Clear Secure, Inc. (YOU): one to watch?

Numbers look great and guidance was raised, but the drop reflects real, ongoing concern about slowing core member growth — not a one-off panic, so wait for clearer signs of stabilization.

👀 WATCH Fundamentals78/100

Fell 22% in 11 trading day(s) — now $44.30

Why YOU dropped

Clear Secure's Q2 2026 earnings (reported Aug 12) actually beat expectations with raised free-cash-flow guidance, but the stock has been sliding for months on analyst worries about decelerating core airport-member growth and retention, plus a broader software-sector selloff triggered by a UBS downgrade of a peer (ServiceNow) that dragged down the whole group.

Fwd P/E 17.7Op margin 29.9%Rev growth 26.6%Debt/equity 45.1%Analyst upside 41.3%

How this scored 78/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 14.8%

✅ Generates cash Free cash flow $418M

✅ Not drowning in debt Debt/equity 45.1% (limit 200%)

✅ Can pay its bills Current ratio 1.0 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 23/25

Operating margin 29.9% 9/9

Net profit margin 14.8% 6/8

Return on equity 119.2% 8/8

Growth Is it getting bigger, or dying? 25/25

Revenue growth 26.6% 9/9

Earnings growth 87.0% 8/8

Expected profit change 68.7% 8/8

Value Is it cheap right now? 14/25

Forward P/E 17.7 7/10

PEG ratio unknown 2/8

Analyst target upside 41.3% 5/7

Balance sheet Will it survive? 16/25

Debt / equity 45.1% 9/10

Current ratio 1.0 0/8

Free cash flow $418M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-08-20. Research only — not financial advice.