR Plus, a consumer aviation subscription service, which provides access to predictable entry routes through airport security checkpoints, as well as a wider network; and the CLEAR app, a consumer-facing digital product that makes it easy to sign up new users and engage members from their mobile device. Additionally, the company offers Reserve powered by CLEAR, a virtual queuing technology that allows users to choose how they queue at home or on the go; and Atlas Certified, an automated solution for verifying professional licensing and certification data across industries by communicating with certification bodies for on-demand, current and reliable data. The company was founded in 2010 and is based in New York, New York.
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