Added to YB: 2025-08-28
Pitch date: 2025-08-26
QLYS [bullish]
Qualys, Inc.
-21.82%
current return
Author Info
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Company Info
Qualys, Inc. provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally.
Market Cap
$3.8B
Pitch Price
$132.00
Price Target
179.00 (+73%)
Dividend
N/A
EV/EBITDA
12.37
P/E
19.28
EV/Sales
4.66
Sector
Software
Category
value
We Are Bringing Back The Berkshire Buy Analysis Write-ups - Qualys, Inc.
QLYS: Cybersecurity SaaS w/ 80% gross margins, 29% net margins, $607.6M revenue. 10yr EPS growth 29% CAGR, consistent profitability. Strong moat via switching costs & trust. Pristine balance sheet: 6.7x cash/debt ratio, 0.11 debt/equity. 21.8% ROIC vs 14.1% WACC. Fair value $179 vs $134.54 price = 25%+ upside margin of safety.
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