Check Point vs Nutanix
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KIRAβs take AI analyst
I put Check Point and Nutanix side by side, using each oneβs latest annual report. Here is what stands out:
- 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%).
- Check Point turned more of its sales into free cash flow (43.0% FCF margin, against 29.5%).
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Check Point
CHKP
2/7
Operating marginFCF margin
Nutanix
NTNX
5/7
Revenue growth5-year growthGross marginNet marginNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | CHKP FY25 | NTNX FY26 |
|---|---|---|
| Size | ||
| Market cap | $17.5B | β |
| 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 | β3.1% | β |
| 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 | β | β |
| Return on equity | 37.3% | β |
| Balance sheet | ||
| Net debt | β$2.4B | β$1.0B |
| Net debt / EBITDA | β2.8x | β2.9x |
| Dividends and buybacks | $1.4B | $484M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 7 | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.