u/stockoscope · 41d ago12 prior · 70% at 3mo
“no position on the date of publication”
CLEAR Secure (YOU) is down 42% from the 52 week high. Is the stock or the business broken?
YOU was repriced from growth-acceleration expectations to slower growth expectations following Q3 guidance of 20.5% bookings growth versus 32.8% prior delivery. The business fundamentals remain solid (94th percentile returns, 20.7% operating margin, strong free cash flow), but near-term growth deceleration is real. At $40 versus a $58 DCF fair value, the stock offers asymmetric value if the 16.6% growth assumption holds.
At post $40.11Now $45.31+13.0% since postedas of Oct 23, 1:45 PM ET
1d-5.0%
3d-5.0%
1w-3.9%
1m+9.5%
3m—
6m—
1y—