Check Point vs CrowdStrike
CrowdStrike reported revenue of $4.8 billion in fiscal 2026, 1.8 times Check Point's $2.7 billion in fiscal 2025. Check Point's revenue grew 6.2% in its latest year, and CrowdStrike's grew 21.7%. Check Point had an operating margin of 30.5%, against -6.1% at CrowdStrike. Free cash flow was $1.2 billion at Check Point and $1.3 billion at CrowdStrike. Their fiscal years end in different months (December 31 and January 31), so the periods don't line up exactly.
Side by side
| Check Point | CrowdStrike | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2026, Jan 31, 2026 |
| Revenue | $2.7B | $4.8B |
| Revenue growth | 6.2% | 21.7% |
| Revenue growth a year, last 5 years | 5.7% | 40.6% |
| Gross margin | 86.7% | 74.7% |
| Operating margin | 30.5% | −6.1% |
| Net margin | 38.8% | −3.4% |
| Free cash flow | $1.2B | $1.3B |
| Free cash flow margin | 43.0% | 27.2% |
| Return on capital | — | — |
| Net debt to EBITDA | −2.8x | — |
| Dividends and buybacks | $1.4B | $0M |
| Change in diluted share count | −3.1% | 2.4% |
| Last close | $159.63 | $261.83 |
| P/E at the last close | — | — |
| Insider trades, last 12 months | sold $12.7 million | sold $771.3 million |
| Piotroski F-score | 7 of 9 | 4 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
Check PointCrowdStrike
Operating margin
Percent of revenue
Check PointCrowdStrike
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Check PointCrowdStrike
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Check Point and CrowdStrike pages.