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Financial statements

Clear Secure, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 7 fiscal years, taken from the XBRL data Clear Secure, Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2019FY2021FY2021FY2022FY2023FY2024FY2025
Revenue192231254437614770901
Research and development21.23247.566.874.473.472.4
Selling and marketing3616.435.241.743.548.854.4
General and administrative91.6118169278222218232
Operating income-56.2-18.9-115-12920.1123186
Other non-operating income09.020.344.981.46-89.1-4.79
Pre-tax income-54.2-9.29-115-11750.666.6206
Income tax00.020.23-2.060.72-15937.9
Net income to minority interests-79.1-49.921.855.659
Net income-54.2-9.31-36.1-65.628.1170109
EBITDA-48.8-9.51-103-11041.8150221

Balance sheet

FY2019FY2021FY2021FY2022FY2023FY2024FY2025
Cash and equivalents23611628038.957.966.985.7
Short-term investments37.8335666665543614
Receivables0.915.331.170.530.511.93
Other current assets2.912.95.128.7613.113.6
Total current assets172653742770662765
Property, plant and equipment35.244.557.962.656.959.3
Lease right-of-use assets0124116109100
Goodwill059.858.862.862.862.7
Intangible assets1.5622.922.320.815.32.75
Other non-current assets0.973.413.078.41285311
Total assets2328131,0381,0451,1951,303
Accounts payable8.528.817.9511.8187.16
Accrued liabilities18.367.2106164185237
Deferred revenue102189283376440516
Total current liabilities146265397552643760
Lease liabilities0125122115107
Other non-current liabilities3.818.69129124314339
Total liabilities1502735276769571,099
Paid-in capital31439430511457.1
Retained earnings-495-36.1-102-73.783.8120
Treasury stock00000
Other comprehensive income0.03-0.1-1.532.050.340.84
Shareholders' equity278291233198178
Minority interests26222013639.626.7
Total equity-487539511369238204
Total liabilities and equity2328131,0381,0451,1951,303
Shares outstanding87.8

Cash flow statement

FY2019FY2021FY2021FY2022FY2023FY2024FY2025
Net income-54.2-9.31-115-11549.9225168
Depreciation and amortization7.329.4212.418.821.626.534.6
Stock-based compensation14.73.4336.513837.335.338.9
Deferred income tax000-2.47-0.72-16624.4
Change in receivables-0.40.2-4.214.160.640.02-1.58
Change in payables-2.230.41.45-0.754.532.2-6.37
Cash from operations16.6-12.369.7168225296372
Capital expenditures-14.7-16.5-28.1-31.4-25.6-12-29.3
Acquisitions00-75.80-3.7500
Purchases of investments-101-171-988-1,463-953-971-747
Sales and maturities of investments90.51666901,1359731,098677
Cash from investing-25.8-21.6-403-360-15.5114-97.1
Share buybacks-12.1-210-11.7-4.9-69.7-273-126
Dividends paid00-14.5-39.4-47.8
Cash from financing180-63503-48.9-216-402-257
Exchange rate effect000.13-0.09-00.040.13
Net change in cash171-97170-240-6.487.9118
Free cash flow1.89-28.841.6137199284343
Income taxes paid1.637.4910.2

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $39.60 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Operating margin25.1%Operating income / revenue.
EBITDA margin28.6%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin28.0%Pre-tax income / revenue.
Net margin14.8%Net income / revenue.
FCF margin50.8%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin54.2%Cash from operations / revenue.
Effective tax rate21.3%Income tax / pre-tax income, when pre-tax income is positive.
Return on equity (ROE)71.7%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)9.4%Net income / average total assets.
Return on invested capital (ROIC)253.8%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.
R&D / revenue7.2%Research and development expense / revenue.
Stock-based pay / revenue4.3%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue3.4%Capital expenditures / revenue.
D&A / revenue3.5%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y16.9%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y27.2%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Revenue CAGR, 5y31.3%Compound annual growth of revenue over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Operating income growth, 1y51.4%Operating income vs the same period a year earlier. Only from a positive base.
EBITDA growth, 1y47.7%EBITDA vs the same period a year earlier. Only from a positive base.
Net income growth, 1y-35.7%Net income vs the same period a year earlier. Only from a positive base.
Operating cash flow growth, 1y26.0%Operating cash flow vs the same period a year earlier. Only from a positive base.
Operating cash flow CAGR, 3y30.3%Compound annual growth of operating cash flow over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Free cash flow growth, 1y21.0%Free cash flow vs the same period a year earlier. Only from a positive base.
Free cash flow CAGR, 3y35.8%Compound annual growth of free cash flow over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value growth, 1y-10.4%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y-15.2%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y9.1%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y7.9%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y41.2%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.

Balance sheet health

MetricValueHow it is calculated
Current ratio1.04xCurrent assets / current liabilities.
Quick ratio0.98x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio0.98x(Cash + short-term investments) / current liabilities.
Liabilities / assets84.6%Total liabilities / total assets.
Working capital$39.7MCurrent assets - current liabilities.
Goodwill and intangibles / assets4.1%(Goodwill + intangible assets) / total assets.
Tangible book value$141.0MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.63xRevenue / average total assets.
Fixed asset turnover16.0xRevenue / average property, plant and equipment.
Receivables turnover792xRevenue / average receivables.
Days sales outstanding0 days365 x average receivables / revenue.
FCF conversion343.8%Free cash flow / net income, when net income is positive.
Capex / operating cash flow6.3%Capital expenditures / cash from operations, when that is positive.

Per share

MetricValueHow it is calculated
Payout ratio36.9%Dividends paid / net income, when net income is positive.
Dividends / FCF10.7%Dividends paid / free cash flow, when free cash flow is positive.
Buybacks / FCF0.2%Share buybacks / free cash flow, when free cash flow is positive.

Valuation

MetricValueHow it is calculated
Market cap$5.36BShare price x shares outstanding.
Enterprise value$4.40BMarket cap + total debt - cash - short-term investments.
P/E36.2xMarket cap / net income. Only when net income is positive.
P/S5.35xMarket cap / revenue.
P/B26.0xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book38.0xMarket cap / tangible book value, when positive.
P/FCF10.5xMarket cap / free cash flow. Only when free cash flow is positive.
P/OCF9.87xMarket cap / cash from operations, when positive.
EV/Sales4.40xEnterprise value / revenue.
EV/EBIT17.5xEnterprise value / operating income, when both are positive.
EV/EBITDA15.4xEnterprise value / EBITDA, when both are positive.
EV/FCF8.65xEnterprise value / free cash flow, when both are positive.
FCF yield9.5%Free cash flow / market cap.
Earnings yield2.8%Net income / market cap (the inverse of P/E).
Dividend yield1.0%Dividends paid over the period / market cap.
Shareholder yield1.0%(Dividends paid + share buybacks) / market cap.
What was Clear Secure, Inc.'s revenue in fiscal 2025?

Clear Secure, Inc. reported revenue of $900.8M for fiscal 2025, 16.9% higher than the year before.

Was Clear Secure, Inc. profitable in fiscal 2025?

Yes. Net income was $109.2M, a net margin of 12.1%.

How much free cash flow did Clear Secure, Inc. generate in fiscal 2025?

Cash from operations of $372.5M minus capital expenditures of $29.3M left free cash flow of $343.1M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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