QLYS · Qualys $174.37 -3.71 (-2.08%) 2026-SEP-18 12:47 EST

In short: BUY on the multiple — fwd PE 12.1 against a 30.1 average (59.8% under), ER 15.07% — while the reverse DCF flatly disagrees: 13.7% growth required against 4.41% expected (−9.3pp). One of the year's ten best performers at +39.3%.

In short: Third-best performer of the month at +20.6%. Named only in the performance table; no analysis.

In short: BUY, up 13.1% on the year. FV $196.4 vs $148.2 = 24.5% under; ER 15.1% on only 4.4% expected growth — the return comes from the multiple; fwd PE 12.1 against 30.1 (59.8% under); RDCF 3.8% vs 4.4%.

In short: BUY. FV $145.6 vs $109.9 = 24.5% under; ER 15.0% on only 4.4% expected EPS growth — the return comes from the multiple, not the business; fwd PE 12.1 against 30.1 (59.8% under, eleventh on the screen); RDCF 5.2% required vs 4.4% expected.

In short: Third-best performer at +23.4%, from the published table. No commentary. It had been a BUY on the 7 May list at 24.5% undervalued and the ninth-worst YTD performer at -32.4% — a sharp one-month reversal.

In short: BUY, and the ninth-worst YTD performer at -32.4% (10-yr CAGR +13.0%). EPS growth 4.4%, FWD PE 12.1 against a fair exit 25.0, expected return 15.1%, fair value 117.3 against 88.5 = 24.5% undervalued.

In short: BUY. 12.9x forward against a 30.1x five-year average (57.1% under) on the second-lowest growth assumption on the sheet (4.4%), giving a 13.8% expected return and a marginally negative −0.8pp reverse DCF. Down 27.4% year to date.

In short: BUY. 20.1x forward against a 30.1x average (33.2% under), a 12.1% expected return and a $162.5 fair value against $134.57. The reverse DCF is essentially neutral (9.8% required against 9.7% expected).