TORVANTA
Other · S&P 500 · data as of 2026-10-05

QLYS stock analysis: QLYS

QLYS (QLYS) is an S&P 500 company in Other. It grades strongest on profitability and momentum and weakest on value.

The model's view of QLYS · subscribers

Where QLYS ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with QLYS · updated 2026-10-05 · from prices and SEC filings

QLYS price performance

QLYS against the S&P 500, one year
-50%+0%+50%QLYS +46%S&P 500 +18%2025-09-292026-10-05
Year to date+49.5%S&P 500 +14.5% · ahead by 35.0 pts
1 year+51.6%S&P 500 +17.0% · ahead by 34.6 pts
3 years+28.4%S&P 500 +89.3% · behind by 60.9 pts
5 years+81.2%S&P 500 +91.3% · behind by 10.2 pts

Total returns with dividends reinvested.

QLYS factor grades

Each grade compares QLYS with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

D+ValueP/E 34.4x (industry 20.1x)FCF yield 4.6% (industry 6.0%)
B-GrowthRevenue growth +10% (industry +8%)EPS growth +15% (industry +10%)
AProfitabilityOperating margin 34.4% (industry 9.6%)ROIC 61.1% (industry 10.1%)
AMomentum12-month change +52%From 52-wk high 0%

QLYS in plain numbers

QLYS key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$6.9B
Revenue growth (y/y)+10%
Free-cash-flow yield4.6%
Dividend yieldn/a
Next earnings (expected)2026-11-03
Valuation measures
Market value$6.9B
Enterprise value$6.6B
P/E (trailing)34.4x
Forward P/E (Torvanta estimate)32.1x
PEG (Torvanta estimate)4.55
Price / sales9.8x
Price / book12.2x
EV / revenue9.4x
EV / EBITDA26.1x
Financial highlights
Revenue, last 12 months$703.0M
Net income, last 12 months$206.5M
EPS, last 12 months (GAAP)$5.78
Gross margin83.3%
Operating margin34.4%
Net margin29.4%
Return on equity38.6%
Return on invested capital61.1%
Cash$250.3M
Total debt$0
Free cash flow, last 12 months$314.0M
Current ratio1.38x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

QLYS earnings trends

Revenue vs earnings
$0$45.5M$91.1M$136.6M$182.2MSep 2024 Revenue: $153.9MDec 2024 Revenue: $159.2MMar 2025 Revenue: $159.9MJun 2025 Revenue: $164.1MSep 2025 Revenue: $169.9MDec 2025 Revenue: $175.3MMar 2026 Revenue: $175.6MJun 2026 Revenue: $182.2MSep 2024 Net income: $46.2MDec 2024 Net income: $44.0MMar 2025 Net income: $47.5MJun 2025 Net income: $47.3MSep 2025 Net income: $50.3MDec 2025 Net income: $53.1MMar 2026 Net income: $50.6MJun 2026 Net income: $52.4MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 30.0%Net margin: 27.6%Net margin: 29.7%Net margin: 28.8%Net margin: 29.6%Net margin: 30.3%Net margin: 28.8%Net margin: 28.8%0%15%30%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.4$0.8$1.1$1.5Sep 2024 EPS (GAAP, diluted): $1.2Dec 2024 EPS (GAAP, diluted): $1.2Mar 2025 EPS (GAAP, diluted): $1.3Jun 2025 EPS (GAAP, diluted): $1.3Sep 2025 EPS (GAAP, diluted): $1.4Dec 2025 EPS (GAAP, diluted): $1.5Mar 2026 EPS (GAAP, diluted): $1.4Jun 2026 EPS (GAAP, diluted): $1.5Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +12% · Dec 2025 +24% · Mar 2026 +10% · Jun 2026 +16%

From the company's 10-Q and 10-K filings with the SEC.

QLYS financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$411.2M$489.7M$554.5M$607.6M$669.1M
Net income$71.0M$108.0M$151.6M$173.7M$198.3M
EPS (GAAP)$1.79$2.75$4.03$4.65$5.44
Free cash flow$176.2M$183.5M$235.8M$231.8M$304.4M

QLYS earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-04$1.50+16%+11%+16.7%
2026-05-05$1.42+10%+10%-4.0%
2026-02-05$1.47+24%+10%-14.9%
2025-11-04$1.39+12%+10%+17.6%
2025-08-05$1.29+10%+10%-4.3%
2025-05-06$1.29+23%+10%+0.0%

Companies similar to QLYS

CompanyMarket valueP/ERevenue growthOperating margin12-month change
QLYS QLYS$6.9B34.4x+10%34.4%+52%
HIMS HIMS$6.9Bn/a+28%-6.0%-44%compare
PATH PATH$6.9B19.6x+15%8.9%+2%compare
STAG STAG$6.9Bn/a+10%n/a+4%compare
MATX MATX$6.9B15.5x-0%15.2%+132%
RNG RNG$6.8B63.2x+5%6.7%+184%
AWI AWI$6.9B22.4x+9%25.8%-16%

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Frequently asked questions

Is QLYS stock a buy?

Torvanta does not tell individuals what to buy. Its grades for QLYS are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is QLYS's P/E ratio?

QLYS trades at about 34.4 times its last 12 months of GAAP earnings reported to the SEC, and about 32.1 times Torvanta's own estimate of the next 12 months.

When does QLYS report earnings next?

Based on its filing history, Torvanta expects QLYS to report around 2026-11-03.

How has QLYS performed against the S&P 500?

Over the past year QLYS returned +51.6%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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