SNDK
Sandisk Corporation
SNDK has the edge over YOU overall, supported by stronger fundamentals.
YOU
Clear Secure, Inc.
YOU has lower modeled downside risk, despite its lower overall score.
SNDK Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
SNDK's revenue, profitability, cash flow and balance sheet are all currently strong.
YOU Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
YOU's revenue, profitability, cash flow and balance sheet are all currently healthy.
SNDK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.8x | $937 | — |
| Current | 7.5x | $937 | — |
| Cheap | 17x | $2,173 | +132% |
| Fair | 24x | $3,048 | +225% |
| Expensive | 59x | $7,452 | +695% |
Historical ranges are pointers, not guarantees.
SNDK has the edge over YOU in the historical PE scenario, which offers more potential upside but is not a forecast.
YOU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 19x | $32.82 | -42% |
| Forward | 25x | $56.79 | — |
| Fair | 32x | $54.08 | -4.8% |
| Current | 33x | $56.79 | — |
| Expensive | 50x | $85.27 | +50% |
Historical ranges are pointers, not guarantees.
YOU's PE is in its fair range at 33x. If earnings grow as analysts expect, today's price would be 25x next year's earnings, in its cheap range.
SNDK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect strong earnings and revenue growth for SNDK, with profitability improving.
YOU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for YOU, with profitability improving. However, they disagree widely on these estimates.
SNDK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $247.30 | +97% |
| Q3 2026 | $125.61 | +$137.63 |
| Q2 2026 | $73.76 | +$85.07 |
| Q2 2025 | -$11.31 | -$6.65 |
SNDK has the edge over YOU in the latest year-over-year earnings comparison.
YOU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.31 | +35% |
| Q3 2026 | $1.71 | +1.8% |
| Q2 2026 | $1.48 | -9.8% |
| Q1 2026 | $1.25 | -24% |
| Q4 2025 | $1.12 | -29% |
| Q3 2025 | $1.68 | +95% |
| Q2 2025 | $1.64 | +110% |
| Q1 2025 | $1.64 | +169% |
| Q4 2024 | $1.58 | +394% |
YOU earned $1.71 per share over the past year, up 1.8% from the year before.
SNDK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11B | +378% |
| Q2 2026 | $9B | +372% |
| Q1 2026 | $6B | +251% |
| Q4 2025 | $3B | +61% |
| Q3 2025 | $2.3B | +23% |
| Q2 2025 | $1.9B | +8% |
| Q1 2025 | $1.7B | -0.6% |
| Q4 2024 | $1.9B | +13% |
SNDK's revenue has grown year over year for six quarters in a row: $11B last quarter, up 378% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 80% | +72 points |
| Q2 2026 | 78% | +78 points |
| Q1 2026 | 69% | +180 points |
| Q4 2025 | 35% | +25 points |
| Q3 2025 | 7.6% | -9 points |
| Q2 2025 | 0.9% | N/A |
| Q1 2025 | -111% | -122 points |
| Q4 2024 | 10% | +6.6 points |
SNDK has the edge over YOU on profitability, with a higher operating margin.
YOU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $292.9M | +28% |
| Q2 2026 | $277.8M | +27% |
| Q1 2026 | $253M | +20% |
| Q4 2025 | $240.8M | +17% |
| Q3 2025 | $229.2M | +16% |
| Q2 2025 | $219.5M | +18% |
| Q1 2025 | $211.4M | +18% |
| Q4 2024 | $206.3M | +21% |
YOU's revenue has grown year over year for 21 quarters in a row: $293M last quarter, up 28% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 28% | +5.4 points |
| Q2 2026 | 30% | +11 points |
| Q1 2026 | 25% | +6.8 points |
| Q4 2025 | 22% | +5.9 points |
| Q3 2025 | 23% | +5.3 points |
| Q2 2025 | 19% | +3.1 points |
| Q1 2025 | 18% | +4.5 points |
| Q4 2024 | 17% | +7.3 points |
YOU's operating margin was 28% last quarter, up 5.4 points from the same quarter a year ago.
SNDK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.3B | +1340% |
| Q2 2026 | $7.1B | +14355% |
| Q1 2026 | $3B | +$3B |
| Q3 2025 | $438M | +$636M |
| Q2 2025 | $49M | +$217M |
| Q1 2025 | -$18M | +$23M |
| Q3 2024 | -$198M | -$157M |
SNDK generated $17.4B in free cash flow over the past year, more than ten times what it generated the year before.
YOU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$103.8M | -$50.4M |
| Q2 2026 | $189M | +60% |
| Q1 2026 | $185.5M | +103% |
| Q4 2025 | $187.4M | +40% |
| Q3 2025 | -$53.5M | -$15.6M |
| Q2 2025 | $117.9M | +7.2% |
| Q1 2025 | $91.3M | +18% |
| Q4 2024 | $133.9M | +49% |
YOU usually generates cash, though not every quarter: the latest was −$104M, but it generated $458M over the past year.
SNDK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1M shares |
| 1 year | +3.4% | +5M shares |
| 3 years | +6.9% | +10M shares |
SNDK has the edge over YOU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5B |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
YOU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +28% | +28.5M shares |
| 1 year | +34% | +33.5M shares |
| 3 years | +44% | +40.4M shares |
| 5 years | +79% | +58M shares |
| Available history | +79% | +57.8M shares |
YOU has 131M diluted shares, up 34% from a year ago, despite $174M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $170.9M |
| Q2 2026 | — |
| Q1 2026 | $1.2M |
| Q4 2025 | $1.8M |
| Q3 2025 | $5.9M |
| Q2 2025 | $24.6M |
| Q1 2025 | $101.7M |
| Q4 2024 | $47.8M |
YOU spent $174M buying back its own shares over the past year, down 3.4% from the year before.
SNDK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
SNDK has the edge over YOU on leverage, with a lower net debt burden relative to earnings.
YOU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.1x | Net Cash |
| Q2 2026 | -0.1x | Net Cash |
| Q1 2026 | -0.6x | Net Cash |
| Q4 2025 | -0.4x | Net Cash |
| Q3 2025 | -0.6x | Net Cash |
| Q2 2025 | 0.2x | Very low |
| Q1 2025 | 0.3x | Very low |
| Q4 2024 | 0.6x | Very low |
YOU has more cash than debt.
SNDK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.6 | Oversold |
SNDK's weekly RSI is 40 (neutral) and its Stochastic is 11 (oversold).
YOU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.1 | Neutral |
| Stochastic | 50.9 | Neutral |
YOU's weekly RSI is 64 (neutral) and its Stochastic is 51 (neutral).
SNDK PE vs Technology Sector
| Metric | SNDK | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 28x | 73% below |
| PE % | 4 | 27 | 23 pts below |
SNDK has the edge over YOU on valuation relative to its sector.
YOU PE vs Technology Sector
| Metric | YOU | Sector median | Relative |
|---|---|---|---|
| PE | 33x | 28x | 19% above |
| PE % | 55 | 43 | 12 pts above |
YOU is trading at 33x earnings, a 19% premium to the Technology sector's median of 28x.
SNDK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,317.5 | 29% below |
| 20 week MA | $1,465.4 | 36% below |
| 50 week MA | $1,119.6 | 16% below |
YOU has stronger trend alignment. SNDK is above 0 of 3 weekly averages versus YOU above 5 of 5.
YOU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $46.6 | 22% above |
| 20 week MA | $47.7 | 19% above |
| 50 week MA | $46.3 | 23% above |
| 100 week MA | $37.5 | 51% above |
| 200 week MA | $30.4 | 87% above |
YOU is in an uptrend: it's above all five of its weekly moving averages, and 87% above its 200-week average.
SNDK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $50.4 | $250.1 | +396% |
| 2026 YTD | $250.1 | $937.5 | +275% |
SNDK has the edge over YOU on returns for 2026, with the stronger performance.
YOU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $48.0 | $30.3 | -37% |
| 2022 | $30.3 | $26.8 | -12% |
| 2023 | $26.8 | $20.7 | -23% |
| 2024 | $20.7 | $27.2 | +32% |
| 2025 | $27.2 | $35.9 | +32% |
| 2026 YTD | $35.9 | $56.8 | +58% |
YOU is up 58% so far in 2026, after finishing lower in three of the previous five years.