Educational research only—not investment advice or a recommendation. Scores and estimates may use delayed, incomplete, restated, or corrected market and filing data. Independently verify information before making an investment decision.

Qualys, Inc.

QLYSNASDAQ
Wall Street Score · overall investment42/100
$227.90USD+$2.75 (+1.22%)
Company website www.qualys.com
Headquarters919 East Hillsdale Boulevard, Foster City, CA, 94404, US
Financial statement currencyUSD · no FX conversion applied
Technology · Software - Infrastructure
Price updated todayFinancials updated Oct 15, 2026

QLYS · Price history

Price at last available close

$227.90

+$54.07 (+31.11%) 1M

2026-10-27

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Company & revenue

About Qualys, Inc.

Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.

Who they are

Qualys, Inc., founded in 1999 and headquartered in Foster City, California, specializes in delivering cloud-based solutions for information technology (IT) management, cybersecurity, and regulatory compliance to organizations globally. The company's integrated Qualys Cloud Platform hosts a comprehensive suite of "Qualys Cloud Apps," encompassing a broad spectrum of services such as vulnerability management, threat detection and response, multi-vector endpoint security, patch management, certificate assessment, web application scanning and firewall, as well as various IT, cloud, and container security and compliance tools. This powerful platform empowers customers to meticulously identify and manage their IT assets, gather and analyze critical security data, proactively uncover and prioritize vulnerabilities, recommend and initiate effective remediation actions, and ultimately verify their successful implementation.

How they make money

Qualys operates under a software-as-a-service (SaaS) model, generating revenue primarily through renewable annual subscriptions that grant customers access to its cloud-based security and compliance platform. Customers pay recurring fees to utilize the platform's integrated suite of solutions, which are delivered via the cloud, eliminating the need for on-premises hardware or software maintenance.

Products & services

Qualys provides a cloud-based platform offering security, compliance, and IT solutions, including vulnerability management, web application scanning, policy compliance, PCI compliance, and web application firewalls.

Brands & revenue mix

QualysGuard

The primary suite of cloud-based security and compliance solutions.

Separate brand revenue is not available in this research.Source

Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.

Product / operating segments

Reportable SegmentUSD 669.13M100.0%

Period ended 2025-12-31Source

Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.

Geographic revenue

UNITED STATESUSD 377.47M56.4%

Period ended 2025-12-31Source

Non-USUSD 291.65M43.6%

Period ended 2025-12-31Source

Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.

Customer types

Customer concentration

The company does not rely on any single customer for a significant portion of its total revenue as of the fiscal year ended December 31, 2025.

Suppliers, materials & equipment

  • Cloud Infrastructure Providers — The company relies on third-party cloud infrastructure providers to host its platform and deliver services to customers; the specific supplier companies are unnamed.Source

Competitors

  • Tenable — Competes in the vulnerability management and security solutions market.Source
  • Rapid7 — Competes in the vulnerability management and security solutions market.Source

Strengths

  • Cloud-native platform architectureSource
  • Broad portfolio of integrated security and compliance solutionsSource

Risks

  • Intense competition in the security and compliance marketSource
  • Dependence on third-party cloud infrastructure providersSource
  • Adverse economic conditions impacting IT spendingSource

Wall Street Score

Overall investment score · Quality, value, risk and opportunity

42

Weak

PoorElite

View category scores →

Company Quality

How good is the actual business—regardless of today’s stock price?

77

Strong

Financial Strength

56

Business Quality / Moat

100

Management

100

Growth Quality

45

Risk / Durability

91

Great Company · Expensive Stock

Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.

Opportunity

Opportunity Score · How does the current price compare with estimated value?

39

Avoid

Based on current valuation, company quality, recent trends, and available market signals.

View score details →

Model Outlook

12-month model · What does the model think happens next?

46/100

Building Historical Record

Model Score 46/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.

Probability unavailable — the model has not produced a calibrated probability yet.

Click for full breakdown →

WSS View

The quick read

The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.

At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.

The model outlook is currently cautious.

What we like
  • •Recent buyback activity is present
What to watch
  • •Valuation is a weaker part of the current profile
  • •Revenue fundamentals are weak
  • •Debt / balance-sheet profile needs attention
  • •Asset quality is a weaker factor

Company-specific research

Questions worth answering for QLYS

Research inputs 100% complete

These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.

  • •Can QLYS maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
  • •Is QLYS's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
  • •How is QLYS likely to use its cash advantage: reinvestment, acquisitions, debt reduction, dividends or buybacks?
  • •What future growth or profitability would be needed to justify QLYS's current valuation?
Business analysis: 15 days ago · Fresh

Essential Investment Snapshot

Wall Street Score

42

0–100 · Weak

Opportunity Score

39

0–100 · Weak

Market Cap

$7.88B

P/E Ratio

32.7

EPS

$5.80

52-Week High

$206.25

52-Week Low

$74.51

Beta

0.60

Intrinsic Value

$176.49

Analyst Target

$185.00

Shares Outstanding

36.5M

Total Revenue

$704.0M

Total Debt

$53.4M

Dividend

No current dividend

View dividend history

Liquidation Value / Share

$15.42

Estimated net asset value per share

Momentum & Volatility Signals

Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.

0–100 market signals
Momentum
99/ 100
+38 pts / 5d

Strong upward momentum

5D +19.7% · 20D +27.8% · RSI 69 · Price vs 20D avg +14.8%
Volatility
43/ 100
+1 pts / 5d

Normal movement

20D realized vol 52.0% · 60D 63.6% · Acceleration 0.82x
Momentum = Where is it going?

A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.

Volatility = How violently is it moving?

A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.

Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.

Notices for QLYS

Detected from reported data — verify before acting.

Historical repurchase activity

Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.

Community Sentiment

0 active · 0 total calls
0% Bullish (0) 0% Bearish (0)

No personal call yet on QLYS.

Potential upside factors

  • +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
  • +Cloud-native platform architecture.
  • +Broad portfolio of integrated security and compliance solutions.
  • +Positive free cash flow may provide capacity to invest in growth.

Potential downside factors

  • −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Software - Infrastructure industry.
  • −Intense competition in the security and compliance market.
  • −Dependence on third-party cloud infrastructure providers.
  • −Adverse economic conditions impacting IT spending.

These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.

Create a free account to make a call.

Scores

Click any score for full breakdown
Wall Street Score
Weak42/ 100
Weak (0–50)Fair (51–71)Strong (72+)

Weak

42

Tap for breakdown →

Poor

32

Debt Cost—
Debt Reduction YoY-105.9%
Debt / Equity0.17x

Tap for breakdown →

Poor

29

Revenue YoY5.2%
Revenue CAGR9.9%
Net Margin29.3%

Tap for breakdown →

Weak

43

Asset Growth YoY12.5%
Liquidation/Share$15.42
Net Assets/MCap0.16x

Tap for breakdown →

Poor

34

Earnings Yield3.1%
Buyback Yield3.1%
Debt Cost—

Tap for breakdown →

Elite

100

ROIC48.8%
ROE36.7%
ROA19.2%

Tap for breakdown →

Elite

100

EPS Growth21.9%
FCF/Share Growth23.3%
Rev/Share Growth14.7%

Tap for breakdown →

Poor

10

Intrinsic Value$176.49
Value Reference$105.90
MOS-18.0%

Tap for breakdown →

Fair

51

Revenue29
Moat100
Valuation10

Tap for breakdown →

Poor

0

MOS %-18.0%
Value Reference$105.90
Deep Discount Reference$70.60

Tap for breakdown →

Weak

42

Interest Coverage—
ROIC48.8%
FCF Yield4.6%

Tap for breakdown →

Poor

38

Financial42
Valuation10
Debt32

Tap for breakdown →

Strong

71

Survival Years1.8 yrs
Current Ratio1.41x
FCF Margin45.5%

Tap for breakdown →

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Score Changes

3 historical score records available

Previous Score

42

Oct 1, 2026

Change

Unchanged

Current Score

42

Oct 15, 2026

Category Changes

Revenue+0.1
Debt0
Assets0
Capital0
Management0
Moat0
Valuation0
Buffett0

QLYS score was unchanged.

Projected Score

Projected Score

46

Projected Change

+3.3 points

Preliminary comparable-period financial changes suggest improvement of approximately 3.3 points. This is a projected estimate, not the official WallStreetScore.

Price vs. Value

Overvalued

Current Price

$227.90

Model Intrinsic Value

$176.49

Difference

+$51.41

+29.1% vs IV

Margin of Safety

-29.1%

UndervaluedFair ValueOvervalued
Value Reference: $105.90
Deep Discount Reference: $70.60

Financial Charts

Revenue

201420152016201720182019202020212022202320242025$0$200M$400M$600M$800M

Additional Metrics

Operating Cash Flow

201520172019202120232025$0$80M$160M$240M$320M

Total Debt

201520172019202120232025$0$25M$50M$75M$100M

Total Assets

201520172019202120232025$0$300M$600M$900M$1.2B

Net Margin %

No data
Monetary values in USD. Share counts in raw units.

Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.

Line ItemTTM2025202420232022202120202019201820172016
Revenue$704.0M$669.1M$607.6M$554.5M····························
Cost of Revenue$116.5M$114.8M$111.5M$107.5M····························
Gross Profit$587.5M$554.4M$496.1M$447.0M····························
Research & Development$117.6M$117.3M$111.9M$110.5M····························
SG&A Expenses$226.6M$215.1M$197.0M$173.4M····························
Operating Expenses$343.9M$332.4M$308.9M$283.9M····························
EBITDA$274.2M$261.3M$228.3M$205.6M····························
Operating Income$243.6M$222.0M$187.2M$163.1M····························
Interest Expense$0.00$0.00$0.00$0.00····························
Income Before Tax$261.8M$246.8M$209.8M$178.7M····························
Income Tax Expense$55.2M$48.5M$36.1M$27.1M····························
Net Income$206.5M$198.3M$173.7M$151.6M····························
Basic EPS$5.80$5.49$4.72$4.11····························
Basic Shares35.30M36.14M36.80M36.88M····························
Diluted Shares35.35M36.45M37.35M37.60M····························
Upgrade to Premium for up to 10 annual periods, where available.
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Earnings Summary

Estimated earnings date:Nov 3, 2026
Estimated EPS: $1.96Estimated revenue: $186.6M
Jun 30, 2026Q2FY2026

Revenue

$182.2M

Estimate unavailable.

Revenue Beat/Miss

Not available (no estimate stored)

EPS

$1.50

Estimate unavailable.

EPS Beat/Miss

Not available (no estimate stored)

Debt Change

-3.5%

Cash Change

+29.0%

Margin Change

-0.1 pp

Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.

Financial Changes Since Prior Period

What Improved

  • Cash position grew
  • Debt reduced

What Weakened

  • Margins contracted

Potential Score Impact

Positive indicators included revenue growth, EPS growth, cash levels, debt levels. Pressure indicators included net income margin. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.

Stored Earnings Analysis

Revenue increased 11.0%. EPS increased 16.3%. Cash increased 29.0%. Total debt declined 3.5%. Net income margin declined by 0.1 percentage points.

Earnings-Call Transcript

Earnings-call transcript analysis is not currently available.

These results may influence future scores when the next evaluation is completed.

Upgrade to Premium to unlock all earnings history.View plans
Earnings data: 120 days ago · Stale

Insider Activity

Guru / Smart Money

Guru Score

0

Smart Money

0

Number of Gurus

0

Total Guru Value

Avg Portfolio Weight

Largest Holder

Largest Holder %

New Positions

Increased Positions

Reduced Positions

Exited Positions

Net Guru Sentiment

Loading data...

Short Interest

Government disclosed trading activity is available on the Smart Money directory. Filings may be delayed and may not represent complete current holdings.

Dividend History

Dividend data is not available yet. Missing data does not mean this company pays no dividend.

Conservative Projected Values

3 Years

$———.——

Premium

5 Years

$———.——

Premium

10 Years

$———.——

Premium

Conservative Projection Rate

——%

Premium

Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.

Conservative Projected Values

Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.

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Historical Outperformance Record

Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.

Start 7-Day Free Trial

Historical Trends

3 historical records
Jul 24, 26Oct 1, 26Oct 15, 260255075100

Historical Score Chart

3 of 3 records shown

Wall Street Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Debt Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Revenue Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Asset Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Capital Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Management Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Moat Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Valuation Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Buffett Score

Jul 24, 26Oct 1, 26Oct 15, 260255075100

Intrinsic Value

Jul 24, 26Oct 1, 26Oct 15, 26$165.00$168.00$171.00$174.00$177.00

Value Reference

Jul 24, 26Oct 1, 26Oct 15, 26$100.00$102.00$104.00$106.00$108.00

Margin of Safety %

Jul 24, 26Oct 1, 26Oct 15, 26-0.1%0.0%0.1%0.1%0.2%

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News

Rumor Mill · QLYS

Corporate developments & opportunities

Explore market →

No reviewed developments match this filter.

Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.

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