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Clear Secure, Inc.

Technology Updated August 11, 2026
$48.22
52W $29.43 – $69.07
59/100
$4.86B
32.0
1.05
AI Committee Verdict
Watch
59/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is YOU Bullish or Bearish?

Mixed. Innellis AI committee rates Clear Secure, Inc. (YOU) Watch with a composite score of 59/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +0.90 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -19.10 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Technical Analyst remains cautious — rsi at 25 is in oversold territory (could mean either capitulation or a bounce setup). This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 82.4% shows genuine earnings power backing the valuation — Value
  • EPS growing 31.1% YoY — Growth
  • Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 46.3 is expensive by classic value standards — Value
  • Price-to-book of 26.3x prices in significant intangible value — Value
  • RSI at 25 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Price trading below the lower Bollinger Band -- stretched to the downside — Technical
  • Bollinger bandwidth of 18.6% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
59/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 50%
of 284 Technology peers
Value Analyst neutral
49 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 82.4% shows genuine earnings power backing the valuation
− P/E of 46.3 is expensive by classic value standards
Growth Analyst bullish
75 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ EPS growing 31.1% YoY
Technical Analyst bearish
38 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− RSI at 25 is in oversold territory (could mean either capitulation or a bounce setup)
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
− Bollinger bandwidth of 18.6% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
25.0
Oversold
MACD Histogram
-0.648
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$32.41
Resistance
$62.69
Bollinger %B
-0.09
Below Lower Band
Price vs Moving Averages
EMA 9
$52.54 Below
EMA 21
$53.68 Below
EMA 50
$54.00 Below
EMA 200
$47.02 Above

Fundamental Analysis

Valuation
44
Profitability
89
Financial Health
59
Cash Flow
70
Valuation
P/E Ratio 32.0×
P/B Ratio 23.57×
PEG Ratio -1.62
Dividend Yield 1.55%
52W High $69.07
52W Low $29.43
Quality & Growth
ROE 6142.2%
ROA 837.6%
Gross Margin 9001.8%
Operating Margin 2512.9%
Revenue Growth YoY
Debt / Equity 0.53
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 32.0 (rich relative to a 15-40x range); Price-to-book of 23.6x; PEG ratio of -1.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 61.4%; Return on assets of 8.4%; Net margin of 14.8%; Gross margin of 90.0%; Current ratio of 1.04 (tight short-term liquidity); Debt-to-equity of 0.53; Free cash flow per share is positive (6.89); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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