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Added to YB: 2024-04-11

Pitch date: 2024-04-05

QLYS [bullish]

Qualys, Inc.

-12.25%

current return

Author Info

No bio for this author

Company Info

Qualys, Inc. provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally.

Market Cap

$5.1B

Pitch Price

$165.13

Price Target

N/A

Dividend

N/A

EV/EBITDA

18.60

P/E

27.83

EV/Sales

6.95

Sector

Software

Category

growth

Show full summary:
Headwaters Capital Portfolio Holding: Qualys, Inc.

QLYS -13%: Microsoft partnership ending, but only 1% '24 rev hit. Cybersecurity demand strong, QLYS vulnerability mgmt tool critical. New products support ~10% long-term growth. 8% of mkt cap in cash, no debt. Ex-cash, trades at 4.5% FCF yield.

Read full article (1 min)