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CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKP)与Snowflake Inc.(SNOW)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Snowflake Inc.的1.6倍($2.0B vs $1.2B)。CHECK POINT SOFTWARE TECHNOLOGIES LTD净利率更高(38.0% vs -24.2%,领先62.2%)。CHECK POINT SOFTWARE TECHNOLOGIES LTD自由现金流更多($895.5M vs $113.6M)
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。
Snowflake Inc.是美国云数据平台服务商,创立于加利福尼亚州圣马特奥,总部位于蒙大拿州博兹曼。旗下平台支持数据分析功能,可实现数据集的低延迟并发访问,服务运行在亚马逊云科技、微软Azure、谷歌云三大公有云平台上。
CHKP vs SNOW — 直观对比
营收规模更大
CHKP
是对方的1.6倍
$1.2B
净利率更高
CHKP
高出62.2%
-24.2%
自由现金流更多
CHKP
多$781.9M
$113.6M
损益表 — Q3 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $1.2B |
| 净利润 | $752.4M | $-294.0M |
| 毛利率 | 86.7% | 67.8% |
| 营业利润率 | 30.2% | -27.2% |
| 净利率 | 38.0% | -24.2% |
| 营收同比 | — | 28.7% |
| 净利润同比 | — | 9.4% |
| 每股收益(稀释后) | $6.81 | $-0.87 |
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
CHKP
SNOW
| Q4 25 | — | $1.2B | ||
| Q3 25 | $2.0B | $1.1B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $986.8M | ||
| Q4 24 | — | $942.1M | ||
| Q3 24 | — | $868.8M | ||
| Q2 24 | — | $828.7M | ||
| Q1 24 | — | $774.7M |
净利润
CHKP
SNOW
| Q4 25 | — | $-294.0M | ||
| Q3 25 | $752.4M | $-298.0M | ||
| Q2 25 | — | $-430.1M | ||
| Q1 25 | — | $-327.5M | ||
| Q4 24 | — | $-324.3M | ||
| Q3 24 | — | $-316.9M | ||
| Q2 24 | — | $-317.0M | ||
| Q1 24 | — | $-169.4M |
毛利率
CHKP
SNOW
| Q4 25 | — | 67.8% | ||
| Q3 25 | 86.7% | 67.5% | ||
| Q2 25 | — | 66.5% | ||
| Q1 25 | — | 66.2% | ||
| Q4 24 | — | 65.9% | ||
| Q3 24 | — | 66.8% | ||
| Q2 24 | — | 67.1% | ||
| Q1 24 | — | 68.8% |
营业利润率
CHKP
SNOW
| Q4 25 | — | -27.2% | ||
| Q3 25 | 30.2% | -29.7% | ||
| Q2 25 | — | -42.9% | ||
| Q1 25 | — | -39.2% | ||
| Q4 24 | — | -38.8% | ||
| Q3 24 | — | -40.9% | ||
| Q2 24 | — | -42.1% | ||
| Q1 24 | — | -35.6% |
净利率
CHKP
SNOW
| Q4 25 | — | -24.2% | ||
| Q3 25 | 38.0% | -26.0% | ||
| Q2 25 | — | -41.3% | ||
| Q1 25 | — | -33.2% | ||
| Q4 24 | — | -34.4% | ||
| Q3 24 | — | -36.5% | ||
| Q2 24 | — | -38.3% | ||
| Q1 24 | — | -21.9% |
每股收益(稀释后)
CHKP
SNOW
| Q4 25 | — | $-0.87 | ||
| Q3 25 | $6.81 | $-0.89 | ||
| Q2 25 | — | $-1.29 | ||
| Q1 25 | — | $-0.98 | ||
| Q4 24 | — | $-0.98 | ||
| Q3 24 | — | $-0.95 | ||
| Q2 24 | — | $-0.95 | ||
| Q1 24 | — | $-0.51 |
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 | $1.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $2.1B |
| 总资产 | $5.7B | $8.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
CHKP
SNOW
| Q4 25 | — | $1.9B | ||
| Q3 25 | $619.9M | $1.9B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $1.8B |
股东权益
CHKP
SNOW
| Q4 25 | — | $2.1B | ||
| Q3 25 | $3.1B | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $4.1B | ||
| Q2 24 | — | $4.6B | ||
| Q1 24 | — | $5.2B |
总资产
CHKP
SNOW
| Q4 25 | — | $8.2B | ||
| Q3 25 | $5.7B | $8.2B | ||
| Q2 25 | — | $8.2B | ||
| Q1 25 | — | $9.0B | ||
| Q4 24 | — | $8.2B | ||
| Q3 24 | — | $6.9B | ||
| Q2 24 | — | $7.3B | ||
| Q1 24 | — | $8.2B |
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 | $137.5M |
| 自由现金流经营现金流 - 资本支出 | $895.5M | $113.6M |
| 自由现金流率自由现金流/营收 | 45.2% | 9.4% |
| 资本支出强度资本支出/营收 | 1.0% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.22× | — |
| 过去12个月自由现金流最近4个季度 | — | $776.7M |
8季度趋势,按日历期对齐
经营现金流
CHKP
SNOW
| Q4 25 | — | $137.5M | ||
| Q3 25 | $914.9M | $74.9M | ||
| Q2 25 | — | $228.4M | ||
| Q1 25 | — | $432.7M | ||
| Q4 24 | — | $101.7M | ||
| Q3 24 | — | $69.9M | ||
| Q2 24 | — | $355.5M | ||
| Q1 24 | — | $344.6M |
自由现金流
CHKP
SNOW
| Q4 25 | — | $113.6M | ||
| Q3 25 | $895.5M | $58.2M | ||
| Q2 25 | — | $183.4M | ||
| Q1 25 | — | $421.4M | ||
| Q4 24 | — | $88.3M | ||
| Q3 24 | — | $64.8M | ||
| Q2 24 | — | $338.9M | ||
| Q1 24 | — | $331.5M |
自由现金流率
CHKP
SNOW
| Q4 25 | — | 9.4% | ||
| Q3 25 | 45.2% | 5.1% | ||
| Q2 25 | — | 17.6% | ||
| Q1 25 | — | 42.7% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 40.9% | ||
| Q1 24 | — | 42.8% |
资本支出强度
CHKP
SNOW
| Q4 25 | — | 2.0% | ||
| Q3 25 | 1.0% | 1.5% | ||
| Q2 25 | — | 4.3% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 1.7% |
现金转化率
CHKP
SNOW
| Q4 25 | — | — | ||
| Q3 25 | 1.22× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
SNOW
| Products | $1.2B | 96% |
| Professional Services And Other | $54.5M | 4% |
| Related Party | $6.7M | 1% |