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Added to YB: 2025-06-20

Pitch date: 2025-03-31

CHKP [neutral]

Check Point Software Technologies Ltd.

-15.92%

current return

Author Info

No bio for this author

Company Info

Check Point Software Technologies Ltd. develops, markets, and supports a range of products and services for IT security worldwide.

Market Cap

$19.7B

Pitch Price

$228.51

Price Target

N/A

Dividend

N/A

EV/EBITDA

18.32

P/E

20.12

EV/Sales

6.29

Sector

Software

Category

growth

Show full summary:
Spheria Global Opportunities Fund Portfolio Holding: Check Point Software Technologies Ltd.

CHKP (holding update): Leading cyber security software provider with 30+ years experience, serving 100k+ clients in 88 countries. Founder Gil Shwed owns 23%. Trading at 19x EBIT after re-rating from 14x. 6% revenue growth, strong cash conversion, $1B annual buybacks, net cash balance. Mid-high single digit growth outlook.