Análisis Argos
QLYS
QLYSOportunidad
Qualys, Inc. · Technology
US$ 148.12
precio al 2026-07-04
Valor justo Argos*
US$ 166–210
vs. su valor justo
21% por debajo
Score Argos
83/100
Oportunidad
LA RESPUESTA
El mercado la precia para que crezca 7.4% al año — menos de lo que viene demostrando (15.2%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
✓Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
✓Las ganancias crecieron 14% el último año.
✓Retorno sobre el capital alto (44%).
✓Tiene más caja que deuda: balance fuerte.
Riesgos
!Venta significativa de insiders en el último trimestre.
VALOR5/6FUTURO4/6PASADO6/6SALUD5/6DIVIDENDO4/6
El Iris de calidad
VALOR5/6FUTURO4/6PASADO6/6SALUD5/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos83de 100Oportunidad
Ingresos▲10%
US$ 0.7 B
Margen operativo▲8%
33.2%
Flujo de caja libre▲30%
US$ 0.3 B
Deuda neta
US$ -0.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 5.2B
P/E26.3x
EV/EBITDA21.4x
FCF yield5.8%
ROIC43.7%
Margen operativo33.2%
Crecim. ingresos+10.1%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 29 jun
Qualys (QLYS) Soars 6.1%: Is Further Upside Left in the Stock?
Qualys (QLYS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
seekingalpha.com · 20 jun
Qualys: AI Tailwinds And A Reasonable Valuation
Qualys (QLYS) earns a Buy rating for its strong profitability, robust cash flow, and reasonable valuation despite modest revenue growth. QLYS delivers high EBITDA and free cash flow margins—mid-40s and low-40s, respectively—while maintaining positive EPS revisions and ongoing share buybacks. AI-driven vulnerability discovery and autonomous remediation provide credible demand tailwinds, though their financial impact is not yet visible in guidance.
fool.com · 16 jun
A Qualys Director Sold Company Shares Worth $104,000. Here's What That Means for Investors.
Director Thomas Berquist sold 939 shares for a transaction value of ~$104,000 on June 12, 2026. The sale represented 12.16% of his direct holdings, reducing his position from 7,720 to 6,781 shares.
zacks.com · 4 jun
Qualys (QLYS) Up 22.9% Since Last Earnings Report: Can It Continue?
Qualys (QLYS) reported earnings 30 days ago. What's next for the stock?
gurufocus.com · 29 may
Is It Too Late to Buy Qualys Inc (QLYS) After 8.9% Rally? GF Value Says Undervalued
On May 29, 2026, Qualys Inc (QLYS) shares rose 8.9% to $109.28, marking a significant recovery after a year of declining performance. The stock has traded betwe
zacks.com · 29 may
Here's Why Qualys (QLYS) is a Strong Momentum Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
fool.com · 28 may
Winmill Loads Up Qualys, Inc. Stock With 88,000 Shares in A New Position
Qualys delivers cloud-based security and compliance solutions to enterprises and public sector clients across multiple industries.
zacks.com · 20 may
Do Options Traders Know Something About Qualys Stock We Don't?
Investors need to pay close attention to QLYS stock based on the movements in the options market lately.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.