Added to YB: 2025-05-05
Pitch date: 2025-05-01
QLYS [neutral]
Qualys, Inc.
+14.99%
current return
Author Info
No bio for this author
Company Info
Qualys, Inc. provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally.
Market Cap
$5.1B
Pitch Price
$126.01
Price Target
145.00 (-5%)
Dividend
N/A
EV/EBITDA
18.60
P/E
27.83
EV/Sales
6.95
Sector
Software
Category
growth
Qualys, Inc. (QLYS): Investment Analysis and Valuation
QLYS (overview): Cybersecurity leader transitioning from VM to integrated TruRisk platform; decelerating revenue growth (9.6% FY24, 5yr CAGR 12.1%) but strong profitability (14.3% operating margin, 37% FCF margin). Expanding into cloud security/EDR against CrowdStrike/Tenable. Fairly valued at $115-145 ($127 current); key risks: competition, platform adoption. PT $145.
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