Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
QLYS
Strong BuyPremium GrowerFLAGQualys, Inc. · Technology · United States · $6.5B · Avg Vol: $117M/d
Qualys is a genuinely high-quality business at Q85 with an active buyback, but insiders have sold 0.23% of shares outstanding and V42 offers no valuation cushion. Quality at a full price with insiders selling into it is conflicting evidence, which this rubric flags rather than passes.
COMPANY DESCRIPTION
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 | 793.7M | 8.9% |
| EPS | 2.81 | 4.11 | 4.72 | 5.49 | 25.0% | 5.77 | 6.04 | 6.53 | 9.1% |
| 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 | — | — | — | — | — |
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) | $6.5B | 92 | Strong Buy |
| DBX | Dropbox, Inc. | $7.8B | 93 | Strong Buy |
| RELY | Remitly Global, Inc. | $5.6B | 94 | Strong Buy |
| WEX | WEX Inc. | $6.7B | 88 | Strong Buy |
| ACIW | ACI Worldwide, Inc. | $5.4B | 86 | Strong Buy |
| DOX | Amdocs Limited | $6.6B | 82 | Strong Buy |
| PAY | Paymentus Holdings, Inc. | $4.5B | 88 | Strong Buy |
| TDC | Teradata Corporation | $2.7B | 91 | Strong Buy |
| NTCT | NetScout Systems, Inc. | $2.8B | 89 | Strong Buy |
| FIVN | Five9, Inc. | $2.5B | 91 | Strong Buy |
Peer medians: ROE 4.6% · P/E 35.3x · Gross margin 51.1%