COMP <GO>
QLYS vs APPF // OPERATING MARGIN
Qualys Inc. (NASDAQ) VS. AppFolio Inc. (NASDAQ) • 15-METRIC TALLY: QLYS 8
— APPF 4
▲ OPERATING MARGIN LEADER: QLYS
LAST: $207.60 (-7.37%) • MKT CAP: $7.18B
operating-margins
33.20%
LAST: $224.86 (+5.44%) • MKT CAP: $7.97B
operating-margins
16.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (QLYS VS. APPF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | QLYS | APPF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 82.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 27.50% | 20.60% | +6.90 | QLYS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 35.1x | 46.9x | -11.80 | QLYS | /valuation <GO> |
| Free Cash Flow Yield | 3.82% | 3.25% | +0.57 | QLYS | /fcf-yield <GO> |
| Operating Margin ACTIVE | 33.20% | 16.10% | +17.10 | QLYS | /operating-margins <GO> |
| Net Profit Margin | 29.60% | 14.80% | +14.80 | QLYS | /net-margins <GO> |
| Revenue Growth (YoY) | 10.10% | 19.70% | -9.60 | APPF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 10.23 | 26.00 | -15.77 | APPF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | QLYS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.2 | 60.8 | -10.60 | APPF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.35 | 1.23 | +0.12 | QLYS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 37.4x | 43.8x | -6.40 | QLYS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.18B | $7.97B | -$790.7M | APPF | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | QLYS REV | APPF REV | QLYS GROSS % | APPF GROSS % | QLYS FCF | APPF FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $669.1M | $950.8M | 82.8% | — | $304.4M | $238.9M |
| FY 2024 | $607.6M | $794.2M | 81.7% | — | $231.8M | $186.1M |
| FY 2023 | $554.5M | $620.4M | — | — | $219.7M | $32.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
QLYS // BETA 1.35
APPF // BETA 1.23