Clear Secure, Inc. (YOU)

No Active Signal

Key Metrics

Current Price $54.98
Intrinsic Value $83.76
Margin of Safety 47.8%
ROIC 10.4%
Debt / Equity 0.52
Sector Technology

AI Analysis

Moat Assessment

Clear Secure possesses a durable moat through its identity verification network

Red Flags

Extremely high leverage with D/E of 0.52 combined with low equity base ($177.7M)

Management Signals

Strong FCF generation ($437.3M TTM) and 12.1% net margin demonstrate operational

Signal History

Date Price MoS % Conviction Signal
2026-06-09 $54.98 47.8% 6.0 STRONG VALUE - WATCH (47.8% MoS, 6/10 conviction)
2026-06-07 $54.52 34.9% 6.0 STRONG VALUE - WATCH (34.9% MoS, 6/10 conviction)
2026-06-01 $57.43 31.1% WATCH (31.1%)
2026-05-16 $58.89 29.3% WATCH (29.3%)
2026-04-30 $53.33 —% FILTERED: ROIC 9.3% < 10% min
2026-04-06 $51.36 —% FILTERED: ROIC 9.3% < 10% min
2026-03-23 $48.12 —% FILTERED: ROIC 9.3% < 10% min

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