0.63%
-6.90%
-14.54%
6.49%
-19.53%
6.34%
62.75%
AI Spotlight on QLYS
Company Description
Qualys, Inc.provides cloud-based information technology (IT), security, and compliance solutions in the United States and internationally.The company offers Qualys Cloud Apps, which includes Vulnerability Management; Vulnerability Management, Detection and Response; Threat Protection; Continuous Monitoring; Patch Management; Multi-Vector Endpoint Detection and Response; Certificate Assessment; SaaS Detection and Response; Secure Enterprise Mobility; Policy Compliance; Security Configuration Assessment; PCI Compliance; File Integrity Monitoring; Security Assessment Questionnaire; Out of-Band Configuration Assessment; Web Application Scanning; Web Application Firewall; Global Asset Inventory; Cybersecurity Asset Management; Certificate Inventory; Cloud Inventory; Cloud Security Assessment; and Container Security.
Its integrated suite of IT, security, and compliance solutions delivered on its Qualys Cloud Platform enables customers to identify and manage IT assets, collect and analyze IT security data, discover and prioritize vulnerabilities, recommend and implement remediation actions, and verify the implementation of such actions.The company 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, which enable integrated workflows, management and real-time analysis, and reporting across IT, security, and compliance solutions.The company offers its solutions through its sales teams, as well as through its network of channel partners, such as security consulting organizations, managed service providers, resellers, and consulting firms.
It serves 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.The company was incorporated in 1999 and is headquartered in Foster City, California.
Market Data
| Last Price | 133.26 |
| Change Percentage | 0.63% |
| Open | 131.96 |
| Previous Close | 132.43 |
| Market Cap ( Millions) | 4861 |
| Volume | 204488 |
| Year High | 174.31 |
| Year Low | 119.17 |
| M A 50 | 140.79 |
| M A 200 | 137.42 |
Financial Ratios
| FCF Yield | 4.57% |
| Dividend Yield | 0.00% |
| ROE | 39.50% |
| Debt / Equity | 9.90% |
| Net Debt / EBIDTA | -91.74% |
| Price To Book | 10.21 |
| Price Earnings Ratio | 28.06 |
| Price To FCF | 21.88 |
| Price To sales | 8.0 |
| EV / EBITDA | 23.19 |
News
- Feb -14 - Qualys: Promising Enterprise Offerings Could Unlock Future Growth
- Feb -07 - These Analysts Cut Their Forecasts On Qualys After Q4 Results
- Feb -07 - Qualys Q4 Earnings Beat, Stock Down on Dim FY25 EPS Guidance
- Feb -07 - Qualys, Inc. (QLYS) Q4 2024 Earnings Call Transcript
- Feb -07 - Qualys (QLYS) Surpasses Q4 Earnings and Revenue Estimates
- Feb -06 - Qualys Announces Fourth Quarter and Full Year 2024 Financial Results
- Feb -05 - Qualys Introduces Managed Risk Operation Center (mROC) Partner Alliance to Scale Cyber Risk Services
- Feb -04 - Qualys Set to Report Q4 Earnings: What's in Store for the Stock?
- Feb -03 - Qualys Unveils TotalAppSec: New Comprehensive Application Risk Management Solution
- Jan -23 - Qualys to Report Fourth Quarter 2024 Financial Results on February 6, 2025
- Jan -03 - Qualys (QLYS) Upgraded to Buy: Here's What You Should Know
- Jan -03 - The Zacks Analyst Blog Five9, Qualys, Zscaler and VTEX
- Jan -02 - 4 Bargain Tech Stocks to Supercharge Your Portfolio in 2025
- Dec -24 - Qualys Trading at a Discount: Is This the Right Time to Buy the Stock?
- Dec -23 - 2 Stocks to Bet on From a Flourishing Security Industry
- Dec -16 - 4 Cybersecurity Leaders to Add to Your Portfolio Before 2025 Kicks Off
- Nov -29 - Qualys Rises 28% in a Month: Should You Buy, Hold or Sell the Stock?
- Nov -27 - Qualys: The Easy Gains Were Already Made (Rating Downgrade)
- Nov -06 - These Analysts Boost Their Forecasts On Qualys Following Upbeat Earnings
- Nov -06 - Qualys Q3 Earnings Beat: Will Upbeat Guidance Lift the Stock?
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Direct
Expected Growth : 9 %
What the company do ?
Direct from Qualys, Inc. is a cloud-based vulnerability management solution that provides real-time threat protection and remediation.
Why we expect these perspectives ?
Qualys' 9% growth driven by increasing demand for vulnerability management and compliance solutions, expansion into cloud security, and growing adoption of its platform by large enterprises, particularly in highly regulated industries such as finance and healthcare.
Segment n°2 -> Partner
Expected Growth : 7 %
What the company do ?
Qualys, Inc. partners are trusted advisors that provide vulnerability management, policy compliance, and web application security solutions to customers.
Why we expect these perspectives ?
Qualys' partner growth is driven by increasing demand for cloud-based security solutions, expansion into new markets, and strategic partnerships. The company's vulnerability management and compliance solutions are in high demand, particularly among large enterprises. Additionally, Qualys' strong brand recognition, robust sales and marketing efforts, and expanding channel partner network contribute to its growth.
Qualys, Inc. Products
| Product Range | What is it ? |
|---|---|
| Vulnerability Management | Identify and prioritize vulnerabilities across your global hybrid-IT environment, including on-premises, cloud, and containerized environments. |
| Compliance | Simplify compliance and auditing with automated configuration and vulnerability scanning, and reporting for major regulations such as PCI DSS, HIPAA, and CIS. |
| Web Application Scanning | Identify vulnerabilities in web applications, including those built in-house or by third-party vendors, and prioritize remediation efforts. |
| Indication of Compromise (IOC) | Detect and respond to advanced threats in real-time, using behavioral analysis and machine learning to identify malicious activity. |
| Cloud Security | Monitor and secure cloud infrastructure, including AWS, Azure, and Google Cloud, with real-time visibility and automated remediation. |
| Container Security | Secure containerized environments, including Docker and Kubernetes, with vulnerability scanning, configuration assessment, and runtime protection. |
| File Integrity Monitoring (FIM) | Monitor file systems and detect unauthorized changes, ensuring the integrity of critical files and systems. |
Qualys, Inc.'s Porter Forces
Threat Of Substitutes
Qualys, Inc. operates in a niche market, providing cloud-based security and compliance solutions. While there are substitutes available, they are not as comprehensive as Qualys' offerings, reducing the threat of substitutes.
Bargaining Power Of Customers
Qualys, Inc. has a diverse customer base, including large enterprises and small businesses. However, the company's solutions are critical to its customers' security and compliance needs, reducing their bargaining power.
Bargaining Power Of Suppliers
Qualys, Inc. has a diversified supply chain, and its suppliers do not have significant bargaining power. The company's strong financial position also reduces its dependence on suppliers.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the cybersecurity industry. Qualys, Inc. has a strong brand reputation and a comprehensive suite of solutions, making it difficult for new entrants to compete.
Intensity Of Rivalry
The cybersecurity industry is highly competitive, with several established players competing for market share. Qualys, Inc. faces intense competition from companies like Tenable, Rapid7, and CyberArk, which increases the intensity of rivalry.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 7.24% |
| Debt Cost | 3.95% |
| Equity Weight | 92.76% |
| Equity Cost | 6.47% |
| WACC | 6.28% |
| Leverage | 7.81% |
Qualys, Inc. : Quality Control
Qualys, Inc. passed 8 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| DBX | Dropbox, Inc. provides a content collaboration platform worldwide. Its platform allows individuals, families, teams, and organizations to collaborate and sign up for free through its website or app, as well … |
| SQSP | Squarespace, Inc. operates platform for businesses and independent creators to build online presence, grow their brands, and manage their businesses across the internet. Its suite of integrated products enables users … |
| FFIV | F5, Inc. provides multi-cloud application security and delivery solutions for the security, performance, and availability of network applications, servers, and storage systems. The company's multi-cloud application security and delivery solutions … |
| VRNS | Varonis Systems, Inc. provides software products and services that allow enterprises to manage, analyze, alert, and secure enterprise data in North America, Europe, the Middle East, Africa, and internationally. Its … |
| WEX | WEX Inc. provides financial technology services in the United States and internationally. It operates through three segments: Fleet Solutions, Travel and Corporate Solutions, and Health and Employee Benefit Solutions. The … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Dropbox
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F5
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Squarespace
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WEX
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Qualys
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