Roblox (NYSE:RBLX – Get Free Report) and Clear Secure (NYSE:YOU – Get Free Report) are both consumer discretionary companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, earnings, dividends, risk, analyst recommendations, valuation and institutional ownership.
Analyst Recommendations
This is a breakdown of current ratings and price targets for Roblox and Clear Secure, as reported by MarketBeat.com.
Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
Roblox | 0 | 7 | 16 | 1 | 2.75 |
Clear Secure | 0 | 2 | 3 | 0 | 2.60 |
Roblox currently has a consensus price target of $57.48, suggesting a potential downside of 14.21%. Clear Secure has a consensus price target of $35.20, suggesting a potential upside of 45.95%. Given Clear Secure’s higher probable upside, analysts plainly believe Clear Secure is more favorable than Roblox.
Volatility and Risk
Earnings and Valuation
This table compares Roblox and Clear Secure”s gross revenue, earnings per share and valuation.
Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
Roblox | $2.80 billion | 14.54 | -$1.15 billion | ($1.64) | -40.85 |
Clear Secure | $613.58 million | 5.48 | $28.11 million | $0.86 | 28.04 |
Clear Secure has lower revenue, but higher earnings than Roblox. Roblox is trading at a lower price-to-earnings ratio than Clear Secure, indicating that it is currently the more affordable of the two stocks.
Profitability
This table compares Roblox and Clear Secure’s net margins, return on equity and return on assets.
Net Margins | Return on Equity | Return on Assets | |
Roblox | -30.90% | -986.36% | -16.20% |
Clear Secure | 10.93% | 48.28% | 12.96% |
Institutional & Insider Ownership
94.5% of Roblox shares are held by institutional investors. Comparatively, 73.8% of Clear Secure shares are held by institutional investors. 22.2% of Roblox shares are held by company insiders. Comparatively, 37.9% of Clear Secure shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Summary
Clear Secure beats Roblox on 8 of the 15 factors compared between the two stocks.
About Roblox
Roblox Corporation develops and operates an online entertainment platform in the United States and internationally. It offers Roblox Studio, a free toolset that allows developers and creators to build, publish, and operate 3D experiences, and other content; Roblox Client, an application that allows users to explore 3D experience; and Roblox Cloud, which provides services and infrastructure that power the platform. Roblox Corporation was incorporated in 2004 and is headquartered in San Mateo, California.
About Clear Secure
Clear Secure, Inc. operates a secure identity platform under the CLEAR brand name primarily in the United States. Its secure identity platform is a multi-layered infrastructure consisting of front-end, including enrollment, verification, and linking, as well as back-end. The company also offers CLEAR Plus, a consumer aviation subscription service, which enables access to predictable entry lanes in airport security checkpoints, as well as access to broader network; and CLEAR mobile app, which is used to enroll new members and improve the experience for existing members. In addition, it provides RESERVE powered by CLEAR, a virtual queuing technology that provides users with the ability to book a dedicated time slot to go through security at the airport; CLEAR Verified, a B2B offering that extends secure identity platform to partners to create friction-free experiences for their customers; TSA PreCheck Enrollment Provided by CLEAR, as well as online renewal services; Atlas Certified, an automated solution to verify professional licenses and certification data across industries; and Sora ID that enables adding know your customer services to platform offerings, as well as virtual queuing technology that enables customers to manage lines. The company was founded in 2010 and is headquartered in New York, New York. Clear Secure, Inc. is a subsidiary of Alclear Investments, Llc.
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