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Side-by-side financial comparison of QUALYS, INC. (QLYS) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $175.3M, roughly 1.3× QUALYS, INC.). QUALYS, INC. runs the higher net margin — 30.3% vs 27.6%, a 2.7% gap on every dollar of revenue. On growth, QUALYS, INC. posted the faster year-over-year revenue change (10.1% vs 9.1%). Over the past eight quarters, QUALYS, INC.'s revenue compounded faster (9.6% CAGR vs 8.7%).
Qualys, Inc. is an American technology firm based in Foster City, California, specializing in cloud security, compliance and related services.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
QLYS vs STAG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $175.3M | $224.2M |
| Net Profit | $53.1M | $62.0M |
| Gross Margin | 83.4% | — |
| Operating Margin | 33.6% | — |
| Net Margin | 30.3% | 27.6% |
| Revenue YoY | 10.1% | 9.1% |
| Net Profit YoY | 20.9% | — |
| EPS (diluted) | $1.47 | $0.32 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $224.2M | ||
| Q4 25 | $175.3M | $220.9M | ||
| Q3 25 | $169.9M | $211.1M | ||
| Q2 25 | $164.1M | $207.6M | ||
| Q1 25 | $159.9M | $205.6M | ||
| Q4 24 | $159.2M | $199.3M | ||
| Q3 24 | $153.9M | $190.7M | ||
| Q2 24 | $148.7M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $53.1M | $83.5M | ||
| Q3 25 | $50.3M | $48.6M | ||
| Q2 25 | $47.3M | $50.0M | ||
| Q1 25 | $47.5M | $91.4M | ||
| Q4 24 | $44.0M | $51.0M | ||
| Q3 24 | $46.2M | $41.9M | ||
| Q2 24 | $43.8M | $59.8M |
| Q1 26 | — | — | ||
| Q4 25 | 83.4% | — | ||
| Q3 25 | 83.6% | — | ||
| Q2 25 | 82.4% | — | ||
| Q1 25 | 81.9% | — | ||
| Q4 24 | 81.8% | — | ||
| Q3 24 | 81.3% | — | ||
| Q2 24 | 82.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 33.6% | — | ||
| Q3 25 | 35.3% | — | ||
| Q2 25 | 31.3% | — | ||
| Q1 25 | 32.4% | — | ||
| Q4 24 | 31.0% | — | ||
| Q3 24 | 29.2% | — | ||
| Q2 24 | 32.3% | — |
| Q1 26 | — | 27.6% | ||
| Q4 25 | 30.3% | 37.8% | ||
| Q3 25 | 29.6% | 23.0% | ||
| Q2 25 | 28.8% | 24.1% | ||
| Q1 25 | 29.7% | 44.5% | ||
| Q4 24 | 27.6% | 25.6% | ||
| Q3 24 | 30.0% | 21.9% | ||
| Q2 24 | 29.4% | 31.5% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $1.47 | — | ||
| Q3 25 | $1.39 | — | ||
| Q2 25 | $1.29 | — | ||
| Q1 25 | $1.29 | — | ||
| Q4 24 | $1.19 | — | ||
| Q3 24 | $1.24 | — | ||
| Q2 24 | $1.17 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $250.3M | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $561.2M | $3.6B |
| Total Assets | $1.1B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $250.3M | $14.9M | ||
| Q3 25 | $225.3M | $17.3M | ||
| Q2 25 | $194.0M | $15.4M | ||
| Q1 25 | $290.7M | $9.3M | ||
| Q4 24 | $232.2M | $36.3M | ||
| Q3 24 | $235.4M | $70.0M | ||
| Q2 24 | $281.2M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $561.2M | $3.6B | ||
| Q3 25 | $529.4M | $3.4B | ||
| Q2 25 | $508.2M | $3.4B | ||
| Q1 25 | $498.0M | $3.5B | ||
| Q4 24 | $477.1M | $3.5B | ||
| Q3 24 | $449.6M | $3.3B | ||
| Q2 24 | $427.8M | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $1.1B | $7.2B | ||
| Q3 25 | $1.0B | $6.9B | ||
| Q2 25 | $999.5M | $6.8B | ||
| Q1 25 | $996.5M | $6.8B | ||
| Q4 24 | $973.5M | $6.8B | ||
| Q3 24 | $908.3M | $6.6B | ||
| Q2 24 | $876.6M | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $75.7M | — |
| Free Cash FlowOCF − Capex | $74.9M | — |
| FCF MarginFCF / Revenue | 42.8% | — |
| Capex IntensityCapex / Revenue | 0.4% | 3.9% |
| Cash ConversionOCF / Net Profit | 1.42× | — |
| TTM Free Cash FlowTrailing 4 quarters | $304.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $75.7M | $104.5M | ||
| Q3 25 | $90.4M | $143.5M | ||
| Q2 25 | $33.8M | $111.9M | ||
| Q1 25 | $109.6M | $103.5M | ||
| Q4 24 | $47.7M | $104.9M | ||
| Q3 24 | $61.0M | $128.0M | ||
| Q2 24 | $49.8M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | $74.9M | $43.8M | ||
| Q3 25 | $89.5M | $95.5M | ||
| Q2 25 | $32.4M | $62.3M | ||
| Q1 25 | $107.5M | $57.2M | ||
| Q4 24 | $41.9M | $37.6M | ||
| Q3 24 | $57.6M | $86.7M | ||
| Q2 24 | $48.8M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | 42.8% | 19.8% | ||
| Q3 25 | 52.7% | 45.2% | ||
| Q2 25 | 19.8% | 30.0% | ||
| Q1 25 | 67.3% | 27.8% | ||
| Q4 24 | 26.3% | 18.8% | ||
| Q3 24 | 37.4% | 45.5% | ||
| Q2 24 | 32.8% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 0.4% | 27.4% | ||
| Q3 25 | 0.5% | 22.7% | ||
| Q2 25 | 0.8% | 23.9% | ||
| Q1 25 | 1.3% | 22.5% | ||
| Q4 24 | 3.7% | 33.8% | ||
| Q3 24 | 2.2% | 21.6% | ||
| Q2 24 | 0.7% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.42× | 1.25× | ||
| Q3 25 | 1.80× | 2.95× | ||
| Q2 25 | 0.71× | 2.24× | ||
| Q1 25 | 2.31× | 1.13× | ||
| Q4 24 | 1.09× | 2.06× | ||
| Q3 24 | 1.32× | 3.06× | ||
| Q2 24 | 1.14× | 2.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
QLYS
| Sales Channel Through Intermediary | $88.6M | 51% |
| Sales Channel Directly To Consumer | $86.7M | 49% |
STAG
Segment breakdown not available.
