Check Point Software Technologies (CHKP) Competitors

Check Point Software Technologies (NASDAQ:CHKP) and CrowdStrike (NASDAQ:CRWD) are both large-cap computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their community ranking, risk, profitability, dividends, institutional ownership, valuation, analyst recommendations, earnings and media sentiment.

Do insiders and institutionals hold more shares of CHKP or CRWD?

98.5% of Check Point Software Technologies shares are owned by institutional investors. Comparatively, 71.2% of CrowdStrike shares are owned by institutional investors. 29.0% of Check Point Software Technologies shares are owned by company insiders. Comparatively, 4.3% of CrowdStrike shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Does the media prefer CHKP or CRWD?

In the previous week, CrowdStrike had 46 more articles in the media than Check Point Software Technologies. MarketBeat recorded 67 mentions for CrowdStrike and 21 mentions for Check Point Software Technologies. CrowdStrike's average media sentiment score of 1.05 beat Check Point Software Technologies' score of 0.81 indicating that CrowdStrike is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Check Point Software Technologies	10 Very Positive mention(s)	3 Positive mention(s)	6 Neutral mention(s)	0 Negative mention(s)	1 Very Negative mention(s)	Positive
CrowdStrike	43 Very Positive mention(s)	6 Positive mention(s)	14 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has preferable valuation and earnings, CHKP or CRWD?

Check Point Software Technologies has higher earnings, but lower revenue than CrowdStrike. CrowdStrike is trading at a lower price-to-earnings ratio than Check Point Software Technologies, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Check Point Software Technologies	$2.57B	9.78	$845.70M	$7.47	30.53
CrowdStrike	$3.95B	23.36	$89.33M	-$0.08	-4,658.00

Which has more volatility & risk, CHKP or CRWD?

Check Point Software Technologies has a beta of 0.62, indicating that its stock price is 38% less volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.19, indicating that its stock price is 19% more volatile than the S&P 500.

Is CHKP or CRWD more profitable?

Check Point Software Technologies has a net margin of 32.97% compared to CrowdStrike's net margin of 3.39%. Check Point Software Technologies' return on equity of 32.40% beat CrowdStrike's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Check Point Software Technologies	32.97%	32.40%	16.26%
CrowdStrike	3.39%	7.11%	2.72%

Does the MarketBeat Community favor CHKP or CRWD?

Check Point Software Technologies received 338 more outperform votes than CrowdStrike when rated by MarketBeat users. However, 70.58% of users gave CrowdStrike an outperform vote while only 64.14% of users gave Check Point Software Technologies an outperform vote.

Company	Underperform	Outperform
Check Point Software Technologies	Outperform Votes 921 64.14%	Underperform Votes 515 35.86%
CrowdStrike	Outperform Votes 583 70.58%	Underperform Votes 243 29.42%

Do analysts rate CHKP or CRWD?

Check Point Software Technologies presently has a consensus target price of $229.86, indicating a potential upside of 0.80%. CrowdStrike has a consensus target price of $399.51, indicating a potential upside of 7.21%. Given CrowdStrike's stronger consensus rating and higher probable upside, analysts clearly believe CrowdStrike is more favorable than Check Point Software Technologies.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Check Point Software Technologies	0 Sell rating(s)	17 Hold rating(s)	9 Buy rating(s)	1 Strong Buy rating(s)	2.41
CrowdStrike	2 Sell rating(s)	11 Hold rating(s)	29 Buy rating(s)	1 Strong Buy rating(s)	2.67

Summary

CrowdStrike beats Check Point Software Technologies on 10 of the 18 factors compared between the two stocks.