Comprehensive Stock Comparison

Compare Qualys, Inc. (QLYS) vs CrowdStrike Holdings, Inc. (CRWD) Stock

Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.

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Quick Verdict

CategoryWinnerWhy
GrowthCRWD29.4% revenue growth vs QLYS's 9.6%
ValueQLYSLower P/E (12.5x vs 100.2x)
Quality / MarginsQLYS29.0% net margin vs CRWD's -6.9%
Stability / SafetyQLYSBeta 0.81 vs CRWD's 1.49, lower leverage
DividendsTieNeither pays a meaningful dividend
Momentum (1Y)CRWD-4.5% vs QLYS's -29.7%
Efficiency (ROA)QLYS18.3% ROA vs CRWD's -3.2%
Bottom line: QLYS leads in 4 of 7 categories, making it the stronger pick for investors who prioritize valuation and capital efficiency and profitability and margin quality. CrowdStrike Holdings, Inc. is the better choice for growth and revenue expansion and recent price momentum and sentiment. As direct sector peers, they can serve as alternatives in the same portfolio allocation.

Who Each Stock Is For

Income & stability

Growth exposure

Long-term compounding (10Y)

Sleep-well-at-night portfolio

Defensive / Recession hedge

Business Model

What each company does and how it makes money

QLYSQualys, Inc.
Technology

Qualys is a cloud-based cybersecurity platform that provides vulnerability management, compliance, and threat protection solutions. It generates revenue primarily through subscription fees for its Qualys Cloud Platform — which includes vulnerability scanning, compliance monitoring, and web application security services — with over 90% of revenue coming from subscriptions. The company's key advantage is its cloud-native architecture that enables continuous, real-time security assessments across global IT environments without requiring customer-deployed hardware.

CRWDCrowdStrike Holdings, Inc.
Technology

CrowdStrike is a cybersecurity company that provides cloud-native endpoint protection and threat intelligence through its Falcon platform. It generates revenue primarily from subscription fees for its security software modules — with cloud security, identity protection, and threat intelligence being key offerings — and managed security services. The company's competitive advantage lies in its AI-powered threat graph that analyzes trillions of security events weekly, creating a powerful network effect where each customer improves protection for all others.

Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

QLYSQualys, Inc.
FY 2024
Reportable Segment
100.0%$608M
CRWDCrowdStrike Holdings, Inc.
FY 2025
Subscription and Circulation
95.1%$3.8B
Professional Services
4.9%$192M

Financial Metrics Comparison

Side-by-side fundamentals across 2 stocks. BestLagging

Financial Scorecard

QLYS 3CRWD 1
Financial MetricsQLYS5/6 metrics
Valuation MetricsQLYS5/6 metrics
Profitability & EfficiencyQLYS6/7 metrics
Total ReturnsCRWD6/6 metrics
Risk & VolatilityTie1/2 metrics
Analyst Outlook0/0 metrics

QLYS leads in 3 of 6 categories (Financial Metrics, Valuation Metrics). CRWD leads in 1 (Total Returns). 1 tied.

Financial Metrics (TTM)

CRWD is the larger business by revenue, generating $4.6B annually — 7.0x QLYS's $653M. QLYS is the more profitable business, keeping 29.0% of every revenue dollar as net income compared to CRWD's -6.9%. On growth, CRWD holds the edge at +22.2% YoY revenue growth, suggesting stronger near-term business momentum.

MetricQLYSQualys, Inc.CRWDCrowdStrike Holdi…
RevenueTrailing 12 months$653M$4.6B
EBITDAEarnings before interest/tax$228M-$150M
Net IncomeAfter-tax profit$189M-$314M
Free Cash FlowCash after capex$271M$1.2B
Gross MarginGross profit ÷ Revenue+82.4%+74.3%
Operating MarginEBIT ÷ Revenue+32.5%-7.9%
Net MarginNet income ÷ Revenue+29.0%-6.9%
FCF MarginFCF ÷ Revenue+41.6%+25.3%
Rev. Growth (YoY)Latest quarter vs prior year+10.4%+22.2%
EPS Growth (YoY)Latest quarter vs prior year+12.1%-100.0%
QLYS leads this category, winning 5 of 6 comparable metrics.

Valuation Metrics

On an enterprise value basis, QLYS's 15.2x EV/EBITDA is more attractive than CRWD's 964.8x.

MetricQLYSQualys, Inc.CRWDCrowdStrike Holdi…
Market CapShares × price$3.3B$93.8B
Enterprise ValueMkt cap + debt − cash$3.1B$90.2B
Trailing P/EPrice ÷ TTM EPS19.89x-4726.56x
Forward P/EPrice ÷ next-FY EPS est.12.54x100.16x
PEG RatioP/E ÷ EPS growth rate0.88x
EV / EBITDAEnterprise value multiple15.24x964.80x
Price / SalesMarket cap ÷ Revenue5.47x23.72x
Price / BookPrice ÷ Book value/share7.24x27.43x
Price / FCFMarket cap ÷ FCF14.33x87.81x
QLYS leads this category, winning 5 of 6 comparable metrics.

Profitability & Efficiency

QLYS delivers a 35.7% return on equity — every $100 of shareholder capital generates $36 in annual profit, vs $-8 for CRWD. QLYS carries lower financial leverage with a 0.10x debt-to-equity ratio, signaling a more conservative balance sheet compared to CRWD's 0.24x. On the Piotroski fundamental quality scale (0–9), QLYS scores 5/9 vs CRWD's 3/9, reflecting solid financial health.

MetricQLYSQualys, Inc.CRWDCrowdStrike Holdi…
ROE (TTM)Return on equity+35.7%-7.7%
ROA (TTM)Return on assets+18.3%-3.2%
ROICReturn on invested capital+57.8%
ROCEReturn on capital employed+38.7%-2.6%
Piotroski ScoreFundamental quality 0–953
Debt / EquityFinancial leverage0.10x0.24x
Net DebtTotal debt minus cash-$185M-$3.5B
Cash & Equiv.Liquid assets$232M$4.3B
Total DebtShort + long-term debt$47M$789M
Interest CoverageEBIT ÷ Interest expense-7.52x
QLYS leads this category, winning 6 of 7 comparable metrics.

Total Returns (with DRIP)

A $10,000 investment in CRWD five years ago would be worth $16,651 today (with dividends reinvested), compared to $9,270 for QLYS. Over the past 12 months, CRWD leads with a -4.5% total return vs QLYS's -29.7%. The 3-year compound annual growth rate (CAGR) favors CRWD at 45.5% vs QLYS's -7.8% — a key indicator of consistent wealth creation.

MetricQLYSQualys, Inc.CRWDCrowdStrike Holdi…
YTD ReturnYear-to-date-29.4%-18.0%
1-Year ReturnPast 12 months-29.7%-4.5%
3-Year ReturnCumulative with dividends-21.7%+208.2%
5-Year ReturnCumulative with dividends-7.3%+66.5%
10-Year ReturnCumulative with dividends+270.3%+541.3%
CAGR (3Y)Annualised 3-year return-7.8%+45.5%
CRWD leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

QLYS is the less volatile stock with a 0.81 beta — it tends to amplify market swings less than CRWD's 1.49 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CRWD currently trades 65.6% from its 52-week high vs QLYS's 59.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricQLYSQualys, Inc.CRWDCrowdStrike Holdi…
Beta (5Y)Sensitivity to S&P 5000.81x1.49x
52-Week HighHighest price in past year$155.47$566.90
52-Week LowLowest price in past year$85.14$298.00
% of 52W HighCurrent price vs 52-week peak+59.5%+65.6%
RSI (14)Momentum oscillator 0–10028.440.2
Avg Volume (50D)Average daily shares traded453K2.3M
Evenly matched — QLYS and CRWD each lead in 1 of 2 comparable metrics.

Analyst Outlook

Wall Street rates QLYS as "Hold" and CRWD as "Buy". Consensus price targets imply 49.0% upside for QLYS (target: $138) vs 42.9% for CRWD (target: $532).

MetricQLYSQualys, Inc.CRWDCrowdStrike Holdi…
Analyst RatingConsensus buy/hold/sellHoldBuy
Price TargetConsensus 12-month target$137.80$531.69
# AnalystsCovering analysts4863
Dividend YieldAnnual dividend ÷ price
Dividend StreakConsecutive years of raises
Dividend / ShareAnnual DPS
Buyback YieldShare repurchases ÷ mkt cap+4.2%0.0%
Insufficient data to determine a leader in this category.

Historical Charts

Charts are rendered on first load. Hover for details.

Chart 1Total Return — 5 Years (Rebased to 100)

StockMar 20Feb 26Change
Qualys, Inc. (QLYS)100164.57+64.6%
CrowdStrike Holding… (CRWD)100742.18+642.2%

CrowdStrike Holding… (CRWD) returned +67% over 5 years vs Qualys, Inc. (QLYS)'s -7%. A $10,000 investment in CRWD 5 years ago would be worth $16,651 today (including dividends reinvested).

Chart 2Revenue Growth — 10 Years

Stock20162025Change
Qualys, Inc. (QLYS)$198M$608M+207.0%
CrowdStrike Holding… (CRWD)$53M$4.0B+7395.7%

Chart 3Net Margin Trend — 10 Years

Stock20162025Change
Qualys, Inc. (QLYS)9.7%28.6%+194.3%
CrowdStrike Holding… (CRWD)-173.2%-0.5%+99.7%

Chart 4P/E Ratio History — 8 Years

Stock20172024Change
Qualys, Inc. (QLYS)58.830.2-48.6%

Qualys, Inc. has traded in a 30x–78x P/E range over 8 years; current trailing P/E is ~20x.

Chart 5EPS Growth — 10 Years

Stock20162025Change
Qualys, Inc. (QLYS)0.54.65+830.0%
CrowdStrike Holding… (CRWD)-0.53-0.08+85.2%

Chart 6Free Cash Flow — 5 Years

2021
$175M
$293M
2022
$175M
$441M
2023
$236M
$675M
2024
$232M
$929M
2025
$1B
Qualys, Inc. (QLYS)CrowdStrike Holding… (CRWD)

Qualys, Inc. generated $232M FCF in 2024 (+32% vs 2021). CrowdStrike Holdings, Inc. generated $1B FCF in 2025 (+265% vs 2021).

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QLYS vs CRWD: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is QLYS or CRWD a better buy right now?

Qualys, Inc. (QLYS) offers the better valuation at 19.9x trailing P/E (12.5x forward), making it the more compelling value choice. Analysts rate CrowdStrike Holdings, Inc. (CRWD) a "Buy" — based on 63 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — QLYS or CRWD?

On forward P/E, Qualys, Inc. is actually cheaper at 12.5x.

03

Which is the better long-term investment — QLYS or CRWD?

Over the past 5 years, CrowdStrike Holdings, Inc. (CRWD) delivered a total return of +66.5%, compared to -7.3% for Qualys, Inc. (QLYS). A $10,000 investment in CRWD five years ago would be worth approximately $17K today (assuming dividends reinvested). Over 10 years, the gap is even starker: CRWD returned +541.3% versus QLYS's +270.3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — QLYS or CRWD?

By beta (market sensitivity over 5 years), Qualys, Inc. (QLYS) is the lower-risk stock at 0.81β versus CrowdStrike Holdings, Inc.'s 1.49β — meaning CRWD is approximately 82% more volatile than QLYS relative to the S&P 500. On balance sheet safety, Qualys, Inc. (QLYS) carries a lower debt/equity ratio of 10% versus 24% for CrowdStrike Holdings, Inc. — giving it more financial flexibility in a downturn.

05

Which has better profit margins — QLYS or CRWD?

Qualys, Inc. (QLYS) is the more profitable company, earning 28.6% net margin versus -0.5% for CrowdStrike Holdings, Inc. — meaning it keeps 28.6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: QLYS leads at 30.8% versus -3.0% for CRWD. At the gross margin level — before operating expenses — QLYS leads at 81.7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

06

Is QLYS or CRWD more undervalued right now?

On forward earnings alone, Qualys, Inc. (QLYS) trades at 12.5x forward P/E versus 100.2x for CrowdStrike Holdings, Inc. — 87.6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for QLYS: 49.0% to $137.80.

07

Which pays a better dividend — QLYS or CRWD?

None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.

08

Is QLYS or CRWD better for a retirement portfolio?

For long-horizon retirement investors, Qualys, Inc. (QLYS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.81), +270.3% 10Y return). Both have compounded well over 10 years (QLYS: +270.3%, CRWD: +541.3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

09

What are the main differences between QLYS and CRWD?

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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QLYS

Quality Mega-Cap Compounder

  • Sector: Technology
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 17%
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CRWD

High-Growth Disruptor

  • Sector: Technology
  • Market Cap > $100B
  • Revenue Growth > 11%
  • Gross Margin > 44%
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Revenue Growth>
%
(QLYS: 10.4% · CRWD: 22.2%)