Professional
Added to YB: 2026-09-17
Pitch date: 2026-06-30
RBRK [bullish]
Rubrik, Inc.
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; identity recovery and resilience services; and cyber recovery solutions.
Market Cap
$20.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-81.71
P/E
-79.66
EV/Sales
13.08
Sector
Software
Category
growth
Baron Discovery Fund New Portfolio Holding: Rubrik, Inc.
RBRK: Rubrik automates corporate data backup, storage and recovery while improving cyber resilience, serving many Fortune 500 and Global 2000 companies. Shares were purchased in the mid-$50s at about 21x 2027 enterprise value/free cash flow despite free cash flow growing over 40%; feared AI disintermediation and memory-cost pressure have not materialized, and the stock closed the quarter above $80.
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