Check Point
CHKP Β· Systems Software
$159.03
οΏ½οΏ½CrowdStrike
CRWD Β· Systems Software
$257.57
8.3%The short version
- CrowdStrike is the larger business, with $4.8B of revenue in fiscal 2026 against $2.7B for Check Point, about 1.8 times as much.
- CrowdStrike grew revenue faster (21.7%, against 6.3%).
- Check Point kept more of each dollar of sales as operating profit (30.5% operating margin, against β6.1% operating margin).
- Check Point turned more of its sales into free cash flow (43.0% FCF margin, against 27.2% FCF margin).
| Latest fiscal year | CHKP Β· FY25 | CRWD Β· FY26 |
|---|---|---|
| Size | ||
| Market cap | $17.5B | $269.0B |
| Revenue | $2.7B | $4.8B |
| Free cash flow | $1.2B | $1.3B |
| Net income | $1.1B | β$163M |
| Growth | ||
| Revenue growth | 6.3% | 21.7% |
| 5-year growth | 5.7% | 40.6% |
| Share count change | β3.1% | 2.4% |
| Profitability | ||
| Gross margin | 86.7% | 74.7% |
| Operating margin | 30.5% | β6.1% |
| Net margin | 38.8% | β3.4% |
| FCF margin | 43.0% | 27.2% |
| Return on capital | β | β |
| Return on equity | 37.3% | β4.2% |
| Balance sheet | ||
| Net debt | β$2.4B | β$4.5B |
| Net debt / EBITDA | β2.8x | β |
| Dividends and buybacks | $1.4B | $0.0M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 7 | 4 |
FY17
CHKP $1.9B
CRWD β
FY18
CHKP $1.9B
CRWD $119M
FY19
CHKP $2.0B
CRWD $250M
FY20
CHKP $2.1B
CRWD $481M
FY21
CHKP $2.2B
CRWD $874M
FY22
CHKP $2.3B
CRWD $1.5B
FY23
CHKP $2.4B
CRWD $2.2B
FY24
CHKP $2.6B
CRWD $3.1B
FY25
CHKP $2.7B
CRWD $4.0B
FY26
CHKP β
CRWD $4.8B
CHKP
CRWD
FY17
CHKP 49.8%
CRWD β
FY18
CHKP 47.7%
CRWD β110.7%
FY19
CHKP 44.2%
CRWD β54.8%
FY20
CHKP 43.8%
CRWD β30.3%
FY21
CHKP 41.9%
CRWD β10.6%
FY22
CHKP 38.0%
CRWD β9.8%
FY23
CHKP 37.2%
CRWD β8.5%
FY24
CHKP 34.2%
CRWD β0.6%
FY25
CHKP 30.5%
CRWD β2.9%
FY26
CHKP β
CRWD β6.1%
CHKP
CRWD
FY17
CHKP $1.1B
CRWD β
FY18
CHKP $1.1B
CRWD β$81.7M
FY19
CHKP $1.1B
CRWD β$58.8M
FY20
CHKP $1.1B
CRWD $19.8M
FY21
CHKP $1.2B
CRWD $304M
FY22
CHKP $1.1B
CRWD $463M
FY23
CHKP $1.0B
CRWD $706M
FY24
CHKP $1.0B
CRWD $990M
FY25
CHKP $1.2B
CRWD $1.1B
FY26
CHKP β
CRWD $1.3B
CHKP
CRWD
FY17
CHKP β
CRWD β
FY18
CHKP β
CRWD β
FY19
CHKP β
CRWD β
FY20
CHKP β
CRWD β
FY21
CHKP β
CRWD β
FY22
CHKP β
CRWD β
FY23
CHKP β
CRWD β
FY24
CHKP β
CRWD β
FY25
CHKP β
CRWD β
FY26
CHKP β
CRWD β
CHKP
CRWD
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.