COMP <GO>
DSGX vs QLYS // FORWARD P/E MULTIPLE
Descartes Systems Group Inc. (NASDAQ) VS. Qualys Inc. (NASDAQ) • 15-METRIC TALLY: DSGX 4
— QLYS 8
▲ FORWARD P/E MULTIPLE LEADER: QLYS
LAST: $91.40 (+0.86%) • MKT CAP: $7.82B
forward-pe
40.4x
LAST: $207.60 (-7.37%) • MKT CAP: $7.18B
forward-pe
37.4x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DSGX VS. QLYS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DSGX | QLYS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 77.10% | 82.80% | -5.70 | QLYS | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.00% | 27.50% | -15.50 | QLYS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 35.5x | 35.1x | +0.40 | QLYS | /valuation <GO> |
| Free Cash Flow Yield | 3.31% | 3.82% | -0.51 | QLYS | /fcf-yield <GO> |
| Operating Margin | 28.80% | 33.20% | -4.40 | QLYS | /operating-margins <GO> |
| Net Profit Margin | 22.50% | 29.60% | -7.10 | QLYS | /net-margins <GO> |
| Revenue Growth (YoY) | 16.50% | 10.10% | +6.40 | DSGX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 18.37 | 10.23 | +8.14 | DSGX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.4 | 50.2 | +10.20 | DSGX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.34 | 1.35 | -0.01 | QLYS | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 40.4x | 37.4x | +3.00 | QLYS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.82B | $7.18B | $637.2M | DSGX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DSGX REV | QLYS REV | DSGX GROSS % | QLYS GROSS % | DSGX FCF | QLYS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $729.0M | $669.1M | 77.1% | 82.8% | $260.5M | $304.4M |
| FY 2024 | $651.0M | $607.6M | 75.6% | 81.7% | $212.5M | $231.8M |
| FY 2023 | $400.0M | $554.5M | — | — | $207.7M | $219.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DSGX // BETA 1.34
QLYS // BETA 1.35