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Side-by-side financial comparison of CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) and Dream Finders Homes, Inc. (DFH). Click either name above to swap in a different company.
CHECK POINT SOFTWARE TECHNOLOGIES LTD is the larger business by last-quarter revenue ($2.0B vs $1.2B, roughly 1.6× Dream Finders Homes, Inc.). CHECK POINT SOFTWARE TECHNOLOGIES LTD runs the higher net margin — 38.0% vs 4.8%, a 33.1% gap on every dollar of revenue. CHECK POINT SOFTWARE TECHNOLOGIES LTD produced more free cash flow last quarter ($895.5M vs $136.0M).
Check Point Software Technologies is an Israeli cybersecurity company with operations in over 60 countries. Its headquarters are located in Tel Aviv, Israel, and the company maintains a significant presence in Redwood City, California, United States. The company protects over 100,000 organizations globally and is home to the Check Point Research team. It is a partner organization of the World Economic Forum.
Dream Finders Homes, Inc. is a U.S. homebuilding firm that constructs and sells entry-level to luxury residential properties, including single-family homes and townhomes, across high-growth domestic markets. It also provides mortgage, title insurance and home warranty services for homebuyers.
CHKP vs DFH — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.2B |
| Net Profit | $752.4M | $58.8M |
| Gross Margin | 86.7% | — |
| Operating Margin | 30.2% | 6.4% |
| Net Margin | 38.0% | 4.8% |
| Revenue YoY | — | -22.3% |
| Net Profit YoY | — | -54.9% |
| EPS (diluted) | $6.81 | $0.57 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $1.2B | ||
| Q3 25 | $2.0B | $969.8M | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $989.9M | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $827.8M |
| Q4 25 | — | $58.8M | ||
| Q3 25 | $752.4M | $47.0M | ||
| Q2 25 | — | $56.6M | ||
| Q1 25 | — | $54.9M | ||
| Q4 24 | — | $130.5M | ||
| Q3 24 | — | $70.7M | ||
| Q2 24 | — | $80.9M | ||
| Q1 24 | — | $54.5M |
| Q4 25 | — | — | ||
| Q3 25 | 86.7% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 19.2% | ||
| Q1 24 | — | 18.0% |
| Q4 25 | — | 6.4% | ||
| Q3 25 | 30.2% | 6.3% | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 9.2% | ||
| Q2 24 | — | 10.0% | ||
| Q1 24 | — | 8.6% |
| Q4 25 | — | 4.8% | ||
| Q3 25 | 38.0% | 4.8% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 5.5% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | — | 7.0% | ||
| Q2 24 | — | 7.7% | ||
| Q1 24 | — | 6.6% |
| Q4 25 | — | $0.57 | ||
| Q3 25 | $6.81 | $0.47 | ||
| Q2 25 | — | $0.56 | ||
| Q1 25 | — | $0.54 | ||
| Q4 24 | — | $1.28 | ||
| Q3 24 | — | $0.70 | ||
| Q2 24 | — | $0.81 | ||
| Q1 24 | — | $0.55 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $619.9M | $234.8M |
| Total DebtLower is stronger | — | $1.6B |
| Stockholders' EquityBook value | $3.1B | $1.4B |
| Total Assets | $5.7B | $3.7B |
| Debt / EquityLower = less leverage | — | 1.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $234.8M | ||
| Q3 25 | $619.9M | $251.0M | ||
| Q2 25 | — | $210.3M | ||
| Q1 25 | — | $297.5M | ||
| Q4 24 | — | $274.4M | ||
| Q3 24 | — | $204.9M | ||
| Q2 24 | — | $274.8M | ||
| Q1 24 | — | $239.4M |
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $1.4B | ||
| Q3 25 | $3.1B | $1.4B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $968.7M |
| Q4 25 | — | $3.7B | ||
| Q3 25 | $5.7B | $3.8B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.3B | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $2.7B |
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $914.9M | $143.6M |
| Free Cash FlowOCF − Capex | $895.5M | $136.0M |
| FCF MarginFCF / Revenue | 45.2% | 11.2% |
| Capex IntensityCapex / Revenue | 1.0% | 0.6% |
| Cash ConversionOCF / Net Profit | 1.22× | 2.44× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-126.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $143.6M | ||
| Q3 25 | $914.9M | $-131.0M | ||
| Q2 25 | — | $-68.5M | ||
| Q1 25 | — | $-44.7M | ||
| Q4 24 | — | $306.5M | ||
| Q3 24 | — | $-205.0M | ||
| Q2 24 | — | $-110.6M | ||
| Q1 24 | — | $-247.5M |
| Q4 25 | — | $136.0M | ||
| Q3 25 | $895.5M | $-135.7M | ||
| Q2 25 | — | $-78.8M | ||
| Q1 25 | — | $-47.9M | ||
| Q4 24 | — | $302.6M | ||
| Q3 24 | — | $-222.5M | ||
| Q2 24 | — | $-112.4M | ||
| Q1 24 | — | $-249.6M |
| Q4 25 | — | 11.2% | ||
| Q3 25 | 45.2% | -14.0% | ||
| Q2 25 | — | -6.8% | ||
| Q1 25 | — | -4.8% | ||
| Q4 24 | — | 19.4% | ||
| Q3 24 | — | -22.1% | ||
| Q2 24 | — | -10.6% | ||
| Q1 24 | — | -30.2% |
| Q4 25 | — | 0.6% | ||
| Q3 25 | 1.0% | 0.5% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 0.3% |
| Q4 25 | — | 2.44× | ||
| Q3 25 | 1.22× | -2.79× | ||
| Q2 25 | — | -1.21× | ||
| Q1 25 | — | -0.81× | ||
| Q4 24 | — | 2.35× | ||
| Q3 24 | — | -2.90× | ||
| Q2 24 | — | -1.37× | ||
| Q1 24 | — | -4.54× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CHKP
| Security subscriptions | $812.0M | 41% |
| Software updates and maintenance | $712.0M | 36% |
| Products and licenses | $337.3M | 17% |
| Other | $119.2M | 6% |
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
