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Side-by-side financial comparison of TALOS ENERGY INC. (TALO) and Clear Secure, Inc. (YOU). Click either name above to swap in a different company.

TALOS ENERGY INC. is the larger business by last-quarter revenue ($392.2M vs $240.8M, roughly 1.6× Clear Secure, Inc.). Clear Secure, Inc. runs the higher net margin — 12.8% vs -51.6%, a 64.4% gap on every dollar of revenue. On growth, Clear Secure, Inc. posted the faster year-over-year revenue change (16.7% vs -19.2%). Over the past eight quarters, Clear Secure, Inc.'s revenue compounded faster (16.0% CAGR vs -4.5%).

Talos Energy Inc. is an oil and gas company that engages in the exploration, development, and production of oil and natural gas properties in the Gulf Coast and Gulf of Mexico.

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.

TALO vs YOU — Head-to-Head

Bigger by revenue
TALO
TALO
1.6× larger
TALO
$392.2M
$240.8M
YOU
Growing faster (revenue YoY)
YOU
YOU
+35.9% gap
YOU
16.7%
-19.2%
TALO
Higher net margin
YOU
YOU
64.4% more per $
YOU
12.8%
-51.6%
TALO
Faster 2-yr revenue CAGR
YOU
YOU
Annualised
YOU
16.0%
-4.5%
TALO

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
TALO
TALO
YOU
YOU
Revenue
$392.2M
$240.8M
Net Profit
$-202.6M
$30.8M
Gross Margin
Operating Margin
-62.2%
22.4%
Net Margin
-51.6%
12.8%
Revenue YoY
-19.2%
16.7%
Net Profit YoY
-214.0%
-70.2%
EPS (diluted)
$-1.17

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
TALO
TALO
YOU
YOU
Q4 25
$392.2M
$240.8M
Q3 25
$450.1M
$229.2M
Q2 25
$424.7M
$219.5M
Q1 25
$513.1M
$211.4M
Q4 24
$485.2M
$206.3M
Q3 24
$509.3M
$198.4M
Q2 24
$549.2M
$186.7M
Q1 24
$429.9M
$179.0M
Net Profit
TALO
TALO
YOU
YOU
Q4 25
$-202.6M
$30.8M
Q3 25
$-95.9M
$28.3M
Q2 25
$-185.9M
$24.7M
Q1 25
$-9.9M
$25.4M
Q4 24
$-64.5M
$103.3M
Q3 24
$88.2M
$23.5M
Q2 24
$12.4M
$24.1M
Q1 24
$-112.4M
$18.8M
Operating Margin
TALO
TALO
YOU
YOU
Q4 25
-62.2%
22.4%
Q3 25
-19.1%
23.0%
Q2 25
-64.4%
19.4%
Q1 25
8.5%
17.7%
Q4 24
5.6%
16.5%
Q3 24
4.6%
17.7%
Q2 24
9.9%
16.2%
Q1 24
15.8%
13.2%
Net Margin
TALO
TALO
YOU
YOU
Q4 25
-51.6%
12.8%
Q3 25
-21.3%
12.3%
Q2 25
-43.8%
11.3%
Q1 25
-1.9%
12.0%
Q4 24
-13.3%
50.1%
Q3 24
17.3%
11.8%
Q2 24
2.3%
12.9%
Q1 24
-26.2%
10.5%
EPS (diluted)
TALO
TALO
YOU
YOU
Q4 25
$-1.17
Q3 25
$-0.55
Q2 25
$-1.05
Q1 25
$-0.05
Q4 24
$-0.29
Q3 24
$0.49
Q2 24
$0.07
Q1 24
$-0.71

Balance Sheet & Financial Strength

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

Metric
TALO
TALO
YOU
YOU
Cash + ST InvestmentsLiquidity on hand
$362.8M
$85.7M
Total DebtLower is stronger
$1.2B
Stockholders' EquityBook value
$2.2B
$177.7M
Total Assets
$5.6B
$1.3B
Debt / EquityLower = less leverage
0.57×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
TALO
TALO
YOU
YOU
Q4 25
$362.8M
$85.7M
Q3 25
$332.7M
$75.8M
Q2 25
$357.3M
$89.3M
Q1 25
$202.9M
$87.6M
Q4 24
$108.2M
$66.9M
Q3 24
$45.5M
$32.9M
Q2 24
$37.8M
$39.1M
Q1 24
$21.0M
$64.1M
Total Debt
TALO
TALO
YOU
YOU
Q4 25
$1.2B
Q3 25
$1.2B
Q2 25
$1.2B
Q1 25
$1.2B
Q4 24
$1.2B
Q3 24
$1.3B
Q2 24
$1.4B
Q1 24
$1.5B
Stockholders' Equity
TALO
TALO
YOU
YOU
Q4 25
$2.2B
$177.7M
Q3 25
$2.4B
$148.6M
Q2 25
$2.5B
$121.3M
Q1 25
$2.7B
$116.7M
Q4 24
$2.8B
$198.4M
Q3 24
$2.8B
$129.0M
Q2 24
$2.7B
$153.5M
Q1 24
$2.8B
$165.9M
Total Assets
TALO
TALO
YOU
YOU
Q4 25
$5.6B
$1.3B
Q3 25
$5.7B
$1.1B
Q2 25
$5.9B
$1.2B
Q1 25
$6.1B
$1.1B
Q4 24
$6.2B
$1.2B
Q3 24
$6.4B
$858.6M
Q2 24
$6.4B
$982.4M
Q1 24
$6.4B
$1.0B
Debt / Equity
TALO
TALO
YOU
YOU
Q4 25
0.57×
Q3 25
0.51×
Q2 25
0.49×
Q1 25
0.45×
Q4 24
0.44×
Q3 24
0.47×
Q2 24
0.53×
Q1 24
0.56×

Cash Flow & Capital Efficiency

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

Metric
TALO
TALO
YOU
YOU
Operating Cash FlowLast quarter
$201.8M
$198.4M
Free Cash FlowOCF − Capex
$187.4M
FCF MarginFCF / Revenue
77.8%
Capex IntensityCapex / Revenue
4.6%
Cash ConversionOCF / Net Profit
6.45×
TTM Free Cash FlowTrailing 4 quarters
$343.1M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
TALO
TALO
YOU
YOU
Q4 25
$201.8M
$198.4M
Q3 25
$114.2M
$-47.3M
Q2 25
$351.6M
$123.0M
Q1 25
$268.2M
$98.3M
Q4 24
$349.3M
$136.6M
Q3 24
$227.5M
$-35.9M
Q2 24
$289.4M
$114.6M
Q1 24
$96.4M
$80.3M
Free Cash Flow
TALO
TALO
YOU
YOU
Q4 25
$187.4M
Q3 25
$-53.5M
Q2 25
$117.9M
Q1 25
$91.3M
Q4 24
$133.9M
Q3 24
$-37.9M
Q2 24
$110.1M
Q1 24
$77.6M
FCF Margin
TALO
TALO
YOU
YOU
Q4 25
77.8%
Q3 25
-23.3%
Q2 25
53.7%
Q1 25
43.2%
Q4 24
64.9%
Q3 24
-19.1%
Q2 24
59.0%
Q1 24
43.3%
Capex Intensity
TALO
TALO
YOU
YOU
Q4 25
4.6%
Q3 25
2.7%
Q2 25
2.3%
Q1 25
3.4%
Q4 24
1.3%
Q3 24
1.0%
Q2 24
2.4%
Q1 24
1.6%
Cash Conversion
TALO
TALO
YOU
YOU
Q4 25
6.45×
Q3 25
-1.67×
Q2 25
4.97×
Q1 25
3.87×
Q4 24
1.32×
Q3 24
2.58×
-1.53×
Q2 24
23.37×
4.75×
Q1 24
4.27×

Financial Flow Comparison

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

Revenue Breakdown by Segment

TALO
TALO

Oil And Condensate$346.3M88%
Natural Gas Production$36.0M9%
Natural Gas Liquids Reserves$10.0M3%

YOU
YOU

Segment breakdown not available.

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