Software - Application
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YOU vs IDCC
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
YOU vs IDCC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Application | Software - Application |
| Market Cap | $5.85B | $7.18B |
| Revenue (TTM) | $942M | $829M |
| Net Income (TTM) | $169M | $366M |
| Gross Margin | 91.0% | 83.4% |
| Operating Margin | 22.4% | 49.6% |
| Forward P/E | 39.4x | 38.8x |
| Total Debt | $0.00 | $506M |
| Cash & Equiv. | $86M | $739M |
YOU vs IDCC — 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 | 145.4 | +45.4% |
| InterDigital, Inc. (IDCC) | 100 | 381.7 | +281.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: YOU vs IDCC
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
IDCC is the clearest fit if your priority is long-term compounding.
- 436.7% 10Y total return vs YOU's 52.9%
- Lower P/E (38.8x vs 39.4x)
- 44.2% margin vs YOU's 17.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 16.9% revenue growth vs IDCC's -4.0% | |
| Value | Lower P/E (38.8x vs 39.4x) | |
| Quality / Margins | 44.2% margin vs YOU's 17.9% | |
| Stability / Safety | Beta 1.01 vs IDCC's 1.12 | |
| Dividends | 1.6% yield, 1-year raise streak, vs IDCC's 0.6% | |
| Momentum (1Y) | +124.1% vs IDCC's +32.4% | |
| Efficiency (ROA) | 17.7% ROA vs YOU's 13.4%, ROIC 40.9% vs 68.1% |
YOU vs IDCC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
YOU vs IDCC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — YOU and IDCC each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
YOU and IDCC operate at a comparable scale, with $942M and $829M in trailing revenue. IDCC is the more profitable business, keeping 44.2% of every revenue dollar as net income compared to YOU's 17.9%. On growth, YOU holds the edge at +19.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $942M | $829M |
| EBITDAEarnings before interest/tax | $246M | $489M |
| Net IncomeAfter-tax profit | $169M | $366M |
| Free Cash FlowCash after capex | $437M | $580M |
| Gross MarginGross profit ÷ Revenue | +91.0% | +83.4% |
| Operating MarginEBIT ÷ Revenue | +22.4% | +49.6% |
| Net MarginNet income ÷ Revenue | +17.9% | +44.2% |
| FCF MarginFCF ÷ Revenue | +46.4% | +70.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +19.7% | -2.4% |
| EPS Growth (YoY)Latest quarter vs prior year | +46.2% | -38.0% |
Valuation Metrics
IDCC leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 23.6x trailing earnings, IDCC trades at a 55% valuation discount to YOU's 51.9x P/E. On an enterprise value basis, IDCC's 12.9x EV/EBITDA is more attractive than YOU's 26.1x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $5.9B | $7.2B |
| Enterprise ValueMkt cap + debt − cash | $5.8B | $6.9B |
| Trailing P/EPrice ÷ TTM EPS | 51.93x | 23.62x |
| Forward P/EPrice ÷ next-FY EPS est. | 39.39x | 38.81x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.45x |
| EV / EBITDAEnterprise value multiple | 26.08x | 12.91x |
| Price / SalesMarket cap ÷ Revenue | 6.50x | 8.61x |
| Price / BookPrice ÷ Book value/share | 27.68x | 8.73x |
| Price / FCFMarket cap ÷ FCF | 17.06x | 13.58x |
Profitability & Efficiency
Evenly matched — YOU and IDCC each lead in 3 of 6 comparable metrics.
Profitability & Efficiency
YOU delivers a 95.0% return on equity — every $100 of shareholder capital generates $95 in annual profit, vs $33 for IDCC.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +95.0% | +33.4% |
| ROA (TTM)Return on assets | +13.4% | +17.7% |
| ROICReturn on invested capital | +68.1% | +40.9% |
| ROCEReturn on capital employed | +34.0% | +38.1% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | — | 0.46x |
| Net DebtTotal debt minus cash | -$86M | -$233M |
| Cash & Equiv.Liquid assets | $86M | $739M |
| Total DebtShort + long-term debt | $0 | $506M |
| Interest CoverageEBIT ÷ Interest expense | — | 11.48x |
Total Returns (Dividends Reinvested)
IDCC leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IDCC five years ago would be worth $40,308 today (with dividends reinvested), compared to $15,295 for YOU. Over the past 12 months, YOU leads with a +124.1% total return vs IDCC's +32.4%. The 3-year compound annual growth rate (CAGR) favors IDCC at 52.1% vs YOU's 33.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +70.2% | -14.1% |
| 1-Year ReturnPast 12 months | +124.1% | +32.4% |
| 3-Year ReturnCumulative with dividends | +136.0% | +251.7% |
| 5-Year ReturnCumulative with dividends | +52.9% | +303.1% |
| 10-Year ReturnCumulative with dividends | +52.9% | +436.7% |
| CAGR (3Y)Annualised 3-year return | +33.1% | +52.1% |
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 IDCC's 1.12 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. YOU currently trades 94.6% from its 52-week high vs IDCC's 67.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.01x | 1.12x |
| 52-Week HighHighest price in past year | $61.50 | $412.60 |
| 52-Week LowLowest price in past year | $23.88 | $205.78 |
| % of 52W HighCurrent price vs 52-week peak | +94.6% | +67.6% |
| RSI (14)Momentum oscillator 0–100 | 69.6 | 30.8 |
| Avg Volume (50D)Average daily shares traded | 1.8M | 393K |
Analyst Outlook
Evenly matched — YOU and IDCC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates YOU as "Buy" and IDCC as "Buy". Consensus price targets imply 52.5% upside for IDCC (target: $425) vs 2.7% for YOU (target: $60). For income investors, YOU offers the higher dividend yield at 1.62% vs IDCC's 0.63%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $59.75 | $425.00 |
| # AnalystsCovering analysts | 9 | 16 |
| Dividend YieldAnnual dividend ÷ price | +1.6% | +0.6% |
| Dividend StreakConsecutive years of raises | 1 | 4 |
| Dividend / ShareAnnual DPS | $0.94 | $1.76 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.2% | +1.4% |
IDCC leads in 2 of 6 categories (Valuation Metrics, Total Returns). YOU leads in 1 (Risk & Volatility). 3 tied.
YOU vs IDCC: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is YOU or IDCC 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 -4. 0% for InterDigital, Inc. (IDCC). InterDigital, Inc. (IDCC) offers the better valuation at 23. 6x trailing P/E (38. 8x 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 IDCC?
On trailing P/E, InterDigital, Inc.
(IDCC) is the cheapest at 23. 6x versus Clear Secure, Inc. at 51. 9x. On forward P/E, InterDigital, Inc. is actually cheaper at 38. 8x.
03Which is the better long-term investment — YOU or IDCC?
Over the past 5 years, InterDigital, Inc.
(IDCC) delivered a total return of +303. 1%, compared to +52. 9% for Clear Secure, Inc. (YOU). Over 10 years, the gap is even starker: IDCC returned +436. 7% versus YOU's +52. 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 IDCC?
By beta (market sensitivity over 5 years), Clear Secure, Inc.
(YOU) is the lower-risk stock at 1. 01β versus InterDigital, Inc. 's 1. 12β — meaning IDCC is approximately 11% more volatile than YOU relative to the S&P 500.
05Which is growing faster — YOU or IDCC?
By revenue growth (latest reported year), Clear Secure, Inc.
(YOU) is pulling ahead at 16. 9% versus -4. 0% for InterDigital, Inc. (IDCC). On earnings-per-share growth, the picture is similar: InterDigital, Inc. grew EPS -2. 2% 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 IDCC?
InterDigital, Inc.
(IDCC) is the more profitable company, earning 48. 8% net margin versus 12. 1% for Clear Secure, Inc. — meaning it keeps 48. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IDCC leads at 55. 3% versus 20. 7% for YOU. 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 IDCC more undervalued right now?
On forward earnings alone, InterDigital, Inc.
(IDCC) trades at 38. 8x forward P/E versus 39. 4x for Clear Secure, Inc. — 0. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IDCC: 52. 5% to $425. 00.
08Which pays a better dividend — YOU or IDCC?
All stocks in this comparison pay dividends.
Clear Secure, Inc. (YOU) offers the highest yield at 1. 6%, versus 0. 6% for InterDigital, Inc. (IDCC).
09Is YOU or IDCC better for a retirement portfolio?
For long-horizon retirement investors, InterDigital, Inc.
(IDCC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 12), 0. 6% yield, +436. 7% 10Y return). Both have compounded well over 10 years (IDCC: +436. 7%, YOU: +52. 9%), 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 IDCC?
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; IDCC is a small-cap quality compounder stock. 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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