Added to YB: 2025-12-19
Pitch date: 2025-12-17
RBRK [bullish]
Rubrik, Inc.
+0.53%
current return
Author Info
No bio for this author
Company Info
Rubrik, Inc. provides data security solutions to individuals and businesses worldwide. The company offers enterprise data protection, unstructured data protection, cloud data protection, SaaS data protection solutions, and identity provider services protection; data threat analytics; data security posture; and cyber recovery solutions.
Market Cap
$15.6B
Pitch Price
$75.51
Price Target
293.00 (+286%)
Dividend
N/A
EV/EBITDA
-44.29
P/E
-39.97
EV/Sales
12.67
Sector
Software
Category
growth
Rubrik: Long Growth Runway at a Cheap Price ($RBRK Deep Dive)
RBRK: Next-gen cyber resilience co w/ first-mover advantage in ultra-fast data recovery vs legacy players. 52% growth (8th cons quarter >50%), 81% gross margins, 22% FCF margin, >120% NRR. Only 3-5% customer penetration of $50B TAM. Trading 16x EV/sales vs 20x peers despite superior growth/margins. 200-300% upside potential from growth + multiple expansion.
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