COMPARE · Reviewed August 3, 2026
CHKP vs QLYS
Verdict: Side-by-side breakdown using the Bull Rankings model. CHKP scored 76.8, QLYS scored 72.0 — CHKP leads.
Compare another set
Different reporting periods. QLYS's fundamentals are as of March 2026, but CHKP's are as of December 2025 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
CHKP
Check Point Software Technologies Ltd.
76.8
$122.97 · $12.6B
fundamentals as of
Score gap
4.8
CHKP leads
QLYS
Qualys, Inc.
72
$154.89 · $5.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
CHKP
stronger →← stronger
QLYS
89
Qualityreturns · margins · balance sheet
94
68
Growthrevenue & earnings expansion
85
75
Valuevaluation vs sector peers
47
QLYS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CHKP
QLYS
$1.2bC+
FCF
$290mC
+6.3%C+
Rev
+10.2%B
0.72C+
D/E
0.09B+
12.6xA
P/E
27.8xB
1.22B
PEG
5.68D
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CHKP
QLYS
35% below
Price vs fair valuelower is cheaper
26% below
~-5%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-1%/yr
+45%
1-yr DCF upside
+24%
+55%
5-yr DCF upside
+34%
+71%
10-yr DCF upside
+52%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CHKP
Why this score
- Buying back stock
- Durable high returns
QLYS
Why this score
- Buying back stock
- Durable high returns
The companies
CHKPCheck Point Software Technologies Ltd.
Why now
Software - Infrastructure · market cap $12.6b. Down 42% from 52-week high of $210.66 — deep drawdown territory. 31 sell-side analysts rate this a Buy with a mean 1-yr target of $146.65 (implying +19% upside).
Moat
Net margin 39% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 37% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 111% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 42% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
QLYSQualys, Inc.
Why now
Software - Infrastructure · market cap $5.5b. 8% off the 52-week high of $167.86. Revenue growing +10%, comfortably above the S&P median. 18 sell-side analysts rate this a Hold with a mean 1-yr target of $131.13 (implying -15% upside).
Moat
Net margin 29% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 35% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 144% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.