Qualys
-4%
est. 2Y upside i
Rank
#2395
Sector
Cybersecurity
Est. Liquidity
~2Y
Data Quality
Data: MediumDespite Qualys' strong competitive position and profitability, the low growth rate (13%) and high valuation multiple (8.4x) limit upside potential to only 12% in the base case, while the bear case shows -30% due to competitive pressures.
Last updated: July 21, 2026
Exit multiple expands to 10x driven by AI and cloud security tailwinds, despite competitive pressure. Revenue reaches $809M.
Multiple converges to 8x in line with mature cybersecurity peers. Revenue growth slows to ~7% annually.
Multiple compresses to 5x as competition from CrowdStrike and Palo Alto Networks intensifies, and growth disappoints.
Preference Stack Risk
lowFunding Intensity
0%Total funding of $28.4M is only 0.5% of current valuation, so preference stack is negligible.
Dilution Risk
lowCompany is public and profitable with no expected capital raise in 2 years.
Secondary Liquidity
activeAs a public company, shares are traded on Nasdaq with full liquidity.
Questions to Ask at the Interview
Strategic questions based on Qualys's data — designed to show you've done your homework.
- 1
“How does Qualys defend against platform consolidation by Palo Alto Networks and CrowdStrike?”
- 2
“What is the long-term revenue growth driver beyond vulnerability management?”
- 3
“Given the low growth, is the equity compensation sufficient to offset the risk of multiple compression?”
Community
Valuation Sentiment
Our model estimates -4% upside. What do you think?
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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.