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QLYS 
Qualys Inc (QLYS)
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Upturn Advisory Summary
01/06/2026: 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 $143.24
1 Year Target Price $143.24
| 4 | Strong Buy |
| 0 | Buy |
| 16 | Hold |
| 2 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.24% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/06/2026 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.73B USD | Price to earnings Ratio 25.39 | 1Y Target Price 143.24 |
Price to earnings Ratio 25.39 | 1Y Target Price 143.24 | ||
Volume (30-day avg) 23 | Beta 0.5 | 52 Weeks Range 112.61 - 155.47 | Updated Date 01/6/2026 |
52 Weeks Range 112.61 - 155.47 | Updated Date 01/6/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.16 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 28.96% | Operating Margin (TTM) 35.29% |
Management Effectiveness
Return on Assets (TTM) 13.69% | Return on Equity (TTM) 38.64% |
Valuation
Trailing PE 25.39 | Forward PE 17.89 | Enterprise Value 4333831931 | Price to Sales(TTM) 7.24 |
Enterprise Value 4333831931 | Price to Sales(TTM) 7.24 | ||
Enterprise Value to Revenue 6.64 | Enterprise Value to EBITDA 19.01 | Shares Outstanding 35858308 | Shares Floating 35653557 |
Shares Outstanding 35858308 | Shares Floating 35653557 | ||
Percent Insiders 0.75 | Percent Institutions 101.65 |
Upturn AI SWOT
Qualys Inc
Company Overview
History and Background
Qualys Inc. was founded in 1999 by Michael P. Minch and currently operates as a cloud-based security and compliance solutions provider. The company has evolved significantly since its inception, transitioning from early vulnerability assessment tools to a comprehensive platform covering a wide range of cybersecurity and IT compliance needs. Key milestones include its IPO in 2012 and continuous expansion of its cloud-based service offerings.
Core Business Areas
- Vulnerability Management: Providing automated, cloud-based vulnerability scanning and remediation services to identify and manage security weaknesses in IT environments.
- Asset Management: Discovering, inventorying, and tracking all IT assets across on-premises, cloud, and mobile environments.
- Compliance Management: Helping organizations meet various regulatory compliance requirements (e.g., PCI DSS, HIPAA, GDPR) through automated assessments and reporting.
- Web Application Security: Scanning and protecting web applications from common vulnerabilities and threats.
- Endpoint Security: Offering solutions for endpoint detection and response (EDR) and antivirus management.
Leadership and Structure
Qualys is led by a management team including CEO Philippe F. Lucas, and CTO Wolfgang Kandek. The company is structured around its cloud platform, with dedicated teams for product development, sales, marketing, and customer support.
Top Products and Market Share
Key Offerings
- Qualys VMDR (Vulnerability Management, Detection and Response): A comprehensive solution for identifying, prioritizing, and remediating vulnerabilities across an organization's IT infrastructure. Competitors include Tenable, Rapid7, CrowdStrike, and Microsoft Defender for Endpoint. Specific market share data for individual products is not publicly disclosed by Qualys, but the overall vulnerability management market is highly competitive.
- Qualys Cloud Platform: The underlying cloud infrastructure that powers all Qualys solutions, offering scalability, security, and integration capabilities. This platform is a key differentiator. Competitors in the broader cloud security and management space include major cloud providers and specialized security vendors.
- Qualys Cloud Apps: A suite of integrated cloud applications for asset inventory, compliance, web application security, and endpoint protection. This modular approach allows customers to adopt specific solutions as needed. Competitors vary depending on the specific cloud app, including companies like ServiceNow (asset management), Symantec/Broadcom (endpoint security), and Imperva (web application security).
Market Dynamics
Industry Overview
The cybersecurity industry is experiencing rapid growth driven by increasing cyber threats, complex IT environments, regulatory pressures, and the adoption of cloud computing. The demand for integrated, cloud-based security and compliance solutions is high.
Positioning
Qualys is positioned as a leader in cloud-based vulnerability management and compliance. Its key competitive advantages include its unified platform approach, extensive threat intelligence, automated workflows, and a subscription-based model that provides predictable revenue. The company's focus on providing a comprehensive suite of services from a single cloud platform is a significant differentiator.
Total Addressable Market (TAM)
The Total Addressable Market (TAM) for cybersecurity solutions, including vulnerability management, asset management, and compliance, is estimated to be hundreds of billions of dollars globally and continues to grow. Qualys, with its integrated cloud platform, is well-positioned to capture a significant share of this market, particularly within the enterprise and mid-market segments seeking scalable and efficient security solutions.
Upturn SWOT Analysis
Strengths
- Robust cloud-based platform offering scalability and accessibility.
- Comprehensive suite of integrated security and compliance solutions.
- Strong recurring revenue model with high customer retention.
- Extensive threat intelligence and vulnerability research capabilities.
- Established market presence and brand recognition in vulnerability management.
Weaknesses
- Dependence on a few key product lines for revenue.
- Potential for increased competition from larger, diversified tech companies.
- Customer acquisition costs can be significant in a crowded market.
- May be perceived as less innovative in emerging niche security areas compared to specialized startups.
Opportunities
- Expansion into new geographies and emerging markets.
- Growth in cloud security and IoT security solutions.
- Leveraging AI and machine learning for enhanced threat detection and automation.
- Strategic partnerships and acquisitions to broaden offerings.
- Increased demand for compliance solutions due to evolving regulations.
Threats
- Intensifying competition from both established players and new entrants.
- Rapidly evolving threat landscape requiring continuous product adaptation.
- Potential data breaches or security incidents affecting its own platform.
- Economic downturns impacting IT security spending.
- Changes in regulatory environments that could impact compliance needs.
Competitors and Market Share
Key Competitors
- Tenable Holdings, Inc. (TENB)
- Rapid7, Inc. (RPD)
- CrowdStrike Holdings, Inc. (CRWD)
- Palo Alto Networks, Inc. (PANW)
- Microsoft Corporation (MSFT)
Competitive Landscape
Qualys holds a strong position in the vulnerability management and cloud security market. Its unified cloud platform and comprehensive offering are significant advantages. However, competitors like Tenable and Rapid7 are also strong players in vulnerability management, while CrowdStrike and Palo Alto Networks offer broader endpoint and network security solutions that can overlap. Microsoft's integrated approach across its ecosystem presents a substantial competitive force. Qualys's advantage lies in its specialized focus and integrated platform for security and compliance.
Growth Trajectory and Initiatives
Historical Growth: Qualys has experienced sustained revenue growth driven by the increasing adoption of its cloud platform and expansion of its service offerings. The company has successfully transitioned to a SaaS model, ensuring recurring revenue streams.
Future Projections: Analyst projections generally anticipate continued revenue growth for Qualys, driven by the expanding cybersecurity market, its strong product portfolio, and potential for new service introductions. Growth is expected to be fueled by increasing demand for integrated security and compliance solutions in cloud and hybrid environments.
Recent Initiatives: Expansion of its AI-driven security capabilities.,Focus on integrated asset inventory and vulnerability management.,Development of solutions for emerging areas like cloud-native security.,Enhancements to its platform for better integration and automation.
Summary
Qualys Inc. is a well-established player in the cloud-based cybersecurity and compliance market, characterized by consistent revenue growth and a strong subscription model. Its integrated platform and comprehensive suite of services are key strengths. However, the company faces intense competition from both specialized vendors and larger technology giants. Future success will depend on its ability to innovate, expand into new security domains, and maintain its competitive edge in a rapidly evolving threat landscape.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company investor relations website (Qualys Inc.)
- Financial news and analysis platforms (e.g., Seeking Alpha, Yahoo Finance)
- Industry research reports (general market data)
- SEC filings (10-K, 10-Q)
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. Financial data and market share estimates are subject to change and may not reflect the most up-to-date figures. This is not financial advice, and investors should conduct their own due diligence before making investment decisions.
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 2575 | Website https://www.qualys.com |
Full time employees 2575 | 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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