Check Point
CHKP Β· Systems Software
$159.03
οΏ½οΏ½Rubrik
RBRK Β· Systems Software
$128.74
6.6%The short version
- Check Point is the larger business, with $2.7B of revenue in fiscal 2025 against $1.3B for Rubrik, about 2.1 times as much.
- Rubrik grew revenue faster (48.5%, against 6.3%).
- Check Point kept more of each dollar of sales as operating profit (30.5% operating margin, against β26.2% operating margin).
- Check Point turned more of its sales into free cash flow (43.0% FCF margin, against 19.2% FCF margin).
| Latest fiscal year | CHKP Β· FY25 | RBRK Β· FY26 |
|---|---|---|
| Size | ||
| Market cap | $17.5B | $26.5B |
| Revenue | $2.7B | $1.3B |
| Free cash flow | $1.2B | $253M |
| Net income | $1.1B | β$349M |
| Growth | ||
| Revenue growth | 6.3% | 48.5% |
| 5-year growth | 5.7% | β |
| Share count change | β3.1% | 27.3% |
| Profitability | ||
| Gross margin | 86.7% | 80.1% |
| Operating margin | 30.5% | β26.2% |
| Net margin | 38.8% | β26.5% |
| FCF margin | 43.0% | 19.2% |
| Return on capital | β | β |
| Return on equity | 37.3% | β |
| Balance sheet | ||
| Net debt | β$2.4B | β$545M |
| Net debt / EBITDA | β2.8x | β |
| Dividends and buybacks | $1.4B | $0.0M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 7 | 5 |
FY17
CHKP $1.9B
RBRK β
FY18
CHKP $1.9B
RBRK β
FY19
CHKP $2.0B
RBRK β
FY20
CHKP $2.1B
RBRK β
FY21
CHKP $2.2B
RBRK β
FY22
CHKP $2.3B
RBRK β
FY23
CHKP $2.4B
RBRK $600M
FY24
CHKP $2.6B
RBRK $628M
FY25
CHKP $2.7B
RBRK $887M
FY26
CHKP β
RBRK $1.3B
CHKP
RBRK
FY17
CHKP 49.8%
RBRK β
FY18
CHKP 47.7%
RBRK β
FY19
CHKP 44.2%
RBRK β
FY20
CHKP 43.8%
RBRK β
FY21
CHKP 41.9%
RBRK β
FY22
CHKP 38.0%
RBRK β
FY23
CHKP 37.2%
RBRK β43.6%
FY24
CHKP 34.2%
RBRK β48.8%
FY25
CHKP 30.5%
RBRK β127.9%
FY26
CHKP β
RBRK β26.2%
CHKP
RBRK
FY17
CHKP $1.1B
RBRK β
FY18
CHKP $1.1B
RBRK β
FY19
CHKP $1.1B
RBRK β
FY20
CHKP $1.1B
RBRK β
FY21
CHKP $1.2B
RBRK β
FY22
CHKP $1.1B
RBRK β
FY23
CHKP $1.0B
RBRK β$5.7M
FY24
CHKP $1.0B
RBRK β$16.9M
FY25
CHKP $1.2B
RBRK $31.3M
FY26
CHKP β
RBRK $253M
CHKP
RBRK
FY17
CHKP β
RBRK β
FY18
CHKP β
RBRK β
FY19
CHKP β
RBRK β
FY20
CHKP β
RBRK β
FY21
CHKP β
RBRK β
FY22
CHKP β
RBRK β
FY23
CHKP β
RBRK β
FY24
CHKP β
RBRK β
FY25
CHKP β
RBRK β
FY26
CHKP β
RBRK β
CHKP
RBRK
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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.