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Side-by-side financial comparison of QUALYS, INC. (QLYS) and CVR PARTNERS, LP (UAN). Click either name above to swap in a different company.
QUALYS, INC. is the larger business by last-quarter revenue ($175.3M vs $131.1M, roughly 1.3× CVR PARTNERS, LP). QUALYS, INC. runs the higher net margin — 30.3% vs -7.8%, a 38.2% gap on every dollar of revenue. On growth, QUALYS, INC. posted the faster year-over-year revenue change (10.1% vs -6.1%). QUALYS, INC. produced more free cash flow last quarter ($74.9M vs $-45.2M). Over the past eight quarters, QUALYS, INC.'s revenue compounded faster (9.6% CAGR vs 1.3%).
Qualys, Inc. is an American technology firm based in Foster City, California, specializing in cloud security, compliance and related services.
CVR Partners, LP is a leading North American producer of nitrogen-based fertilizer products, primarily urea ammonium nitrate (UAN) and ammonia. It serves agricultural, industrial and commercial markets across the U.S. and Canada, delivering cost-effective, high-quality nutrient solutions for crop production and diverse industrial use cases.
QLYS vs UAN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $175.3M | $131.1M |
| Net Profit | $53.1M | $-10.3M |
| Gross Margin | 83.4% | 4.4% |
| Operating Margin | 33.6% | -2.2% |
| Net Margin | 30.3% | -7.8% |
| Revenue YoY | 10.1% | -6.1% |
| Net Profit YoY | 20.9% | -156.1% |
| EPS (diluted) | $1.47 | $-0.98 |
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.
| Q4 25 | $175.3M | $131.1M | ||
| Q3 25 | $169.9M | $163.5M | ||
| Q2 25 | $164.1M | $168.6M | ||
| Q1 25 | $159.9M | $142.9M | ||
| Q4 24 | $159.2M | $139.6M | ||
| Q3 24 | $153.9M | $125.2M | ||
| Q2 24 | $148.7M | $132.9M | ||
| Q1 24 | $145.8M | $127.7M |
| Q4 25 | $53.1M | $-10.3M | ||
| Q3 25 | $50.3M | $43.1M | ||
| Q2 25 | $47.3M | $38.8M | ||
| Q1 25 | $47.5M | $27.1M | ||
| Q4 24 | $44.0M | $18.3M | ||
| Q3 24 | $46.2M | $3.8M | ||
| Q2 24 | $43.8M | $26.2M | ||
| Q1 24 | $39.7M | $12.6M |
| Q4 25 | 83.4% | 4.4% | ||
| Q3 25 | 83.6% | 37.0% | ||
| Q2 25 | 82.4% | 32.4% | ||
| Q1 25 | 81.9% | 29.7% | ||
| Q4 24 | 81.8% | 23.8% | ||
| Q3 24 | 81.3% | 14.7% | ||
| Q2 24 | 82.2% | 30.0% | ||
| Q1 24 | 81.3% | 21.4% |
| Q4 25 | 33.6% | -2.2% | ||
| Q3 25 | 35.3% | 31.0% | ||
| Q2 25 | 31.3% | 27.5% | ||
| Q1 25 | 32.4% | 24.2% | ||
| Q4 24 | 31.0% | 18.4% | ||
| Q3 24 | 29.2% | 8.8% | ||
| Q2 24 | 32.3% | 25.3% | ||
| Q1 24 | 30.7% | 15.7% |
| Q4 25 | 30.3% | -7.8% | ||
| Q3 25 | 29.6% | 26.3% | ||
| Q2 25 | 28.8% | 23.0% | ||
| Q1 25 | 29.7% | 19.0% | ||
| Q4 24 | 27.6% | 13.1% | ||
| Q3 24 | 30.0% | 3.0% | ||
| Q2 24 | 29.4% | 19.7% | ||
| Q1 24 | 27.2% | 9.9% |
| Q4 25 | $1.47 | $-0.98 | ||
| Q3 25 | $1.39 | $4.08 | ||
| Q2 25 | $1.29 | $3.67 | ||
| Q1 25 | $1.29 | $2.56 | ||
| Q4 24 | $1.19 | $1.73 | ||
| Q3 24 | $1.24 | $0.36 | ||
| Q2 24 | $1.17 | $2.48 | ||
| Q1 24 | $1.05 | $1.19 |
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 | $69.2M |
| Total DebtLower is stronger | — | $569.1M |
| Stockholders' EquityBook value | $561.2M | — |
| Total Assets | $1.1B | $969.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $250.3M | $69.2M | ||
| Q3 25 | $225.3M | $156.2M | ||
| Q2 25 | $194.0M | $114.4M | ||
| Q1 25 | $290.7M | $121.8M | ||
| Q4 24 | $232.2M | $90.9M | ||
| Q3 24 | $235.4M | $110.5M | ||
| Q2 24 | $281.2M | $47.5M | ||
| Q1 24 | $273.8M | $64.6M |
| Q4 25 | — | $569.1M | ||
| Q3 25 | — | $569.1M | ||
| Q2 25 | — | $569.2M | ||
| Q1 25 | — | $569.3M | ||
| Q4 24 | — | $568.0M | ||
| Q3 24 | — | $547.7M | ||
| Q2 24 | — | $547.6M | ||
| Q1 24 | — | $547.4M |
| Q4 25 | $561.2M | — | ||
| Q3 25 | $529.4M | — | ||
| Q2 25 | $508.2M | — | ||
| Q1 25 | $498.0M | — | ||
| Q4 24 | $477.1M | — | ||
| Q3 24 | $449.6M | — | ||
| Q2 24 | $427.8M | — | ||
| Q1 24 | $404.2M | — |
| Q4 25 | $1.1B | $969.5M | ||
| Q3 25 | $1.0B | $1.0B | ||
| Q2 25 | $999.5M | $998.0M | ||
| Q1 25 | $996.5M | $1.0B | ||
| Q4 24 | $973.5M | $1.0B | ||
| Q3 24 | $908.3M | $986.6M | ||
| Q2 24 | $876.6M | $959.4M | ||
| Q1 24 | $861.8M | $972.2M |
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 | $-21.6M |
| Free Cash FlowOCF − Capex | $74.9M | $-45.2M |
| FCF MarginFCF / Revenue | 42.8% | -34.5% |
| Capex IntensityCapex / Revenue | 0.4% | 18.0% |
| Cash ConversionOCF / Net Profit | 1.42× | — |
| TTM Free Cash FlowTrailing 4 quarters | $304.4M | $98.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.7M | $-21.6M | ||
| Q3 25 | $90.4M | $91.7M | ||
| Q2 25 | $33.8M | $24.1M | ||
| Q1 25 | $109.6M | $55.4M | ||
| Q4 24 | $47.7M | $12.8M | ||
| Q3 24 | $61.0M | $86.7M | ||
| Q2 24 | $49.8M | $8.6M | ||
| Q1 24 | $85.5M | $42.4M |
| Q4 25 | $74.9M | $-45.2M | ||
| Q3 25 | $89.5M | $80.1M | ||
| Q2 25 | $32.4M | $18.4M | ||
| Q1 25 | $107.5M | $45.5M | ||
| Q4 24 | $41.9M | $-5.6M | ||
| Q3 24 | $57.6M | $82.3M | ||
| Q2 24 | $48.8M | $2.4M | ||
| Q1 24 | $83.5M | $34.3M |
| Q4 25 | 42.8% | -34.5% | ||
| Q3 25 | 52.7% | 49.0% | ||
| Q2 25 | 19.8% | 10.9% | ||
| Q1 25 | 67.3% | 31.9% | ||
| Q4 24 | 26.3% | -4.0% | ||
| Q3 24 | 37.4% | 65.7% | ||
| Q2 24 | 32.8% | 1.8% | ||
| Q1 24 | 57.2% | 26.9% |
| Q4 25 | 0.4% | 18.0% | ||
| Q3 25 | 0.5% | 7.1% | ||
| Q2 25 | 0.8% | 3.4% | ||
| Q1 25 | 1.3% | 6.9% | ||
| Q4 24 | 3.7% | 13.1% | ||
| Q3 24 | 2.2% | 3.6% | ||
| Q2 24 | 0.7% | 4.6% | ||
| Q1 24 | 1.4% | 6.3% |
| Q4 25 | 1.42× | — | ||
| Q3 25 | 1.80× | 2.13× | ||
| Q2 25 | 0.71× | 0.62× | ||
| Q1 25 | 2.31× | 2.04× | ||
| Q4 24 | 1.09× | 0.70× | ||
| Q3 24 | 1.32× | 22.78× | ||
| Q2 24 | 1.14× | 0.33× | ||
| Q1 24 | 2.15× | 3.37× |
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% |
UAN
| Product UAN | $64.7M | 49% |
| Product Ammonia | $50.5M | 39% |
| Products Other | $8.5M | 7% |
| Product Urea Products | $7.4M | 6% |
