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QTWO Q2 Holdings, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-07-29, not restated
Technology

Scale

Market cap
$4.1bn
Revenue TTM
$846m
Net income TTM
$92m
Free cash flow
$213m
Composite score
51.0
Sector rank
#1209

Valuation

P / E
45.1
EV / EBITDA
30.0
EV / sales
4.8
FCF yield
5.14%
Earnings yield vs 10-yr
-2.51pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
10.9%
EBITDA margin
15.9%
ROE
14.3%
ROIC
15.8%
Revenue growth
13.9%

Insider activity, last 90 days

Net open-market
$-6.89m
Buyers
0
Sellers
3

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The structure and terms of our Helix arrangements with FinTechs vary but typically involve relatively lower contracted minimum revenues and instead emphasize usage-based revenue, with such revenue recognized as it is incurred. We believe we have the opportunity to continue to grow our business and that the investments we are making are positioning us to continue to realize revenue growth and improve our operating efficiencies. We primarily sell our solutions through our direct sales organization. Key Operating Measures In addition to the U.S. …Q2 Holdings, Inc., 10-Q, period ended 2026-06-30, filed 2026-07-29

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