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Israeli cybersecurity vendor providing network firewalls, cloud security and endpoint threat-prevention software.
Israeli cybersecurity vendor providing network firewalls, cloud security and endpoint threat-prevention software.
Sells firewall appliances with software, then earns annual subscriptions for threat-prevention updates and support, which make up most of revenue and renew year after year. Founded in Israel in 1993, it was one of the earliest firewall vendors.
Moat: narrow (switching costs, installed base, brand). Long-installed firewall infrastructure and unified management console create renewal stickiness.
Headquarters: Tel Aviv, Israel · Founded: 1993 · Employees: 6,825
Size Check Point Software Technologies (CHKP) is a United States Information Technology company (Internet Software/Services) with a market value of $14.7B, the 608th largest of 3,117 United States companies the cockpit tracks. Shares closed at $144.17 on 6 Nov 2026.
Performance Over six months the shares gained 25.4%, against +9.9% for the median peer and -1.1% for the United States market (cap-weighted) — 5th highest of 17 in its peer set.
Growth Revenue grew 2.7% over the last twelve months (peer median +8.5%); the operating margin is 28.3% (peer median 34.4%).
Valuation It trades at 13.4× forward earnings against a peer median of 23.9× (3rd cheapest of 18).
Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -7 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 18.2 points above its cost of capital (6.8% WACC).
Backlog Backlog (remaining performance obligations) was $2.73B at 31 Dec 2025, up 8% on a year earlier — 1.0 years of trailing revenue. Backlog detail →
Short interest Short interest is 5.4% of the free float (15 Oct 2026).
Next results Next results expected around 4 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $2.76B | $2.73B | $2.56B | $2.41B | $2.33B |
| Revenue growth | — | +6% | +6% | +4% | — |
| Gross profit | $2.36B | $2.33B | $2.21B | $2.12B | $2.02B |
| EBITDA | $856M | $924M | $960M | $946M | $920M |
| Net income | $875M | $1.06B | $846M | $840M | $797M |
| Free cash flow | $1.17B | $1.17B | $1.03B | $1.02B | $1.08B |
| Capital expenditure | $34.5M | $26.6M | $24.2M | $18.6M | $22.1M |
| Total debt | $1.98B | $2.01B | $29.8M | $0 | $0 |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Check Point Software Technologies CHKP | $14.7B | +25% | +3% | 28% | 13.4× | -1.7% |
| Palo Alto Networks PANW | $257B | +51% | +24% | 5% | 75.0× | n/a |
| Fortinet FTNT | $87.3B | +4% | +20% | 33% | 31.6× | 22.4% |
| Cisco CSCO | $369B | -3% | +12% | 25% | 18.4× | 15.0% |
| CrowdStrike CRWD | $222B | +64% | +24% | -1% | 153.6× | 52.4% |
| Zscaler ZS | $32.2B | +30% | +25% | -4% | 40.5× | 20.7% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CHKP | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +7.0% | +10.5% | 6th lowest of 18 |
| 6-month return | +25.4% | +9.9% | 5th highest of 17 |
| Distance from 52-week high | -30.2% | -24.5% | 4th lowest of 18 |
| Revenue growth (TTM) | +2.7% | +8.5% | 4th lowest of 18 |
| Operating margin | 28.3% | 34.4% | 8th lowest of 18 |
| Forward P/E | 13.4× | 23.9× | 3rd cheapest of 18 |
| Growth the price implies (Req g, 7 yrs) | -1.7% | 11.6% | 4th least demanding of 16 |
| Growth delivered (Del g) | +5.7% | +12.9% | 4th lowest of 16 |
| Hurdle (Req g minus delivered) | -7.4 pp | -4.0 pp | 6th least demanding of 16 |
| ROIC minus cost of capital | +18.2 pp | +0.5 pp | 3rd highest of 15 |
| EV / EBITDA | 17.0× | 15.0× | 6th most expensive of 13 |
| Net debt / EBITDA | -0.2× | 1.1× | 2nd least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Check Point Software Technologies CHKP | United States | $14.7B | +25% | +3% | 28% | 13.4× | -1.7% | +5.7% |
| Informa INF.L | United Kingdom | $15.3B | +5% | +5% | 19% | 15.5× | 15.4% | +19.5% |
| Gartner IT | United States | $12.0B | +20% | 0% | 19% | 11.8× | -4.0% | +9.6% |
| Wolters Kluwer WKL.AS | Netherlands | $22.0B | +54% | 0% | 26% | 15.9× | -3.0% | +5.9% |
| Mango Excellent Media 300413.SZ | China | $9.77B | +79% | +10% | -3% | 143.0× | 13.1% | -0.3% |
| Info Edge India NAUKRI.NS | India | $8.18B | +21% | +13% | 34% | 59.6× | 51.8% | +23.8% |
| Verisign VRSN | United States | $27.7B | +7% | +6% | 68% | 28.4× | 14.5% | +5.5% |
| Scout24 G24.DE | Germany | $6.99B | +19% | +16% | 49% | 22.3× | 10.3% | +12.9% |
| CAR CAR.AX | Australia | $6.85B | -3% | +6% | 38% | 28.5× | 21.8% | +24.0% |
| Mobility Global MBGL | United States | $5.79B | n/a | +8% | 51% | 13.2× | -6.0% | +8.5% |
| Autotrader AUTO.L | United Kingdom | $5.68B | +12% | +4% | 62% | 14.3× | -0.7% | +18.9% |
| Rightmove RMV.L | United Kingdom | $5.38B | +35% | +7% | 66% | 18.1× | 11.6% | +15.6% |
| Braze BRZE | United States | $5.20B | +111% | +27% | -13% | 57.1× | 27.9% | +37.5% |
| Vend Marketplaces VEND.OL | Norway | $5.11B | -4% | -14% | 29% | 35.2× | 10.7% | -13.2% |
| East Money Information 300059.SZ | China | $44.5B | -8% | +16% | 76% | 19.7× | 15.1% | +18.0% |
| PB Fintech POLICYBZR.NS | India | $4.74B | -43% | +37% | 7% | 41.0× | n/a | n/a |
| AUTO1 AG1.DE | Germany | $4.34B | -14% | +21% | 1% | 29.2× | n/a | n/a |
| SMG Swiss Marketplace SMG.SW | Switzerland | $3.77B | +7% | +13% | 35% | 23.9× | 5.8% | +12.4% |
Check Point Software Technologies reported $2.73B of remaining performance obligations at 31 Dec 2025, up 8% from a year earlier and up 14% from the previous quarter. That is 1.0 years of trailing revenue already under contract.