Check Point Software Technologies Ltd vs PubMatic Inc — how do they compare? Check Point Software Technologies Ltd trades at $132.94 (market cap $13.97B), while PubMatic Inc trades at $13.52 (market cap $635.81M). The key difference: Check Point Software Technologies Ltd is far larger — about 22× PubMatic Inc's market cap, and PubMatic Inc is trading nearer its 52-week high, Check Point Software Technologies Ltd nearer its low. Which is the better fit depends on your goals.
| CHKP | PUBM | |
|---|---|---|
Market Cap | $13.97B | $635.81M |
Sector | Technology | Technology |
52-Week High | $223.00 | $13.83 |
52-Week Low | $112.47 | $6.28 |
Enterprise Value | $13.17B | $533.31M |
Signals from Pluang's Aura AI — not financial advice
CHKP trades at $134.32, up 1.99% today, with a bearish technical signal despite recent earnings beats. The stock shows strong profitability with a 38.37% net income margin and trades at a P/E of 13.82. Recent news highlights AI security partnerships and upcoming Q2 2026 earnings on July 30, 2026.
Outlook is mixed: analyst consensus targets $148.43 (10.5% upside) with 46% buy ratings, but technicals and insider sales pose risks. Key catalysts include AI integration progress and earnings results, while competition and sector volatility remain headwinds.
PubMatic trades at $13.57, up 0.15% with a bullish technical signal from moving averages. The company reported Q1 2026 earnings that beat expectations despite a net loss, with revenue of $282.93M in 2025 and a gross margin of 63.22%. Recent news highlights partnerships expanding AI-driven ad tech in CTV and international markets, supporting growth initiatives.
Outlook is mixed with strong analyst buy ratings (50%) and a $17.00 consensus target offering 25% upside, but profitability concerns persist with negative net margins and high P/E of 132. Key risks include competitive pressures and reliance on digital ad spending cycles, requiring monitoring of earnings turnaround progress.
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 →PubMatic Inc is engaged in the digital advertising business. The company provides a specialized cloud infrastructure platform that enables real-time programmatic advertising transactions. The platform helps independent app developers and publishers to control and maximize their digital advertising businesses.
Read more on PUBM →