Is Clear Secure Stock Outperforming Its Rivals?
Clear Secure (YOU) stock has surged over the past year, significantly outperforming its peers. How does this biometric identity verification company truly measure up against scaling tech and industrial giants in this competitive landscape as of December 2025? A deeper dive reveals YOU boasts strong free cash flow and a notably lower P/E ratio, suggesting a moderate valuation compared to its larger peer Autodesk (ADSK) and the vast conglomerate Hitachi (HIT). While its operating margin trails ADSK, and revenue growth, though solid, lags behind the high-growth smaller peer HIT, these factors indicate potential for further efficiency gains and accelerated market expansion for Clear Secure.
- YOU’s 19.2% operating margin trails ADSK’s 23.9%, reflecting its physical ID verification model versus software’s higher margins.
- YOU’s 17.8% revenue growth outpaces ADSK, yet lags HIT’s diversified sectors, reflecting its focused market versus conglomerate breadth.
- YOU’s 56.5% gain, with a 17.7 PE, signals investor confidence in its expanding digital identity market and travel sector recovery.
Here’s how Clear Secure stacks up across size, valuation, and profitability versus key peers.
| YOU | ADSK | HIT | |
|---|---|---|---|
| Market Cap ($ Bil) | 4.0 | 67.7 | 0.1 |
| Revenue ($ Bil) | 0.9 | 6.9 | 0.0 |
| PE Ratio | 17.7 | 60.9 | 41.6 |
| LTM Revenue Growth | 17.8% | 15.6% | 55.1% |
| LTM Operating Margin | 19.2% | 23.9% | 4.5% |
| LTM FCF Margin | 33.4% | 30.2% | -2.6% |
| 12M Market Return | 56.5% | -3.8% |
For more details on Clear Secure, read Buy or Sell YOU Stock. Below we compare YOU’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| YOU | 17.8% | – | 25.6% | 40.3% | 72.2% |
| ADSK | 15.6% | 11.5% | 9.8% | 14.1% | |
| HIT | 55.1% | – | 1.8% | 231.9% | � |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| YOU | 19.2% | – | 16.0% | 3.3% | -29.5% |
| ADSK | 23.9% | 22.3% | 20.5% | 19.8% | |
| HIT | 4.5% | – | 5.1% | 17.7% | 3.6% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| YOU | 17.7 | – | 14.7 | 66.6 | -34.4 |
| ADSK | 60.9 | 57.1 | 57.5 | 49.0 | |
| HIT | 41.6 | – | 414.0 | � | � |
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