Critical Review: CLEAR Secure (NYSE:YOU) vs. EverCommerce (NASDAQ:EVCM)

EverCommerce (NASDAQ:EVCM) and CLEAR Secure (NYSE:YOU) are both technology companies, but which is the better business? We will contrast the two businesses based on the strength of their risk, valuation, profitability, earnings, analyst recommendations, institutional ownership and dividends.

Volatility & Risk

EverCommerce has a beta of 0.63, indicating that its share price is 37% less volatile than the S&P 500. Comparatively, CLEAR Secure has a beta of 0.99, indicating that its share price is 1% less volatile than the S&P 500.

Profitability

This table compares EverCommerce and CLEAR Secure’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
EverCommerce	4.81%	4.00%	2.09%
CLEAR Secure	16.23%	87.30%	12.42%

Institutional and Insider Ownership

97.9% of EverCommerce shares are held by institutional investors. Comparatively, 73.8% of CLEAR Secure shares are held by institutional investors. 10.1% of EverCommerce shares are held by company insiders. Comparatively, 29.7% of CLEAR Secure shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Analyst Ratings

This is a breakdown of current recommendations for EverCommerce and CLEAR Secure, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
EverCommerce	3	5	2	0	1.90
CLEAR Secure	1	3	5	0	2.44

EverCommerce presently has a consensus target price of $8.42, indicating a potential upside of 22.34%. CLEAR Secure has a consensus target price of $66.86, indicating a potential upside of 21.29%. Given EverCommerce’s higher probable upside, analysts plainly believe EverCommerce is more favorable than CLEAR Secure.

Earnings & Valuation

This table compares EverCommerce and CLEAR Secure”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
EverCommerce	$602.08 million	2.01	$17.60 million	$0.15	45.87
CLEAR Secure	$1.06 billion	7.01	$109.17 million	$1.70	32.42

CLEAR Secure has higher revenue and earnings than EverCommerce. CLEAR Secure is trading at a lower price-to-earnings ratio than EverCommerce, indicating that it is currently the more affordable of the two stocks.

Summary

CLEAR Secure beats EverCommerce on 11 of the 14 factors compared between the two stocks.

About EverCommerce

EverCommerce is a software company that provides cloud-based tools for service businesses. Its platform combines vertical software with integrated payments and other services to help companies manage operations and customer relationships. Its products support functions such as business management, scheduling, customer engagement, marketing, and payment processing. EverCommerce serves businesses across industries including home services, health and wellness, fitness, education, and professional services.

About CLEAR Secure

CLEAR Secure, Inc. operates a secure identity platform that uses biometric and other identity-verification technologies to help people confirm who they are. Its services are designed to make access to locations and digital services more convenient while helping organizations verify identities. The company is best known for CLEAR Plus, a membership service that lets enrolled travelers use dedicated lanes to verify their identity at participating airport security checkpoints. CLEAR also provides identity-verification services for organizations, including through its CLEAR1 platform, and offers services at participating sports and entertainment venues.