Qualys, Inc.
Qualys, Inc. is a global provider of cloud-based IT, security, and compliance solutions. It helps organizations protect their networks, applications, and data from cyber threats.
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Performance
In Q4 2024, Qualys reported a GAAP earnings per share (EPS) of $1.19, surpassing the estimated $0.92, and a net income increase of 8% year-over-year . The company also announced a $200 million increase to its share repurchase program, reflecting confidence in its financial position and growth prospects. For the full year 2024, Qualys achieved a 10% revenue growth, totaling $607.6 million, and a 16% increase in net income to $229 million . The company maintained an adjusted EBITDA margin of 47% for the year, indicating strong operational efficiency. As of April 25, 2025, Qualys’ stock is trading at $124.89, reflecting a 2.57% increase from the previous close.
Quality of Earnings
The company demonstrates strong adherence to General Accounting Principles, with financial reports that conform to GAAP, are decision-useful, sustainable, and offer returns exceeding the cost of capital. There have been no recent changes to accounting policies, and all required financial reports are submitted on time. Revenue quality is also robust, marked by high predictability—with a substantial portion of clients returning year after year—strong profitability with gross margins exceeding 70%, diversified income sources with no client accounting for more than 15% of revenue, and clear growth in both revenue and net income. Additionally, there are no significant financial report warning signs: earnings contain minimal accrual components, do not narrowly beat benchmarks in a suspicious pattern, and revenue is not recognized prematurely. Expenses are not misrepresented, audit opinions are unqualified, goodwill is properly assessed, and the company does not rely on aggressive accounting tactics such as related-party transactions or off-balance-sheet debt. Operating ccash flows align with net income, earnings are recurring and persistent, and there is no history of restatements or enforcement actions, reinforcing the reliability and quality of the company’s financial reporting.
Company Summary
Qualys, Inc. is a leading provider of cloud-based information security and compliance solutions, headquartered in Foster City, California. Founded in 1999, the company offers a unified platform that enables organizations to automate IT asset discovery, vulnerability management, threat detection, and compliance monitoring across their digital environments. With over 10,000 customers in more than 130 countries, Qualys serves a diverse range of industries, including finance, healthcare, manufacturing, and government.
