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Upturn AI SWOT - About
QLYS 
Qualys Inc (QLYS)
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Upturn Advisory Summary
08/14/2025: QLYS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
23 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $141.02
1 Year Target Price $141.02
| 4 | Strong Buy |
| 0 | Buy |
| 16 | Hold |
| 2 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -0.28% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.66B USD | Price to earnings Ratio 25.73 | 1Y Target Price 141.02 |
Price to earnings Ratio 25.73 | 1Y Target Price 141.02 | ||
Volume (30-day avg) 23 | Beta 0.56 | 52 Weeks Range 112.61 - 170.00 | Updated Date 08/15/2025 |
52 Weeks Range 112.61 - 170.00 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.02 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-05 | When After Market | Estimate 1.48 | Actual 1.68 |
Profitability
Profit Margin 29.04% | Operating Margin (TTM) 31.33% |
Management Effectiveness
Return on Assets (TTM) 13.16% | Return on Equity (TTM) 39.53% |
Valuation
Trailing PE 25.73 | Forward PE 21.51 | Enterprise Value 4347459731 | Price to Sales(TTM) 7.32 |
Enterprise Value 4347459731 | Price to Sales(TTM) 7.32 | ||
Enterprise Value to Revenue 6.82 | Enterprise Value to EBITDA 20.3 | Shares Outstanding 36095900 | Shares Floating 35851149 |
Shares Outstanding 36095900 | Shares Floating 35851149 | ||
Percent Insiders 0.6 | Percent Institutions 98.47 |
Upturn AI SWOT
Qualys Inc
Company Overview
History and Background
Qualys, Inc. was founded in 1999. It pioneered cloud-based security and compliance solutions. Initially focused on vulnerability management, Qualys has expanded its platform to offer a comprehensive suite of security tools. A significant milestone was its IPO in 2012 (Nasdaq: QLYS).
Core Business Areas
- Vulnerability Management, Detection and Response (VMDR): Qualys' core offering; Identifies vulnerabilities across IT assets and provides remediation guidance.
- Cloud Platform: A unified platform delivering a wide range of security and compliance applications. Provides a single pane of glass for visibility across the hybrid attack surface.
- Web Application Scanning (WAS): Detects vulnerabilities in web applications to prevent data breaches and ensure security.
- Cloud Security Assessment: Security for containers and cloud infrastructure across providers such as AWS, Azure, and Google Cloud.
Leadership and Structure
Sumedh Thakar is the President and CEO. The company has a traditional corporate structure with departments for engineering, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Qualys VMDR: Qualys Vulnerability Management, Detection and Response is a cloud-based app that automates the entire vulnerability management lifecycle. Competitors include Rapid7, Tenable. Market share estimated to be around 25% based on reported cloud-based vulnerability management market share.
- Qualys Cloud Platform: Offers a unified view of security and compliance data across hybrid environments. Competitors include Crowdstrike and Palo Alto Networks. Market share is difficult to pinpoint as it is part of a larger cloud security market; estimated to be less than 10% market share of larger cloud security assessment. Provides other Qualys product integration.
- Qualys Web Application Scanning: Identifies vulnerabilities in web applications. Competitors include Invicti and Veracode. Revenue from this product is difficult to isolate, but web application scanning is an important revenue driver for the company.
Market Dynamics
Industry Overview
The cybersecurity industry is rapidly growing due to increasing cyber threats and regulatory requirements. Cloud-based solutions are gaining prominence because of their scalability and efficiency.
Positioning
Qualys is a leader in cloud-based vulnerability management and security assessment. It is positioned as a platform vendor with a comprehensive suite of security solutions.
Total Addressable Market (TAM)
The total addressable market for vulnerability management and cloud security is estimated to be in the tens of billions of dollars. Qualys is positioned to capture a significant share of this market with its platform approach and established customer base.
Upturn SWOT Analysis
Strengths
- Cloud-native platform
- Comprehensive suite of security solutions
- Strong brand recognition
- Large customer base
- High customer retention rates
Weaknesses
- Reliance on a single platform; potential lack of agility
- Can be perceived as expensive compared to point solutions
- May lag behind competitors in emerging areas like AI-driven security.
Opportunities
- Expansion into new security domains (e.g., IoT security)
- Increased adoption of cloud-based security solutions
- Partnerships and integrations with other security vendors
- Growing demand for compliance solutions
Threats
- Intense competition from established and emerging players
- Rapidly evolving threat landscape
- Economic downturn affecting IT spending
- Data breaches and security incidents
Competitors and Market Share
Key Competitors
- Tenable Holdings Inc. (TENB)
- Rapid7 (RPD)
- CrowdStrike Holdings, Inc. (CRWD)
Competitive Landscape
Qualys has a strong platform and brand reputation. It competes with both larger platform vendors like CrowdStrike and point solution providers like Rapid7 and Tenable. Qualys differentiate by its breadth of security apps.
Major Acquisitions
Spell Security
- Year: 2024
- Acquisition Price (USD millions): 36.9
- Strategic Rationale: Enhances Qualysu2019 attack surface management capabilities, enabling customers to discover previously unknown assets and exposures.
Growth Trajectory and Initiatives
Historical Growth: Qualys has experienced consistent revenue growth driven by its cloud-based platform and expansion into new markets.
Future Projections: Analysts project continued revenue growth in the coming years, driven by increasing demand for cloud security and compliance solutions.
Recent Initiatives: Focus on platform expansion, strategic partnerships, and investment in new technologies like AI and machine learning.
Summary
Qualys is a solid player in the cloud security and vulnerability management market. Its comprehensive cloud platform and strong brand provide a competitive advantage. While growth is steady, the company needs to stay innovative to compete with rapidly evolving competitive landscape and maintain its edge. Its balance sheet is healthy and their cash flow is consistently positive.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Earnings Call Transcripts
- Industry Reports (e.g., Gartner, Forrester)
- Financial News Outlets (e.g., Bloomberg, Reuters)
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. All investment decisions should be made based on your own research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Qualys Inc
Exchange NASDAQ | Headquaters Foster City, CA, United States | ||
IPO Launch date 2012-09-28 | President, CEO & Director Mr. Sumedh S. Thakar | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 2484 | Website https://www.qualys.com |
Full time employees 2484 | Website https://www.qualys.com | ||
Qualys, Inc. provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally. It offers Qualys Cloud Apps, which include Cybersecurity Asset Management and External Attack Surface Management; Vulnerability Management, Detection and Response; Web Application Scanning; Patch Management; Custom Assessment and Remediation; Multi-Vector Endpoint Detection and Response; Policy Compliance; File Integrity Monitoring; and Qualys TotalCloud, as well as Cloud Workload Protection, Cloud Detection and Response, Cloud Security Posture Management, Infrastructure as Code, SaaS Security Posture Management, Kubernetes, and Container Security. The company's integrated suite of IT, security, and compliance solutions delivered on its Qualys' Enterprise TruRisk Platform that enables customers to identify and manage IT and operational technology assets; collect and analyze IT security data; discover and prioritize vulnerabilities; quantify cyber risk exposure; recommend and implement remediation actions; and verify the implementation of such actions. It also provides asset tagging and management, reporting and dashboards, questionnaires and collaboration, remediation and workflow, big data correlation and analytics engine, and alerts and notifications that enable clients to detect vulnerabilities, and measure and remediate cyber risk. The company offers its solutions to enterprises, government entities, and small and medium-sized businesses in various industries, including education, financial services, government, healthcare, insurance, manufacturing, media, retail, technology, and utilities through its sales teams, as well as through its network of channel partners, such as security consulting organizations, managed service providers, resellers, cloud providers, and consulting firms. Qualys, Inc. was incorporated in 1999 and is headquartered in Foster City, California.
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