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CHKP vs CSCO

Check Point Software Technologies Ltd. vs Cisco — AI-powered side-by-side comparison
CHKP
Check Point Software Technologies Ltd.
70
Buy
VS
CSCO
Cisco
71
Buy
MetricCHKPCSCO
AI Score 70 71
Price $127.14 $112.94
P/E Ratio 13.31× 33.24×
ROE 36.7% 26.4%
Revenue Growth YoY
Gross Margin 86.1% 64.5%
Debt / Equity 0.72× 0.59×
Dividend Yield 0.0% 1.5%
RSI (14) 55.0 34.1
Beta 0.491 1.007
Expected Upside +7.1% +16.7%

AI Committee View

Current Innellis committee reasoning for CHKP versus CSCO.
CSCO leads by 1 points.

CSCO scores 71/100 (Buy) versus CHKP at 70/100 (Buy).

CHKP Committee View
75% agreement
4 analysts

The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is price structure making lower highs and lower lows. The committee is constructive but not yet at full conviction.

Bull Case
  • 4 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
Bear Case
  • Price structure making lower highs and lower lows — Technical
CSCO Committee View
75% agreement
4 analysts

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
Want the full breakdown?
Committee votes, technicals, and trade plans for both companies.
CHKP Full Analysis CSCO Full Analysis