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Side-by-side financial comparison of Stoke Therapeutics, Inc. (STOK) and Clear Secure, Inc. (YOU). Click either name above to swap in a different company.

Clear Secure, Inc. is the larger business by last-quarter revenue ($240.8M vs $158.6M, roughly 1.5× Stoke Therapeutics, Inc.). Stoke Therapeutics, Inc. runs the higher net margin — 71.2% vs 12.8%, a 58.4% gap on every dollar of revenue. On growth, Stoke Therapeutics, Inc. posted the faster year-over-year revenue change (3661.1% vs 16.7%). Clear Secure, Inc. produced more free cash flow last quarter ($187.4M vs $131.7M).

Stoke Therapeutics, Inc. is a clinical-stage biotechnology company developing innovative RNA-targeted therapies for severe rare genetic diseases. Its lead candidates address unmet needs for Dravet syndrome, a rare epilepsy, and other neurological monogenic disorders, serving patients across North America and global markets.

Clear Secure, Inc. is an American technology company that operates biometric travel document verification systems at some major airports and stadiums. It was founded in 2003, but shut down in 2009 after filing for bankruptcy. It was relaunched in 2012 and went public in 2021.

STOK vs YOU — Head-to-Head

Bigger by revenue
YOU
YOU
1.5× larger
YOU
$240.8M
$158.6M
STOK
Growing faster (revenue YoY)
STOK
STOK
+3644.4% gap
STOK
3661.1%
16.7%
YOU
Higher net margin
STOK
STOK
58.4% more per $
STOK
71.2%
12.8%
YOU
More free cash flow
YOU
YOU
$55.7M more FCF
YOU
$187.4M
$131.7M
STOK

Income Statement — Q1 FY2025 vs Q4 FY2025

Metric
STOK
STOK
YOU
YOU
Revenue
$158.6M
$240.8M
Net Profit
$112.9M
$30.8M
Gross Margin
Operating Margin
70.2%
22.4%
Net Margin
71.2%
12.8%
Revenue YoY
3661.1%
16.7%
Net Profit YoY
528.0%
-70.2%
EPS (diluted)
$1.90

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
STOK
STOK
YOU
YOU
Q4 25
$240.8M
Q3 25
$229.2M
Q2 25
$219.5M
Q1 25
$158.6M
$211.4M
Q4 24
$22.6M
$206.3M
Q3 24
$198.4M
Q2 24
$186.7M
Q1 24
$179.0M
Net Profit
STOK
STOK
YOU
YOU
Q4 25
$30.8M
Q3 25
$28.3M
Q2 25
$24.7M
Q1 25
$112.9M
$25.4M
Q4 24
$-10.5M
$103.3M
Q3 24
$23.5M
Q2 24
$24.1M
Q1 24
$18.8M
Operating Margin
STOK
STOK
YOU
YOU
Q4 25
22.4%
Q3 25
23.0%
Q2 25
19.4%
Q1 25
70.2%
17.7%
Q4 24
-60.4%
16.5%
Q3 24
17.7%
Q2 24
16.2%
Q1 24
13.2%
Net Margin
STOK
STOK
YOU
YOU
Q4 25
12.8%
Q3 25
12.3%
Q2 25
11.3%
Q1 25
71.2%
12.0%
Q4 24
-46.4%
50.1%
Q3 24
11.8%
Q2 24
12.9%
Q1 24
10.5%
EPS (diluted)
STOK
STOK
YOU
YOU
Q4 25
Q3 25
Q2 25
Q1 25
$1.90
Q4 24
$-0.15
Q3 24
Q2 24
Q1 24

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
STOK
STOK
YOU
YOU
Cash + ST InvestmentsLiquidity on hand
$274.8M
$85.7M
Total DebtLower is stronger
Stockholders' EquityBook value
$350.1M
$177.7M
Total Assets
$406.9M
$1.3B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
STOK
STOK
YOU
YOU
Q4 25
$85.7M
Q3 25
$75.8M
Q2 25
$89.3M
Q1 25
$274.8M
$87.6M
Q4 24
$128.0M
$66.9M
Q3 24
$32.9M
Q2 24
$39.1M
Q1 24
$64.1M
Stockholders' Equity
STOK
STOK
YOU
YOU
Q4 25
$177.7M
Q3 25
$148.6M
Q2 25
$121.3M
Q1 25
$350.1M
$116.7M
Q4 24
$229.0M
$198.4M
Q3 24
$129.0M
Q2 24
$153.5M
Q1 24
$165.9M
Total Assets
STOK
STOK
YOU
YOU
Q4 25
$1.3B
Q3 25
$1.1B
Q2 25
$1.2B
Q1 25
$406.9M
$1.1B
Q4 24
$271.6M
$1.2B
Q3 24
$858.6M
Q2 24
$982.4M
Q1 24
$1.0B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
STOK
STOK
YOU
YOU
Operating Cash FlowLast quarter
$131.8M
$198.4M
Free Cash FlowOCF − Capex
$131.7M
$187.4M
FCF MarginFCF / Revenue
83.0%
77.8%
Capex IntensityCapex / Revenue
0.1%
4.6%
Cash ConversionOCF / Net Profit
1.17×
6.45×
TTM Free Cash FlowTrailing 4 quarters
$343.1M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
STOK
STOK
YOU
YOU
Q4 25
$198.4M
Q3 25
$-47.3M
Q2 25
$123.0M
Q1 25
$131.8M
$98.3M
Q4 24
$-23.2M
$136.6M
Q3 24
$-35.9M
Q2 24
$114.6M
Q1 24
$80.3M
Free Cash Flow
STOK
STOK
YOU
YOU
Q4 25
$187.4M
Q3 25
$-53.5M
Q2 25
$117.9M
Q1 25
$131.7M
$91.3M
Q4 24
$-23.2M
$133.9M
Q3 24
$-37.9M
Q2 24
$110.1M
Q1 24
$77.6M
FCF Margin
STOK
STOK
YOU
YOU
Q4 25
77.8%
Q3 25
-23.3%
Q2 25
53.7%
Q1 25
83.0%
43.2%
Q4 24
-102.7%
64.9%
Q3 24
-19.1%
Q2 24
59.0%
Q1 24
43.3%
Capex Intensity
STOK
STOK
YOU
YOU
Q4 25
4.6%
Q3 25
2.7%
Q2 25
2.3%
Q1 25
0.1%
3.4%
Q4 24
0.2%
1.3%
Q3 24
1.0%
Q2 24
2.4%
Q1 24
1.6%
Cash Conversion
STOK
STOK
YOU
YOU
Q4 25
6.45×
Q3 25
-1.67×
Q2 25
4.97×
Q1 25
1.17×
3.87×
Q4 24
1.32×
Q3 24
-1.53×
Q2 24
4.75×
Q1 24
4.27×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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