Check Point Software Technologies Ltd vs KLA Corp. — how do they compare? Check Point Software Technologies Ltd trades at $128.43 (market cap $13.18B), while KLA Corp. trades at $208.72 (market cap $261.92B). The key difference: KLA Corp. is far larger — about 19.9× Check Point Software Technologies Ltd's market cap, and KLA Corp. pays a 0.46% dividend while Check Point Software Technologies Ltd pays none. Which is the better fit depends on your goals.
| CHKP | KLAC | |
|---|---|---|
Market Cap | $13.18B | $261.92B |
Sector | Technology | Technology |
52-Week High | $206.91 | $301.71 |
52-Week Low | $112.47 | $84.39 |
Enterprise Value | $12.88B | $263.17B |
Dividend Yield | — | 0.46% |
Signals from Pluang's Aura AI — not financial advice
Check Point Software (CHKP) trades at $127.61, down 2.69% amid bearish technical signals, though it maintains strong fundamentals with a 37.93% net margin and consistent earnings beats. The company shows robust profitability with 86.12% gross margins and positive cash flow generation of $1.29B in 2025. Recent news highlights AI security growth potential and insider selling activity.
The stock presents a value opportunity with a 13.24 P/E ratio below industry averages, supported by analyst consensus target of $146.92 representing 15% upside. Key risks include competitive pressures in cybersecurity and margin compression trends. Institutional sentiment remains mixed with 41% buy ratings versus 51% hold recommendations.
KLA Corporation (KLAC) trades at $192.74, down 2.71% on the day, amid a broader semiconductor sector pullback. The stock shows strong fundamentals with revenue growth to $12.16B in 2025 and net income of $4.06B, though valuation ratios remain elevated with a P/E of 54.77. Recent corporate actions include a 1:10 stock split and dividend declarations, while technical indicators signal near-term bearish pressure with key support at $189.
KLAC presents a compelling long-term investment case driven by AI-driven semiconductor equipment demand and consistent earnings beats, but faces risks from high valuation and sector volatility. Analyst consensus remains bullish with a $246.93 price target implying 28% upside, though investors should monitor execution against growth expectations and competitive dynamics in the semiconductor equipment space.
Trailing returns across standard periods
Latest headlines on both assets
Check Point is a global leader in cybersecurity solutions. It provides comprehensive protection against advanced cyber threats for corporate networks, cloud environments, mobile devices, and critical infrastructure.
Read more on CHKP →KLA designs and manufactures yield-management and process-monitoring diagnostic and control systems for the semiconductor manufacturing industry. The systems are used to analyze the manufacturing process at various steps in a semiconductor's development. The firm's laser-scanning products are used for wafer qualification, process monitoring, and equipment monitoring. KLA also provides inspection tools and systems for optical metrology and e-beam metrology.
Read more on KLAC →