vs
Side-by-side financial comparison of CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) and Meritage Homes CORP (MTH). 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 $1.4B, roughly 1.4× Meritage Homes CORP). CHECK POINT SOFTWARE TECHNOLOGIES LTD runs the higher net margin — 38.0% vs 17.7%, a 20.3% gap on every dollar of revenue. CHECK POINT SOFTWARE TECHNOLOGIES LTD produced more free cash flow last quarter ($895.5M vs $-225.4M).
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.
Meritage Homes Corporation is a publicly traded American real estate development company that constructs a variety of single-family detached homes across the United States. It is the fifth largest home builder in the United States, based on 2023 home sales. The company also develops active adult communities and luxury real estate in Arizona.
CHKP vs MTH — Head-to-Head
Income Statement — Q3 FY2025 vs Q2 FY2022
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.4B |
| Net Profit | $752.4M | $250.1M |
| Gross Margin | 86.7% | 31.5% |
| Operating Margin | 30.2% | 23.5% |
| Net Margin | 38.0% | 17.7% |
| Revenue YoY | — | 10.5% |
| Net Profit YoY | — | 49.4% |
| EPS (diluted) | $6.81 | $6.77 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
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 | $272.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.1B | $3.4B |
| Total Assets | $5.7B | $5.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q3 25 | $619.9M | — | ||
| Q2 22 | — | $272.1M |
| Q3 25 | $3.1B | — | ||
| Q2 22 | — | $3.4B |
| Q3 25 | $5.7B | — | ||
| Q2 22 | — | $5.3B |
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 | $-219.0M |
| Free Cash FlowOCF − Capex | $895.5M | $-225.4M |
| FCF MarginFCF / Revenue | 45.2% | -16.0% |
| Capex IntensityCapex / Revenue | 1.0% | 0.5% |
| Cash ConversionOCF / Net Profit | 1.22× | -0.88× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q3 25 | $914.9M | — | ||
| Q2 22 | — | $-219.0M |
| Q3 25 | $895.5M | — | ||
| Q2 22 | — | $-225.4M |
| Q3 25 | 45.2% | — | ||
| Q2 22 | — | -16.0% |
| Q3 25 | 1.0% | — | ||
| Q2 22 | — | 0.5% |
| Q3 25 | 1.22× | — | ||
| Q2 22 | — | -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% |
MTH
| Home Building | $1.4B | 100% |
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $9.8M | 1% |
| Financial Service | $5.1M | 0% |
| Land Closing | $3.4M | 0% |
