vs
CHECK POINT SOFTWARE TECHNOLOGIES LTD（CHKP）与Fifth Third Bancorp（FITB）财务数据对比。点击上方公司名可切换其他公司
CHECK POINT SOFTWARE TECHNOLOGIES LTD的季度营收约是Fifth Third Bancorp的1.3倍（$2.0B vs $1.5B），Fifth Third Bancorp净利率更高（47.7% vs 38.0%，领先9.7%），CHECK POINT SOFTWARE TECHNOLOGIES LTD自由现金流更多（$895.5M vs $765.0M）
Check Point软件技术有限公司是以色列知名网络安全企业，业务覆盖全球60余个国家，总部位于以色列特拉维夫，在美国加利福尼亚州红木城设有重要运营据点。公司为全球超过10万家机构提供安全防护，旗下拥有专业安全研究团队，同时是世界经济论坛的合作伙伴。
Fifth Third Bancorp是总部位于美国俄亥俄州辛辛那提的银行控股集团，为美国大型银行之一，位列《财富》美国500强第321位。旗下银行在全美12个州共运营1087家分行及2400台自动柜员机，服务覆盖多区域市场。
CHKP vs FITB — 直观对比
营收规模更大
CHKP
是对方的1.3倍
$1.5B
净利率更高
FITB
高出9.7%
38.0%
自由现金流更多
CHKP
多$130.5M
$765.0M
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.5B |
| 净利润 | $752.4M | $730.0M |
| 毛利率 | 86.7% | — |
| 营业利润率 | 30.2% | 59.7% |
| 净利率 | 38.0% | 47.7% |
| 营收同比 | — | 6.4% |
| 净利润同比 | — | 17.7% |
| 每股收益（稀释后） | $6.81 | $1.03 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CHKPFITB
| Q4 25 | — | $1.5B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B |
净利润CHKPFITB
| Q4 25 | — | $730.0M | ||
| Q3 25 | $752.4M | $649.0M | ||
| Q2 25 | — | $628.0M | ||
| Q1 25 | — | $515.0M | ||
| Q4 24 | — | $620.0M |
毛利率CHKPFITB
| Q4 25 | — | — | ||
| Q3 25 | 86.7% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — |
营业利润率CHKPFITB
| Q4 25 | — | 59.7% | ||
| Q3 25 | 30.2% | 55.1% | ||
| Q2 25 | — | 54.0% | ||
| Q1 25 | — | 45.4% | ||
| Q4 24 | — | 53.3% |
净利率CHKPFITB
| Q4 25 | — | 47.7% | ||
| Q3 25 | 38.0% | 42.7% | ||
| Q2 25 | — | 42.0% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 43.1% |
每股收益（稀释后）CHKPFITB
| Q4 25 | — | $1.03 | ||
| Q3 25 | $6.81 | $0.91 | ||
| Q2 25 | — | $0.88 | ||
| Q1 25 | — | $0.71 | ||
| Q4 24 | — | $0.85 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $619.9M | — |
| 总债务越低越好 | — | $13.6B |
| 股东权益账面价值 | $3.1B | $21.7B |
| 总资产 | $5.7B | $214.4B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资CHKPFITB
| Q4 25 | — | — | ||
| Q3 25 | $619.9M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — |
总债务CHKPFITB
| Q4 25 | — | $13.6B | ||
| Q3 25 | — | $13.7B | ||
| Q2 25 | — | $14.5B | ||
| Q1 25 | — | $14.5B | ||
| Q4 24 | — | $14.3B |
股东权益CHKPFITB
| Q4 25 | — | $21.7B | ||
| Q3 25 | $3.1B | $21.1B | ||
| Q2 25 | — | $21.1B | ||
| Q1 25 | — | $20.4B | ||
| Q4 24 | — | $19.6B |
总资产CHKPFITB
| Q4 25 | — | $214.4B | ||
| Q3 25 | $5.7B | $212.9B | ||
| Q2 25 | — | $210.0B | ||
| Q1 25 | — | $212.7B | ||
| Q4 24 | — | $212.9B |
负债/权益比CHKPFITB
| Q4 25 | — | 0.63× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 0.73× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $914.9M | $929.0M |
| 自由现金流经营现金流 - 资本支出 | $895.5M | $765.0M |
| 自由现金流率自由现金流/营收 | 45.2% | 50.0% |
| 资本支出强度资本支出/营收 | 1.0% | 10.7% |
| 现金转化率经营现金流/净利润 | 1.22× | 1.27× |
| 过去12个月自由现金流最近4个季度 | — | $3.9B |
8季度趋势，按日历期对齐
经营现金流CHKPFITB
| Q4 25 | — | $929.0M | ||
| Q3 25 | $914.9M | $1.0B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $-101.0M |
自由现金流CHKPFITB
| Q4 25 | — | $765.0M | ||
| Q3 25 | $895.5M | $886.0M | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $-246.0M |
自由现金流率CHKPFITB
| Q4 25 | — | 50.0% | ||
| Q3 25 | 45.2% | 58.3% | ||
| Q2 25 | — | 77.8% | ||
| Q1 25 | — | 77.7% | ||
| Q4 24 | — | -17.1% |
资本支出强度CHKPFITB
| Q4 25 | — | 10.7% | ||
| Q3 25 | 1.0% | 10.5% | ||
| Q2 25 | — | 9.6% | ||
| Q1 25 | — | 8.1% | ||
| Q4 24 | — | 10.1% |
现金转化率CHKPFITB
| Q4 25 | — | 1.27× | ||
| Q3 25 | 1.22× | 1.61× | ||
| Q2 25 | — | 2.08× | ||
| Q1 25 | — | 2.39× | ||
| Q4 24 | — | -0.16× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
CHKP
| Security subscriptions | $812.0M | 41% |
| Software updates and maintenance | $712.0M | 36% |
| Products and licenses | $337.3M | 17% |
| Other | $119.2M | 6% |
FITB
暂无分部数据
