QLYS
Strong BuyPremium GrowerAI pickQualys, Inc. · Technology · United States · $7.5B cap · $162.3M/day traded
$216.70 +4.1% · close 23 Oct · scored 24 Oct
Premium Grower: Strong business with the market behind it, priced at a premium.
Report expected 3 Nov: the next-year EPS estimate has risen 2.2% over the last 14 weeks.
As of 24 Oct 2026, MoatMap's StockRank for Qualys, Inc. (QLYS) is 94/100, ranked against 24,000+ stocks in 35 markets (Quality 85, Value 37, Momentum 77, each scored against its sector).
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
Qualys sells cloud-delivered vulnerability management and compliance software on a single platform. It is asset-light, holds net cash and has long run very high free-cash-flow margins, which it returns through continuous buybacks, and the buyback is active now. In a higher-for-longer rate world, a profitable subscription business with pricing power and no debt is the kind of long-duration asset that holds up better than unprofitable growth software. Security teams need to find and fix exposures faster as AI widens the attack surface, and the stock rose about 14% on the Q2 2026 results. Switching costs are real because the agent base and scan history sit deep in customers' IT operations. The quality metrics are strong; the valuation score is middling, so the case rests on steady compounding rather than a cheap entry.
The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.
ABOUT QUALYS, INC.
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Qualys, Inc. provides cloud-based information technology (IT) security and compliance solutions, offering vulnerability management, compliance monitoring, and web application security. Its competitive moat is an integrated cloud platform for security and compliance, an extensive vulnerability database, and a sticky subscription-based model with high customer retention. Qualys is a leading cloud-native cybersecurity company, offering a comprehensive suite of solutions for identifying and addressing security vulnerabilities across IT assets.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 489.7M | 554.5M | 607.6M | 669.1M | 11.0% | 703.0M | 735.0M | 795.5M | 9.0% |
| EPS | 2.81 | 4.11 | 4.72 | 5.49 | 25.0% | 5.77 | 6.07 | 6.56 | 9.3% |
| Shares | 37.4M | 36.9M | 36.5M | 35.7M | -4.4% | 34.6M | — | — | — |
| Debt | 42.2M | 28.7M | 47.2M | 52.3M | 7.4% | 53.4M | — | — | — |
| Equity | 289.1M | 368.2M | 477.1M | 561.2M | 24.7% | — | — | — | — |
| Op CF | 198.9M | 244.6M | 244.1M | 309.4M | 15.9% | 320.9M | — | — | — |
| Inv CF | 145.1M | -73.2M | -71.4M | -105.9M | — | — | — | — | — |
| Fin CF | -306.0M | -141.5M | -145.7M | -185.4M | — | — | — | — | — |
Above its 200-day average and 1% below its 52-week high.
Swung more than 73% of stocks we rank over the past year (58% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of QLYS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| QLYS | Qualys, Inc.(you) | $7.5B | 94 | Strong Buy |
| DBX | Dropbox, Inc. | $8.2B | 93 | Strong Buy |
| WEX | WEX Inc. | $6.7B | 93 | Strong Buy |
| PATH | UiPath, Inc. | $7.4B | 89 | Strong Buy |
| DOX | Amdocs Limited | $6.6B | 89 | Strong Buy |
| RELY | Remitly Global, Inc. | $5.3B | 91 | Strong Buy |
| ACIW | ACI Worldwide, Inc. | $5.6B | 89 | Strong Buy |
| GEN | Gen Digital Inc. | $14.9B | 94 | Strong Buy |
| BOX | Box, Inc. | $5.9B | 82 | Strong Buy |
| GDDY | GoDaddy Inc. | $14.3B | 89 | Strong Buy |
Peer medians: ROE 4.7% · P/E 32.6x · Gross margin 52.1%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.