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Clear Secure (YOU): Evaluating Valuation After Earnings Beats and New TidalHealth Partnership

Simply Wall St · 2d ago

Clear Secure (YOU) is back on traders' screens after two catalysts: a fresh partnership with TidalHealth to streamline patient identity checks and another quarter of topping Wall Street's earnings and revenue expectations.

See our latest analysis for Clear Secure.

Despite some recent volatility, including a 1 day share price return of 1.61 percent and a softer 7 day patch, Clear Secure’s share price is still up meaningfully year to date, and its solid 1 year total shareholder return of 27.30 percent suggests momentum is broadly building as investors warm to its growth story and execution.

If Clear’s identity platform has you rethinking where growth could come from next, this is also a good moment to explore healthcare stocks that are reshaping patient journeys in their own ways.

With shares trading at a double digit discount to analyst targets and stronger growth forecasts emerging, is Clear Secure still flying under the radar for value minded investors, or are markets already factoring in the next leg of its expansion?

Most Popular Narrative Narrative: 12.1% Undervalued

With Clear Secure last closing at $33.50 against a narrative fair value of $38.11, the valuation story leans toward upside if assumptions hold.

The company's public private partnership initiatives for deploying end to end automated lanes in airports can significantly expand market reach without incurring extra government costs. This should support higher revenues and potentially wider net margins due to the cost saving advantages of automation.

Read the complete narrative.

Curious how steady, mid range growth assumptions, richer margins, and a punchy future earnings multiple can still justify upside from here? The narrative unpacks the full math.

Result: Fair Value of $38.11 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, leadership transition and tougher credit card partnership negotiations could pressure margins and member growth. This may challenge the upbeat valuation narrative.

Find out about the key risks to this Clear Secure narrative.

Build Your Own Clear Secure Narrative

If the narrative does not quite line up with your own view, or you would rather dig into the numbers yourself, you can build a personalised take in just a few minutes, Do it your way

A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Clear Secure.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.