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QLYS

💻 Technology

Qualys, Inc.

Conservative #147Aggressive #453Moderate RiskHigh 100
$93.53+2.51%
Day High$96.85
Day Low$91.63
Volume0.4M
Mkt Cap$3.4B
52W Low $9252W High $155
Market Cap
$3.5B
P/E Ratio
16.7
Sector avg: 49.8
Rev Growth
10.1%
Sector avg: 14.8%
Earnings Growth
14.2%
Profit Margin
29.6%
Sector avg: -110.0%
Debt/Equity
0.17

Why This Score

QLYS scores 69.8 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 37.8% exceeds the 15% quality threshold.
  • High net margin of 29.6%, indicating pricing power and operational efficiency.
  • High conviction (100/100) — fundamental and ML signals agree on this stock.

No material penalties applied. QLYS ranks #147 based on its factor profile and ML signal alignment.

Score Breakdown

Overall Score69.8
Fundamental Score63.4
ML Score76.0

Score by Horizon

3 Month
68.6
6 Month
76.7
Primary
1 Year
80.7

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
50
Basing
Sentiment (2.5%)
56
Neutral
Analyst (6.4%)
57
Neutral
Tradability (post-hoc)
80
Grade A
Base
65.8
SHAP
+1.3
Factors
+0.8
Conviction
+1.9
Final
69.8
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)81.0
Technical (Momentum, Weinstein, Volatility)47.0
External (Sentiment, Analyst, Macro)78.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
+0.3% to +4.7%
Medium-term
+1.1% to +7.8%
Long-term
+1.9% to +10.9%

ML Model Core Features100 trained inputs → ML Score: 76

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score57.3/100
Target Upside+58.9%
Coverage48 analysts
Market Sentiment
Sentiment Score56.2/100
News Volume1 articles
Technical Stage
Weinstein Stage1 — Basing
12M Momentum-0.2%
6M Momentum-0.2%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+2.5%
Momentum ConsistencyStrong (0.89)
Relative Strength vs Sector-23.8%
Trend Strength (ADX Proxy)Moderate (2.4)
Momentum Quality-0.148
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
35%
High risk — cheap + stagnating
Sector RevGr Rank
P49
Revenue growth vs Technology peers
Sector PE Rank
P84
Valuation vs Technology peers
Sector FCF Rank
P80
Free cash flow vs Technology peers
Growth Deviation
-0.0σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged
Value trap warning: This stock scores in the top quartile for value trap risk. The combination of below-sector-median revenue growth, low PE, and high free cash flow yield suggests the market is pricing in stagnation. The ML model's sector-relative features (trained on 30 years of data) reduce this stock's score accordingly.

Analysis Signals

Scoring Factors
Fundamental score of 81 relative to sector peers81/100
Machine learning model ranks this stock at the 81th percentileP81
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +2.4pt (features align with model priorities)
Blend: 91% fund (81.3) + 9% ML (80.6) + SHAP(+2.4) = 83.6
Factor quality: +1.5pt (multi-factor composite)
Risk assessment: moderate. Annualized volatility 8.5%. Max drawdown 27% (-7.4 pts). Price momentum -20% (-3.0 pts)Moderate
Market cap adjustment: +0.5 points ($3.3B market cap)+0.5 pts
Conviction bonus: +3.6pt (conviction=100)
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -5 pointsGrade B
Quality concern: High accrual ratio (-56.0%) — earnings quality concern; R&D-adjusted ROIC: 22.0% (original: 28.1%). Software - Infrastructure has ~22% R&D intensity. Capitalizing R&D over 5 years increases invested capital by ~55%.Flag

Sector Peer Comparison(Technology — Rank #26 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
QLYS69.816.710.1%29.6%$3.5B
MPWR85.191.721.2%81.0%$56.6B
ZM84.518.03.1%21.7%$22.4B
NVDA80.745.2114.2%55.8%$4.6T
CRUS80.319.16.0%17.5%$7.3B
CSCO78.027.65.3%18.0%$311.4B
ASML77.848.115.6%29.4%$566.0B
IDCC77.731.8-4.0%48.8%$9.6B
RMBS77.648.320.7%32.3%$11.0B
ADI75.674.116.9%20.6%$173.8B
FSLR75.317.326.7%30.7%$22.3B
SIMO74.59.210.2%13.8%$4.5B
AAPL74.333.16.4%27.0%$4.0T
DBX74.013.91.9%17.7%$6.7B
TER73.790.95.4%19.2%$53.1B
OLED73.027.012.4%34.3%$5.0B
Sector Average48.049.814.8%-110.0%

Company Overviewvia FMP

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.

CEO
Sumedh S. Thakar
Employees
2,443
Beta
0.57
Industry
Software - Infrastructure
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
20.3
Oversold
Trend
Bearish
10-day vs 50-day MA
From 52W High
-39.8%
High: $155.47
From 52W Low
+9.9%
Low: $85.14
Moving Averages
10-Day
$97.20
Below
20-Day
$110.00
Below
50-Day
$125.20
Below
200-Day
$133.90
Below
60-Day Support
$85.14
60-Day Resistance
$153.62
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 1 — BasingScore: 30/100

Stock is building a base after a decline. The 200-day moving average is flattening. Watch for a breakout above the 200-day SMA on increased volume.

Monitor for breakout above 200-day SMA on volume
Price vs 200 SMA
-30.1%
200 SMA Slope (60d)
+0.21%
Flattening
Volume Ratio
1.52x
10d avg vs 50d avg
Days in Stage
31
Confidence: 70%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$175M$170M$164M$160M
Gross Profit$146M$142M$135M$131M
Operating Income$59M$60M$51M$52M
Net Income$53M$50M$47M$48M
EPS (Diluted)$1.47$1.39$1.29$1.29
Gross Margin83.4%83.6%82.4%81.9%
Operating Margin33.6%35.3%31.3%32.4%
Net Margin30.3%29.6%28.8%29.7%

Why This Stock

TechnologyP/E ratio of 16.7Revenue growth 10.1%Profit margin 29.6%

Tradability FilterGrade A — 80/100Score impact: +10.7pt

Volume
79
491K avg/day
Dollar Vol
95
$43M/day
Float
66
36M shares
Mkt Cap
63
$3.5B
Range
100
83% spread
Composite Liquidity Score80/100
FDCBA

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
98.6%
Outstanding Shares
36M
Bid-Ask Spread
83.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.