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

Fundamentals are strong and the drop looks like profit-taking after a big run-up, not a broken business — but heavy insider selling and rich valuation keep this a watch, not a slam-dunk buy.

👀 WATCH Fundamentals77/100

Fell 21% in 11 trading day(s) — now $46.16

Why YOU dropped

CLEAR actually beat Q2 earnings and raised guidance on Aug 5, 2026, and the stock initially popped 6%; the subsequent slide came from profit-taking after a huge prior run (stock had gained sharply into earnings), a software-sector selloff triggered by a UBS downgrade of ServiceNow, and persistent heavy insider selling (tens of millions of dollars by executives, including the CEO), not from any guidance cut, lawsuit, or accounting problem.

Fwd P/E 18.5Op margin 29.9%Rev growth 26.6%Debt/equity 45.1%Analyst upside 35.6%

How this scored 77/100

✅ 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? 13/25

Forward P/E 18.5 7/10

PEG ratio unknown 2/8

Analyst target upside 35.6% 4/7

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 2026-08-13. Research only — not financial advice.