Check Point Software Technologies Ltd. (CHKP) vs SailPoint, Inc. (SAIL)
Check Point Software Technologies Ltd. and SailPoint, Inc. are both Software Infrastructure companies. Check Point Software Technologies Ltd. and SailPoint, Inc. are of similar size ($13.9B and $12.8B). SailPoint, Inc. has negative trailing earnings, so its P/E is not meaningful; Check Point Software Technologies Ltd. trades at 13.3×. SailPoint, Inc. grew revenue faster over the last twelve months: 20.1% against 4.64%. Check Point Software Technologies Ltd. has the higher net margin (37.9% vs −16.9%) and the higher return on invested capital (20.6% vs −2.10%). Across the 19 metrics below, Check Point Software Technologies Ltd. leads on 15 and SailPoint, Inc. on 4.
Valuation
Profitability
| Metric | CHKP | SAIL | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 87.49% | 66.22% | 61.23% |
| Operating margin | 29.02% | (18.92%) | 0.00% |
| Net margin | 37.93% | (16.92%) | 0.00% |
| Free cash flow margin | 39.91% | 13.70% | 1.67% |
| Return on equity | 37.64% | (2.88%) | 0.59% |
| Return on assets | 15.89% | (2.62%) | 0.00% |
| Return on invested capital | 20.61% | (2.10%) | 0.00% |
Growth
Health
Dividend
Size
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