Obermatt

Qualys

NSQ:QLYS · US74758T3032
SoftwareMedium

360

68
EV / EBIT68
Price / Owner Earnings45
Owner Earnings Yield78
Dividend Yield1
Price/Sales30
EV / Gross Profit50
Price/Book44
Return on Capital97
Cash Return on Capital88
Return on Equity90
EBIT Margin96
Gross Profitability85
Cash Conversion44
Accruals17
Owner Earnings Margin92
Sales growth39
Profit Growth65
Long-Term EPS Growth48
Owner Earnings Growth49
Reinvestment87
Price momentum61
Debt load79
Refinancing29
Debt Payback100
Liquidity1
Analyst ratings10
Opinion Changes25
Price Target Upside8
Market mood31
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Qualys generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustrySoftware
SizeMedium
TypePublic Company
ExchangeNASDAQGS
Founded1999
Employees2,681
Websitequalys.com
ISINUS74758T3032
Last UpdateApr 2, 2026
Themes
Cloud InfrastructureEndpoint Security IntegrityCloud Workload ProtectionCloud ManagementSecurity ManagementCloud SecurityDevSecOpsData ProtectionComplianceSecuritySoftware

Description

Qualys, Inc. (Qualys) provides cloud-based platform delivering information technology (IT), security and compliance solutions. The company’s integrated suite of IT, security and compliance solutions delivered on Qualys' Enterprise TruRisk Platform e…

Analysis

Quality compounder

Qualys, Inc. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is fair. The owner-earnings multiple stands at 18.5×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 5% a year, against analyst forecasts of 9%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is sturdy. The company scores 16/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
8
2023202420252026

All-time high

77

Jan 2023

All-time low

8

Mar 2026

Average rank

35

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
30
29
10
19
Price/Earnings
52
69
35
51
Price/Book
44
29
10
33
Dividend Yield
1
1
1
1
Value (overall)
39
33
10
27

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →