Check Point Software CHKP

Check Point Software trades at 4.8x EV/NTM revenue on a $14.01B enterprise value. Revenue grew 1.3% year over year to $673.6M in the quarter ending June 2026, an annual run rate of $2.69B. Check Point Software reports a 85.2% gross margin and 28.9-month CAC payback.

ARR ($M)
1330
Net Dollar Retention
--
ARR Growth
11.7%
EV / NTM Revenue
4.8x
Payback Period
28.9
EV / Run Rate
5.2x
Price & Key Metrics
Price Performance
Company Details
Share Price: 138.32
Last Filing Date: 2026-06-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 1993
IPO Year: 1996
% of 52 wk High: 67%
Description
Check Point is a provider of software and combined hardware and software products for IT security, including network security, endpoint security, mobile security, data security and security management.
Reporting Notes
Publishes full-time employee count in 20-Fs under Employees. ARR derived from Subscription Revenue * 4 (SR published in 6-K). Customer count is published in 6-Ks under Research and Cyber Security. NDR not reported.
Categories
Cybersecurity Security Infrastructure Software Enterprise Software Mature SaaS
Valuation
Market Cap: 14,316.12
Enterprise Value: 14,011.52
EV / Revenue Run Rate: 5.2x
EV / NTM Revenue: 4.8x
EV / 2026 Revenue Estimates: 5.0x
EV / 2027 Revenue Estimates: 4.7x
EV / 2028 Revenue Estimates: 4.4x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: 1,330
ARR Growth %: 12%
ARR/Customer ($K): --
ARR/Employee ($K): 194
Revenue
Revenue Run Rate: 2,694
ARR: 1,330
2026 Revenue Estimates: 2,821
2027 Revenue Estimates: 2,995
2028 Revenue Estimates: 3,181
LTM Revenue: 2,764
Last Year Run Rate: 2,660
Growth
Revenue Growth: 1%
ARR Growth: 12%
Growth Persistence: 21%
2026 Revenue Growth Estimates: 3%
2027 Revenue Growth Estimates: 6%
2028 Revenue Growth Estimates: 6%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Check Point Software growing?

Check Point Software grew revenue 1.3% year over year, reaching $673.6M in the quarter ending June 2026.

What multiple does Check Point Software trade at?

Check Point Software trades at 4.8x EV/NTM revenue and 5.2x EV/run-rate, on an enterprise value of $14.01B.

Is Check Point Software profitable?

For Check Point Software, operating income was $185.1M last quarter and LTM free cash flow margin is 41.0%.

How long does it take Check Point Software to pay back CAC?

Check Point Software recovers customer acquisition cost in about 28.9 months.

What sector is Check Point Software in?

Public Comps classifies Check Point Software under Cybersecurity, Security, Infrastructure Software, Enterprise Software, and Mature SaaS.

Where does Public Comps get Check Point Software's data?

Figures come from Check Point Software's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.