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QLYS

NEUTRAL
$83.17 Live
Qualys, Inc. · NASDAQ
Target $130.44 (+56.8%)
$74.51 52W Range $155.47

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 18, 2026
Market cap
$2.98B
P/E
15.46
ROE
38.2%
Profit margin
29.6%
Debt/Equity
0.09
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
Qualys exhibits a dichotomy between strong fundamental health and severe market pessimism. The Piotroski F-Score of 4/9 indicates a stable financial condition, supported by an exceptionally low Debt/Equity ratio (0.09) and high gross margins (82.85%). While the stock is trading significantly below its growth-based intrinsic value ($160.48) and carries an attractive forward P/E of 10.42, this is offset by a bearish technical trend (0/100) and consistent insider selling. The company is a high-quality operator currently trapped in a valuation reset.

Key Strengths

Exceptional gross margins of 82.85% indicating strong pricing power
Very low leverage with a Debt/Equity ratio of 0.09
Consistent earnings track record with beats in 3 of the last 4 quarters
Strong profitability metrics including an ROE of 38.20%
Attractive valuation on a forward P/E basis (10.42)

Key Risks

Severe technical breakdown with a 31.1% decline over the last year
Bearish insider sentiment with 15 sell transactions and 0 buys
High PEG ratio (3.91) suggesting growth may not justify current multiples
Modest revenue growth (10.10%) compared to high-growth software peers
Lack of shareholder returns via dividends or buyback signals
AI Fair Value Estimate
Based on comprehensive analysis
$112.5
+35.3% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
55
Moderate
Value
70
Future
50
Past
75
Health
80
Dividend
0
AI Verdict
Fundamentally sound but momentum-impaired
Key drivers: High margins, Low debt, Price collapse, Insider selling
Confidence
90%
Value
70/100

P/E is low for the sector, but PEG suggests growth is lagging the price

Positives
  • Low Forward P/E (10.42)
  • Trading well below intrinsic value estimate
Watchpoints
  • High PEG ratio (3.91)
  • Price/Book is elevated at 5.30
Future
50/100

Earnings are growing faster than revenue, suggesting margin expansion rather than market share growth

Positives
  • Strong earnings growth (23.60% YoY)
Watchpoints
  • Revenue growth slowing to ~10%
  • Bearish technical trend
Past
75/100

Operational excellence has not translated into shareholder returns

Positives
  • 25-quarter history of beating estimates
  • Consistent profitability
Watchpoints
  • Poor 3-year and 5-year price performance
Health
80/100

Balance sheet is pristine with virtually no insolvency risk

Positives
  • Debt/Equity 0.09
  • Current Ratio 1.41
  • Piotroski F-Score 4/9 (Stable)
Watchpoints
  • Piotroski score is not in the 'Strong' range
Dividend
0/100

Company reinvests or holds cash; no income component

Positives
No standout positives identified.
Watchpoints
  • No dividend paid
  • 0% payout ratio

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$83.17
Analyst Target
$130.44
Upside/Downside
+56.8%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for QLYS and closest competitors.

Updated 2026-04-17
QLY
Qualys, Inc.
Primary
5Y
-21.9%
3Y
-34.5%
1Y
-31.1%
6M
-34.3%
1M
-13.9%
1W
+9.2%
ACM
ACM Research, Inc.
Peer
5Y
+47.7%
3Y
+266.9%
1Y
+69.0%
6M
+55.3%
1M
-34.4%
1W
+3.2%
LIF
Life360, Inc.
Peer
5Y
+41.1%
3Y
+41.1%
1Y
+12.2%
6M
-63.5%
1M
-15.5%
1W
-5.8%
POW
Power Integrations, Inc.
Peer
5Y
-26.2%
3Y
-25.1%
1Y
+27.2%
6M
+20.5%
1M
+17.7%
1W
+2.8%
MND
monday.com Ltd.
Peer
5Y
-65.5%
3Y
-52.9%
1Y
-74.9%
6M
-67.1%
1M
-17.1%
1W
-7.5%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
15.46
Forward P/E
10.42
PEG Ratio
3.91
P/B Ratio
5.3
P/S Ratio
4.46
EV/Revenue
3.85
EV/EBITDA
10.88
Market Cap
$2.98B

Profitability

Profit margins and return metrics

Profit Margin 29.64%
Operating Margin 33.57%
Gross Margin 82.85%
ROE 38.2%
ROA 13.41%

Growth

Revenue and earnings growth rates

Revenue Growth +10.1%
Earnings Growth +23.6%
Q/Q Revenue Growth +10.11%
Q/Q Earnings Growth +20.9%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.09
Low debt
Current Ratio
1.41
Good
Quick Ratio
1.32
Good
Cash/Share
$12.5

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.2B
Gross Margin
83.4%
Op. Margin
33.6%
Net Margin
30.3%
Total Assets
$1.1B
Liabilities
$0.5B
Equity
$0.6B
Debt/Equity
0.95x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.1B
FCF Yield
99%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-05
$N/A
2026-02-05
$1.87
+4.9% surprise
2025-11-04
$1.86
+19.2% surprise
2025-08-05
$1.68
+13.3% surprise

Technology Sector Comparison

Comparing QLYS against 407 companies in the Technology sector (35 bullish, 145 neutral, 227 bearish)
P/E Ratio
15.46
This Stock
vs
93.88
Sector Avg
-83.5% (Discount)
Return on Equity (ROE)
38.2%
This Stock
vs
-34.23%
Sector Avg
-211.6% (Below Avg)
Profit Margin
29.64%
This Stock
vs
-12.19%
Sector Avg
-343.1% (Weaker)
Debt to Equity
0.09
This Stock
vs
0.66
Sector Avg
-85.9% (Less Debt)
Revenue Growth
10.1%
This Stock
vs
6059.24%
Sector Avg
-99.8% (Slower)
Current Ratio
1.41
This Stock
vs
4.06
Sector Avg
-65.3% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

POSEY BRUCE K
Officer
Sell
2026-03-13
65 shares · $6,506
POSEY BRUCE K
Officer
Sell
2026-03-05
100 shares · $10,018
POSEY BRUCE K
Officer
Sell
2026-02-20
481 shares · $49,950
KIM JOO MI
Chief Financial Officer
Sell
2026-02-04
6,799 shares · $873,369
POSEY BRUCE K
Officer
Stock Award
2026-02-03
8,113 shares
THAKAR SUMEDH SHRINAND
Chief Executive Officer
Stock Award
2026-02-03
55,996 shares
KIM JOO MI
Chief Financial Officer
Stock Award
2026-02-03
13,837 shares
KIM JOO MI
Chief Financial Officer
Sell
2026-02-02
3,414 shares · $463,024
POSEY BRUCE K
Officer
Sell
2026-01-20
1,101 shares · $145,708
THAKAR SUMEDH SHRINAND
Chief Executive Officer
Sell
2026-01-14
5,000 shares · $668,817
KIM JOO MI
Chief Financial Officer
Sell
2026-01-02
4,753 shares · $621,540
POSEY BRUCE K
Officer
Sell
2025-12-22
1,077 shares · $153,427
THAKAR SUMEDH SHRINAND
Chief Executive Officer
Sell
2025-12-15
8,500 shares · $1,250,551
THAKAR SUMEDH SHRINAND
Chief Executive Officer
Option Exercise
2025-12-15
6,500 shares · $166,140
KIM JOO MI
Chief Financial Officer
Sell
2025-12-09
8,649 shares · $1,295,705
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

10-K
10-K
2026-02-20

Qualys filed its annual 10-K report on February 20, 2026, which includes comprehensive disclosures on its business operations, risk factors, and management's discussion and analysis of financial condition. While the filing provides the framework for evaluating financial performance and operational risks, specific metrics and risk details were not included in the provided excerpts.

8-K
8-K
2026-02-05

Qualys, Inc. reported its fourth quarter and full-year financial results.

10-Q
10-Q
2025-11-04

Qualys increased its share repurchase authorization by $200 million on February 6, 2025, bringing the total program to $1.4 billion with approximately $205.2 million remaining as of September 30, 2025. The company intends to continue utilizing cash for share repurchases throughout the year. No specific risk factors or material changes to critical accounting estimates were detailed in the provided excerpts.

8-K
8-K
2025-11-04

Qualys, Inc. filed an 8-K on November 4, 2025, likely to announce its third-quarter financial results.

10-Q
10-Q
2025-08-05

Qualys has expanded its share repurchase program to a total authorization of $1.4 billion, with $254.6 million remaining available as of June 30, 2025. The company reports no material changes to its critical accounting estimates since the end of fiscal year 2024. No specific risk factors were detailed in the provided excerpts.

8-K
8-K
2025-08-05

Qualys, Inc. filed an 8-K to announce its second-quarter 2025 financial results.

8-K
8-K
2025-06-16

Qualys, Inc. filed an 8-K on June 16, 2025, likely to report the voting results of its annual meeting of shareholders.

10-Q
10-Q
2025-05-06

Qualys expanded its share repurchase program by $200 million on February 6, 2025, increasing the total authorization to $1.4 billion, with approximately $303.8 million remaining available as of March 31, 2025. The company reported no material changes to its critical accounting estimates since the fiscal year ended December 31, 2024.

8-K
8-K
2025-05-06

Qualys, Inc. announced its financial results for the first quarter of 2025.

DEF 14A
DEF 14A
2025-04-23

Qualys, Inc. (QLYS) filed a definitive proxy statement (DEF 14A) on April 23, 2025, providing shareholders with necessary information and voting materials for the company's annual meeting.

10-K
10-K
2025-02-21
8-K
8-K
2025-02-06
10-Q
10-Q
2024-11-05
8-K
8-K
2024-11-05
10-Q
10-Q
2024-08-06
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
HOLD
19 analysts
JP Morgan
2026-02-06
Maintains
Underweight Underweight
DA Davidson
2026-02-06
Maintains
Neutral Neutral
RBC Capital
2026-02-06
Maintains
Sector Perform Sector Perform
Scotiabank
2026-02-06
Maintains
Sector Perform Sector Perform
Truist Securities
2026-02-06
reit
Hold Hold
Wedbush
2026-02-06
reit
Outperform Outperform
UBS
2025-11-05
Maintains
Neutral Neutral
Scotiabank
2025-11-05
Maintains
Sector Perform Sector Perform
JP Morgan
2025-11-05
Maintains
Underweight Underweight
Canaccord Genuity
2025-11-05
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning QLYS from our newsroom.

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