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Check Point Software Technologies Ltd CHKP

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Morningstar’s Analysis

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Check Point Software, Fortinet, and Palo Alto Networks Moat Ratings Upgraded to Wide

Mark Cash Senior Equity Analyst

Analyst Note

| Mark Cash |

We are upgrading our moat ratings for Check Point Software Technologies, Fortinet, and Palo Alto Networks to wide from narrow. For moat trends, we maintained Palo Alto as positive, adjusted Fortinet to positive from stable, and kept Check Point as stable. The wide moat upgrades also drove fair value estimate increases: Check Point's fair value estimate is now $137 from $132, Fortinet's fair value estimate is upped to $285 from $250, and Palo Alto's fair value estimate has increased to $585 from $550. We view shares in steady but lower-growing Check Point as attractive for patient investors. Palo Alto's shares are a bit undervalued, in our view, and we believe the firm will continue to be a leader and share gainer. We think investors should wait for a pullback in Fortinet's shares.

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Company Profile

Business Description

Check Point Software Technologies is a pure-play cybersecurity vendor. The company offers solutions for network, endpoint, cloud, and mobile security in addition to security management. Check Point, a software specialist, sells to enterprises, businesses, and consumers. At the end of 2020, 45% of its revenue was from the Americas, 43% from Europe, and 12% from Asia-Pacific, Middle East, and Africa. The firm, based in Tel Aviv, Israel, was founded in 1993 and has about 5,000 employees.

5 Shlomo Kaplan Street
Tel Aviv, 6789159, Israel
T +972 37534555
Sector Technology
Industry Software - Infrastructure
Most Recent Earnings Sep 30, 2021
Fiscal Year End Dec 31, 2021
Stock Type
Employees 5,198