Qualys, Inc. (QLYS): one to watch?

Solid, profitable business pulling back after a huge rally and amid AI-competition fears — not a screaming bargain, but not broken either.

👀 WATCH Fundamentals72/100

Fell 20% in 11 trading day(s) — now $150.28

Why QLYS dropped

The drop looks like profit-taking after a sharp late-August/summer rally (stock had run up ~55% over 90 days), compounded by a broader tech/cybersecurity sector selloff and lingering investor worry about AI-native competitors (like Anthropic's cybersecurity tool) disrupting Qualys's vulnerability-scanning business — not a fraud, guidance withdrawal, or lost customer.

Fwd P/E 17.8Op margin 34.0%Rev growth 11.0%Debt/equity 9.5%Analyst upside 16.1%

How this scored 72/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 29.4%

✅ Generates cash Free cash flow $244M

✅ Not drowning in debt Debt/equity 9.5% (limit 200%)

✅ Can pay its bills Current ratio 1.4 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 25/25

Operating margin 34.0% 9/9

Net profit margin 29.4% 8/8

Return on equity 38.6% 8/8

Growth Is it getting bigger, or dying? 18/25

Revenue growth 11.0% 5/9

Earnings growth 16.1% 5/8

Expected profit change 46.1% 8/8

Value Is it cheap right now? 10/25

Forward P/E 17.8 7/10

PEG ratio 2.6 1/8

Analyst target upside 16.1% 2/7

Balance sheet Will it survive? 19/25

Debt / equity 9.5% 10/10

Current ratio 1.4 2/8

Free cash flow $244M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-09-14. Research only — not financial advice.