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Side-by-side financial comparison of CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) and Fastenal (FAST). Click either name above to swap in a different company.
Fastenal is the larger business by last-quarter revenue ($2.0B vs $2.0B, roughly 1.0× CHECK POINT SOFTWARE TECHNOLOGIES LTD). CHECK POINT SOFTWARE TECHNOLOGIES LTD runs the higher net margin — 38.0% vs 14.5%, a 23.5% gap on every dollar of revenue. CHECK POINT SOFTWARE TECHNOLOGIES LTD produced more free cash flow last quarter ($895.5M vs $308.2M).
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.
Fastenal Company is an American publicly traded company based in Winona, Minnesota, founded in 1967. Fastenal is a major distributor of industrial and construction supplies, and the largest fastener distributor in North America. Fastenal provides supply chain solutions including bin stock, vending machines, inventory management, and logistics services.
CHKP vs FAST — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $2.0B |
| Net Profit | $752.4M | $293.9M |
| Gross Margin | 86.7% | 44.3% |
| Operating Margin | 30.2% | 18.9% |
| Net Margin | 38.0% | 14.5% |
| Revenue YoY | — | 3.5% |
| Net Profit YoY | — | -1.6% |
| EPS (diluted) | $6.81 | $-0.01 |
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.
| Q1 26 | — | $2.0B | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.9B |
| Q1 26 | — | $293.9M | ||
| Q4 25 | — | $293.9M | ||
| Q3 25 | $752.4M | $335.5M | ||
| Q2 25 | — | $330.3M | ||
| Q1 25 | — | $298.7M | ||
| Q4 24 | — | $262.1M | ||
| Q3 24 | — | $298.1M | ||
| Q2 24 | — | $292.7M |
| Q1 26 | — | 44.3% | ||
| Q4 25 | — | 44.3% | ||
| Q3 25 | 86.7% | 45.3% | ||
| Q2 25 | — | 45.3% | ||
| Q1 25 | — | 45.1% | ||
| Q4 24 | — | 44.8% | ||
| Q3 24 | — | 44.9% | ||
| Q2 24 | — | 45.1% |
| Q1 26 | — | 18.9% | ||
| Q4 25 | — | 18.9% | ||
| Q3 25 | 30.2% | 20.7% | ||
| Q2 25 | — | 21.0% | ||
| Q1 25 | — | 20.1% | ||
| Q4 24 | — | 18.9% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 20.2% |
| Q1 26 | — | 14.5% | ||
| Q4 25 | — | 14.5% | ||
| Q3 25 | 38.0% | 15.7% | ||
| Q2 25 | — | 15.9% | ||
| Q1 25 | — | 15.2% | ||
| Q4 24 | — | 14.4% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | — | 15.3% |
| Q1 26 | — | $-0.01 | ||
| Q4 25 | — | $-0.01 | ||
| Q3 25 | $6.81 | $0.29 | ||
| Q2 25 | — | $0.29 | ||
| Q1 25 | — | $0.52 | ||
| Q4 24 | — | $0.45 | ||
| Q3 24 | — | $0.52 | ||
| Q2 24 | — | $0.51 |
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 | $276.8M |
| Total DebtLower is stronger | — | $125.0M |
| Stockholders' EquityBook value | $3.1B | $3.9B |
| Total Assets | $5.7B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.03× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $276.8M | ||
| Q4 25 | — | $276.8M | ||
| Q3 25 | $619.9M | $288.1M | ||
| Q2 25 | — | $237.8M | ||
| Q1 25 | — | $231.8M | ||
| Q4 24 | — | $255.8M | ||
| Q3 24 | — | $292.2M | ||
| Q2 24 | — | $255.5M |
| Q1 26 | — | $125.0M | ||
| Q4 25 | — | $125.0M | ||
| Q3 25 | — | $195.0M | ||
| Q2 25 | — | $230.0M | ||
| Q1 25 | — | $200.0M | ||
| Q4 24 | — | $200.0M | ||
| Q3 24 | — | $240.0M | ||
| Q2 24 | — | $235.0M |
| Q1 26 | — | $3.9B | ||
| Q4 25 | — | $3.9B | ||
| Q3 25 | $3.1B | $3.9B | ||
| Q2 25 | — | $3.8B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | — | $3.6B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B |
| Q1 26 | — | $5.1B | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | $5.7B | $5.1B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $4.9B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | — | $4.6B |
| Q1 26 | — | 0.03× | ||
| Q4 25 | — | 0.03× | ||
| Q3 25 | — | 0.05× | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 0.05× | ||
| Q4 24 | — | 0.06× | ||
| Q3 24 | — | 0.07× | ||
| Q2 24 | — | 0.07× |
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 | $368.2M |
| Free Cash FlowOCF − Capex | $895.5M | $308.2M |
| FCF MarginFCF / Revenue | 45.2% | 15.2% |
| Capex IntensityCapex / Revenue | 1.0% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.22× | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $368.2M | ||
| Q4 25 | — | $368.2M | ||
| Q3 25 | $914.9M | $386.9M | ||
| Q2 25 | — | $278.6M | ||
| Q1 25 | — | $262.2M | ||
| Q4 24 | — | $282.8M | ||
| Q3 24 | — | $296.9M | ||
| Q2 24 | — | $258.0M |
| Q1 26 | — | $308.2M | ||
| Q4 25 | — | $308.2M | ||
| Q3 25 | $895.5M | $326.6M | ||
| Q2 25 | — | $209.3M | ||
| Q1 25 | — | $206.5M | ||
| Q4 24 | — | $222.6M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $201.9M |
| Q1 26 | — | 15.2% | ||
| Q4 25 | — | 15.2% | ||
| Q3 25 | 45.2% | 15.3% | ||
| Q2 25 | — | 10.1% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | — | 12.4% | ||
| Q2 24 | — | 10.5% |
| Q1 26 | — | 3.0% | ||
| Q4 25 | — | 3.0% | ||
| Q3 25 | 1.0% | 2.8% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 2.9% |
| Q1 26 | — | 1.25× | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | 1.22× | 1.15× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.88× | ||
| Q4 24 | — | 1.08× | ||
| Q3 24 | — | 1.00× | ||
| Q2 24 | — | 0.88× |
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% |
FAST
| Reportable Segment Aggregation Before Other Operating Segment | $1.8B | 90% |
| Other | $211.2M | 10% |
