Silvaco Group (NASDAQ:SVCO) versus Qualys (NASDAQ:QLYS) Head-To-Head Contrast

Qualys (NASDAQ:QLYS) and Silvaco Group (NASDAQ:SVCO) are both technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, institutional ownership, risk, valuation, earnings and dividends.

Valuation and Earnings

This table compares Qualys and Silvaco Group”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Qualys	$702.98 million	9.74	$198.32 million	$5.78	34.23
Silvaco Group	$63.06 million	3.76	-$41.21 million	($0.68)	-10.20

Qualys has higher revenue and earnings than Silvaco Group. Silvaco Group is trading at a lower price-to-earnings ratio than Qualys, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Qualys and Silvaco Group’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Qualys	29.38%	37.52%	19.41%
Silvaco Group	-30.45%	-13.28%	-8.94%

Volatility & Risk

Qualys has a beta of 0.54, meaning that its stock price is 46% less volatile than the S&P 500. Comparatively, Silvaco Group has a beta of 0.65, meaning that its stock price is 35% less volatile than the S&P 500.

Analyst Recommendations

This is a summary of current ratings and price targets for Qualys and Silvaco Group, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Qualys	1	10	4	1	2.31
Silvaco Group	1	0	4	0	2.60

Qualys currently has a consensus price target of $185.87, indicating a potential downside of 6.07%. Silvaco Group has a consensus price target of $13.75, indicating a potential upside of 98.16%. Given Silvaco Group’s stronger consensus rating and higher possible upside, analysts clearly believe Silvaco Group is more favorable than Qualys.

Insider & Institutional Ownership

99.3% of Qualys shares are held by institutional investors. 0.7% of Qualys shares are held by company insiders. Comparatively, 47.9% of Silvaco Group shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Summary

Qualys beats Silvaco Group on 10 of the 14 factors compared between the two stocks.

About Qualys

Qualys, Inc., together with its subsidiaries, provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally. It offers Qualys Cloud Apps, which include Cybersecurity Asset Management and External Attack Surface Management; Vulnerability Management, Detection and Response; Web Application Scanning; Patch Management; Custom Assessment and Remediation; Multi-Vector Endpoint Detection and Response; Context Extended Detection and Response; Policy Compliance; File Integrity Monitoring; and Qualys TotalCloud, as well as Cloud Workload Protection, Cloud Detection and Response, Cloud Security Posture Management, Infrastructure as Code, and Container Security. The company's integrated suite of IT, security, and compliance solutions delivered on its Qualys' Enterprise TruRisk Platform enables customers to identify and manage IT assets; collect and analyze IT security data; discover and prioritize vulnerabilities; quantify cyber risk exposure; recommend and implement remediation actions; and verify the implementation of such actions. It also provides asset tagging and management, reporting and dashboards, questionnaires and collaboration, remediation and workflow, big data correlation and analytics engine, and alerts and notifications that enable clients to detect vulnerabilities, and measure and remediate cyber risk. The company offers its solutions to enterprises, government entities, and small and medium-sized businesses in various industries, including education, financial services, government, healthcare, insurance, manufacturing, media, retail, technology, and utilities through its sales teams, as well as through its network of channel partners, such as security consulting organizations, managed service providers, resellers, cloud providers, and consulting firms. Qualys, Inc. was incorporated in 1999 and is headquartered in Foster City, California.

About Silvaco Group

Silvaco Group Inc. is a provider of TCAD, EDA software and SIP solutions which enable semiconductor design and AI through software and innovation. The company’s solutions are used for process and device development across display, power devices, automotive, memory, high performance compute, photonics, internet of things and 5G/6G mobile markets for complex SoC design. Silvaco Group Inc. is headquartered in Santa Clara, California.