Check Point
CHKP · Systems Software
$159.03
4.6%Nutanix
NTNX · Systems Software
$70.58
1.5%The short version
- Nutanix is the larger business, with $2.9B of revenue in fiscal 2026 against $2.7B for Check Point.
- Nutanix grew revenue faster (12.4%, against 6.3%).
- Check Point kept more of each dollar of sales as operating profit (30.5% operating margin, against 9.6% operating margin).
- Check Point turned more of its sales into free cash flow (43.0% FCF margin, against 29.5% FCF margin).
| Latest fiscal year | CHKP · FY25 | NTNX · FY26 |
|---|---|---|
| Size | ||
| Market cap | $17.5B | — |
| Revenue | $2.7B | $2.9B |
| Free cash flow | $1.2B | $841M |
| Net income | $1.1B | $1.5B |
| Growth | ||
| Revenue growth | 6.3% | 12.4% |
| 5-year growth | 5.7% | 15.4% |
| Share count change | −3.1% | — |
| Profitability | ||
| Gross margin | 86.7% | 86.8% |
| Operating margin | 30.5% | 9.6% |
| Net margin | 38.8% | 52.8% |
| FCF margin | 43.0% | 29.5% |
| Return on capital | — | — |
| Return on equity | 37.3% | — |
| Balance sheet | ||
| Net debt | −$2.4B | −$1.0B |
| Net debt / EBITDA | −2.8x | −2.9x |
| Dividends and buybacks | $1.4B | $484M |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | 7 | — |
FY17
CHKP $1.9B
NTNX $846M
FY18
CHKP $1.9B
NTNX $1.2B
FY19
CHKP $2.0B
NTNX $1.2B
FY20
CHKP $2.1B
NTNX $1.3B
FY21
CHKP $2.2B
NTNX $1.4B
FY22
CHKP $2.3B
NTNX $1.6B
FY23
CHKP $2.4B
NTNX $1.9B
FY24
CHKP $2.6B
NTNX $2.1B
FY25
CHKP $2.7B
NTNX $2.5B
FY26
CHKP —
NTNX $2.9B
CHKP
NTNX
FY17
CHKP 49.8%
NTNX −41.2%
FY18
CHKP 47.7%
NTNX −24.3%
FY19
CHKP 44.2%
NTNX −48.4%
FY20
CHKP 43.8%
NTNX −63.4%
FY21
CHKP 41.9%
NTNX −47.5%
FY22
CHKP 38.0%
NTNX −29.0%
FY23
CHKP 37.2%
NTNX −11.1%
FY24
CHKP 34.2%
NTNX 0.4%
FY25
CHKP 30.5%
NTNX 6.8%
FY26
CHKP —
NTNX 9.6%
CHKP
NTNX
FY17
CHKP $1.1B
NTNX −$35.4M
FY18
CHKP $1.1B
NTNX $30.2M
FY19
CHKP $1.1B
NTNX −$76.3M
FY20
CHKP $1.1B
NTNX −$249M
FY21
CHKP $1.2B
NTNX −$158M
FY22
CHKP $1.1B
NTNX $18.5M
FY23
CHKP $1.0B
NTNX $207M
FY24
CHKP $1.0B
NTNX $598M
FY25
CHKP $1.2B
NTNX $750M
FY26
CHKP —
NTNX $841M
CHKP
NTNX
FY17
CHKP —
NTNX —
FY18
CHKP —
NTNX —
FY19
CHKP —
NTNX —
FY20
CHKP —
NTNX —
FY21
CHKP —
NTNX —
FY22
CHKP —
NTNX —
FY23
CHKP —
NTNX —
FY24
CHKP —
NTNX —
FY25
CHKP —
NTNX —
FY26
CHKP —
NTNX —
CHKP
NTNX
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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.