Check Point Software Technologies (CHKP) vs. Box (BOX) Head to Head Survey
Check Point Software Technologies (NASDAQ: CHKP) and Box (NYSE:BOX) are both mid-cap computer and technology companies, but which is the superior business? We will compare the two companies based on the strength of their profitabiliy, valuation, risk, dividends, earnings, analyst recommendations and institutional ownership.
Insider and Institutional Ownership
72.4% of Check Point Software Technologies shares are owned by institutional investors. Comparatively, 36.5% of Box shares are owned by institutional investors. 29.0% of Check Point Software Technologies shares are owned by company insiders. Comparatively, 22.3% of Box shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.
This is a breakdown of current recommendations for Check Point Software Technologies and Box, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Check Point Software Technologies||0||16||15||0||2.48|
Check Point Software Technologies presently has a consensus target price of $108.36, indicating a potential upside of 1.86%. Box has a consensus target price of $23.00, indicating a potential upside of 16.87%. Given Box’s stronger consensus rating and higher possible upside, analysts clearly believe Box is more favorable than Check Point Software Technologies.
Earnings & Valuation
This table compares Check Point Software Technologies and Box’s top-line revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Check Point Software Technologies||$1.77 billion||9.92||$873.71 million||$4.50||23.64|
|Box||$425.67 million||6.08||-$116.54 million||($1.18)||-16.68|
Check Point Software Technologies has higher revenue and earnings than Box. Box is trading at a lower price-to-earnings ratio than Check Point Software Technologies, indicating that it is currently the more affordable of the two stocks.
Volatility and Risk
Check Point Software Technologies has a beta of 0.73, indicating that its stock price is 27% less volatile than the S&P 500. Comparatively, Box has a beta of 1.24, indicating that its stock price is 24% more volatile than the S&P 500.
This table compares Check Point Software Technologies and Box’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Check Point Software Technologies||42.17%||22.12%||15.03%|
Check Point Software Technologies beats Box on 10 of the 14 factors compared between the two stocks.
About Check Point Software Technologies
Check Point Software Technologies Ltd. (Check point) develops, markets and supports a range of products and services for information technology (IT) security. The Company’s products and services are sold to enterprises, service providers, small and medium sized businesses and consumers. It offers enterprises a platform to deploy independent, modular and interoperable security applications (Software Blades), such as firewall, virtual private network (VPN), intrusion prevention system (IPS), Application Control, Anti-Bot, antivirus, data loss prevention (DLP), policy management, event analysis or multi-domain management. The Company offers Software Blades grouped into functional packages to address specific security issues. It has product offerings under these packages, which include Next Generation Firewall, Next Generation Threat Prevention, Next Generation Secure Web Gateway and Next Generation Data Protection.
Box, Inc. provides an enterprise content management platform that enables organizations of all sizes to manage enterprise content while allowing access and sharing of this content from anywhere, on any device. With the Company’s Software-as-a-Service (SaaS) cloud-based platform, users can collaborate on content both internally and with external parties, automate content-driven business processes, develop custom applications, and implement data protection, security and compliance features to comply with internal policies and industry regulations. Its platform enables people to view, share and collaborate on content, across various file formats and media types. The software integrates with enterprise business applications, and is compatible with various application environments, operating systems and devices, ensuring that workers have access to their business content. It offers individuals a free basic version of the Box platform that allows them to experience its solution.
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