Added to YB: 2026-05-14
Pitch date: 2026-05-12
QLYS [bearish]
Qualys, Inc.
Author Info
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Company Info
Qualys, Inc. provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally.
Market Cap
$3.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.15
P/E
15.53
EV/Sales
3.46
Sector
Software
Category
N/A
The Point-Solution Trap - Qualys, Inc.
QLYS (short): Legacy cybersecurity w/ vulnerability mgmt & compliance; $669M rev (+10% YoY), 47% adj EBITDA margin, 46% OCF/rev, 10K+ customers inc. majority Forbes Global 100. Durable but mature - risk is valuation reclassification from 'strategic platform' to 'scanning utility' as growth slows amid AI shift.
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