Any ideas on valuetion?reply was growing a lot last ten years(I hold ot for more than 5 years since 2011) but the hrowth was related to FCA and telecommunication,not now great customers.Qualys was hit a lot lately (why?) amd gameshop was hit hard some years ago,note to consider
Qualys pulled back due to a change in its contract with Microsoft. Qualys will no longer be the default VM engine for Microsoft Defender. It is estimated that this will affect Qualys revenue by -1% according to management.
Although a small loss in revenue, the signal is something we must continue to monitor. If this becomes a trend, Qualys could lose other important clients.
I believe the valuation of Qualys is attractive. On a historical multiple basis, and a DCF basis at least. But it depends on the future growth capabilities.
Any ideas on valuetion?reply was growing a lot last ten years(I hold ot for more than 5 years since 2011) but the hrowth was related to FCA and telecommunication,not now great customers.Qualys was hit a lot lately (why?) amd gameshop was hit hard some years ago,note to consider
Qualys pulled back due to a change in its contract with Microsoft. Qualys will no longer be the default VM engine for Microsoft Defender. It is estimated that this will affect Qualys revenue by -1% according to management.
Although a small loss in revenue, the signal is something we must continue to monitor. If this becomes a trend, Qualys could lose other important clients.
I believe the valuation of Qualys is attractive. On a historical multiple basis, and a DCF basis at least. But it depends on the future growth capabilities.
Qualys is quality! I think is undervalued right now.
Agreed, it is starting to look attractive. Great business imo