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YOU vs OSIS
Revenue, margins, valuation, and 5-year total return — side by side.
Hardware, Equipment & Parts
YOU vs OSIS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Application | Hardware, Equipment & Parts |
| Market Cap | $6.05B | $3.96B |
| Revenue (TTM) | $942M | $1.81B |
| Net Income (TTM) | $169M | $152M |
| Gross Margin | 91.0% | 32.8% |
| Operating Margin | 22.4% | 12.1% |
| Forward P/E | 41.3x | 23.0x |
| Total Debt | $0.00 | $682M |
| Cash & Equiv. | $86M | $106M |
YOU vs OSIS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 21 | May 26 | Return |
|---|---|---|---|
| Clear Secure, Inc. (YOU) | 100 | 152.3 | +52.3% |
| OSI Systems, Inc. (OSIS) | 100 | 236.4 | +136.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: YOU vs OSIS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
YOU carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.01, yield 1.6%
- Rev growth 16.9%, EPS growth -28.2%, 3Y rev CAGR 27.2%
- Lower volatility, beta 1.01, current ratio 1.01x
OSIS is the clearest fit if your priority is long-term compounding.
- 377.5% 10Y total return vs YOU's 59.9%
- Lower P/E (23.0x vs 41.3x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 16.9% revenue growth vs OSIS's 11.3% | |
| Value | Lower P/E (23.0x vs 41.3x) | |
| Quality / Margins | 17.9% margin vs OSIS's 8.4% | |
| Stability / Safety | Beta 1.01 vs OSIS's 1.44 | |
| Dividends | 1.6% yield; 1-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +135.6% vs OSIS's +8.9% | |
| Efficiency (ROA) | 13.4% ROA vs OSIS's 6.3%, ROIC 68.1% vs 11.5% |
YOU vs OSIS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
YOU vs OSIS — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
YOU leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
OSIS is the larger business by revenue, generating $1.8B annually — 1.9x YOU's $942M. YOU is the more profitable business, keeping 17.9% of every revenue dollar as net income compared to OSIS's 8.4%. On growth, YOU holds the edge at +19.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $942M | $1.8B |
| EBITDAEarnings before interest/tax | $246M | $229M |
| Net IncomeAfter-tax profit | $169M | $152M |
| Free Cash FlowCash after capex | $437M | $77M |
| Gross MarginGross profit ÷ Revenue | +91.0% | +32.8% |
| Operating MarginEBIT ÷ Revenue | +22.4% | +12.1% |
| Net MarginNet income ÷ Revenue | +17.9% | +8.4% |
| FCF MarginFCF ÷ Revenue | +46.4% | +4.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +19.7% | +2.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +46.2% | -3.8% |
Valuation Metrics
OSIS leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 27.6x trailing earnings, OSIS trades at a 49% valuation discount to YOU's 54.4x P/E. On an enterprise value basis, OSIS's 17.4x EV/EBITDA is more attractive than YOU's 27.0x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $6.1B | $4.0B |
| Enterprise ValueMkt cap + debt − cash | $6.0B | $4.5B |
| Trailing P/EPrice ÷ TTM EPS | 54.41x | 27.59x |
| Forward P/EPrice ÷ next-FY EPS est. | 41.27x | 22.97x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.67x |
| EV / EBITDAEnterprise value multiple | 26.98x | 17.37x |
| Price / SalesMarket cap ÷ Revenue | 6.72x | 2.31x |
| Price / BookPrice ÷ Book value/share | 29.00x | 4.34x |
| Price / FCFMarket cap ÷ FCF | 17.64x | 70.60x |
Profitability & Efficiency
YOU leads this category, winning 7 of 7 comparable metrics.
Profitability & Efficiency
YOU delivers a 95.0% return on equity — every $100 of shareholder capital generates $95 in annual profit, vs $17 for OSIS. On the Piotroski fundamental quality scale (0–9), YOU scores 6/9 vs OSIS's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +95.0% | +16.7% |
| ROA (TTM)Return on assets | +13.4% | +6.3% |
| ROICReturn on invested capital | +68.1% | +11.5% |
| ROCEReturn on capital employed | +34.0% | +16.3% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 |
| Debt / EquityFinancial leverage | — | 0.72x |
| Net DebtTotal debt minus cash | -$86M | $576M |
| Cash & Equiv.Liquid assets | $86M | $106M |
| Total DebtShort + long-term debt | $0 | $682M |
| Interest CoverageEBIT ÷ Interest expense | — | 11.43x |
Total Returns (Dividends Reinvested)
YOU leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in OSIS five years ago would be worth $24,826 today (with dividends reinvested), compared to $15,989 for YOU. Over the past 12 months, YOU leads with a +135.6% total return vs OSIS's +8.9%. The 3-year compound annual growth rate (CAGR) favors YOU at 35.1% vs OSIS's 26.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +78.3% | -6.0% |
| 1-Year ReturnPast 12 months | +135.6% | +8.9% |
| 3-Year ReturnCumulative with dividends | +146.7% | +103.2% |
| 5-Year ReturnCumulative with dividends | +59.9% | +148.3% |
| 10-Year ReturnCumulative with dividends | +59.9% | +377.5% |
| CAGR (3Y)Annualised 3-year return | +35.1% | +26.7% |
Risk & Volatility
YOU leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
YOU is the less volatile stock with a 1.01 beta — it tends to amplify market swings less than OSIS's 1.44 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. YOU currently trades 99.4% from its 52-week high vs OSIS's 77.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.01x | 1.44x |
| 52-Week HighHighest price in past year | $61.28 | $311.27 |
| 52-Week LowLowest price in past year | $23.88 | $204.00 |
| % of 52W HighCurrent price vs 52-week peak | +99.4% | +77.2% |
| RSI (14)Momentum oscillator 0–100 | 66.1 | 26.3 |
| Avg Volume (50D)Average daily shares traded | 1.9M | 278K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates YOU as "Buy" and OSIS as "Buy". Consensus price targets imply 22.2% upside for OSIS (target: $294) vs -2.0% for YOU (target: $60). YOU is the only dividend payer here at 1.55% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $59.75 | $293.50 |
| # AnalystsCovering analysts | 9 | 17 |
| Dividend YieldAnnual dividend ÷ price | +1.6% | — |
| Dividend StreakConsecutive years of raises | 1 | — |
| Dividend / ShareAnnual DPS | $0.94 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.1% | +2.0% |
YOU leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). OSIS leads in 1 (Valuation Metrics).
YOU vs OSIS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is YOU or OSIS a better buy right now?
For growth investors, Clear Secure, Inc.
(YOU) is the stronger pick with 16. 9% revenue growth year-over-year, versus 11. 3% for OSI Systems, Inc. (OSIS). OSI Systems, Inc. (OSIS) offers the better valuation at 27. 6x trailing P/E (23. 0x forward), making it the more compelling value choice. Analysts rate Clear Secure, Inc. (YOU) a "Buy" — based on 9 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — YOU or OSIS?
On trailing P/E, OSI Systems, Inc.
(OSIS) is the cheapest at 27. 6x versus Clear Secure, Inc. at 54. 4x. On forward P/E, OSI Systems, Inc. is actually cheaper at 23. 0x.
03Which is the better long-term investment — YOU or OSIS?
Over the past 5 years, OSI Systems, Inc.
(OSIS) delivered a total return of +148. 3%, compared to +59. 9% for Clear Secure, Inc. (YOU). Over 10 years, the gap is even starker: OSIS returned +377. 5% versus YOU's +59. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — YOU or OSIS?
By beta (market sensitivity over 5 years), Clear Secure, Inc.
(YOU) is the lower-risk stock at 1. 01β versus OSI Systems, Inc. 's 1. 44β — meaning OSIS is approximately 43% more volatile than YOU relative to the S&P 500.
05Which is growing faster — YOU or OSIS?
By revenue growth (latest reported year), Clear Secure, Inc.
(YOU) is pulling ahead at 16. 9% versus 11. 3% for OSI Systems, Inc. (OSIS). On earnings-per-share growth, the picture is similar: OSI Systems, Inc. grew EPS 18. 0% year-over-year, compared to -28. 2% for Clear Secure, Inc.. Over a 3-year CAGR, YOU leads at 27. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — YOU or OSIS?
Clear Secure, Inc.
(YOU) is the more profitable company, earning 12. 1% net margin versus 8. 7% for OSI Systems, Inc. — meaning it keeps 12. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: YOU leads at 20. 7% versus 12. 7% for OSIS. At the gross margin level — before operating expenses — YOU leads at 85. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is YOU or OSIS more undervalued right now?
On forward earnings alone, OSI Systems, Inc.
(OSIS) trades at 23. 0x forward P/E versus 41. 3x for Clear Secure, Inc. — 18. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for OSIS: 22. 2% to $293. 50.
08Which pays a better dividend — YOU or OSIS?
In this comparison, YOU (1.
6% yield) pays a dividend. OSIS does not pay a meaningful dividend and should not be held primarily for income.
09Is YOU or OSIS better for a retirement portfolio?
For long-horizon retirement investors, Clear Secure, Inc.
(YOU) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 01), 1. 6% yield). Both have compounded well over 10 years (YOU: +59. 9%, OSIS: +377. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between YOU and OSIS?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: YOU is a small-cap high-growth stock; OSIS is a small-cap quality compounder stock. YOU pays a dividend while OSIS does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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