Stock analysis · Bull Rankings model

RBRK analysis

Rubrik, Inc.Software - Infrastructure. Scored on the same transparent model behind the daily rankings.

Cybersecurity
RBRK
Rubrik, Inc. · Software - Infrastructure
FCF$294mC
Rev+45.7%A
D/E
P/S10.3xC
PEG
55.1Score
$71.58$14.7B
1Y Target$95.23Analyst consensus · 26 analysts
5Y Target$166.56Compound horizon
10Y Target$422.39Long-dated conviction
FCF$294mTTM
C
FCF $294m — modest; watch for margin expansion
Rev+45.7%TTM YoY
A
Revenue +45.7% — hypergrowth, top decile
D/E
D/E data unavailable — neutral default
P/S10.3x
C
P/S 10.3x — expensive vs Technology peers (≈90th pctile)
PEG
PEG not meaningful — earnings growth negative or data unavailable

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 55.1
Quality0.50
Growth1.00
Value0.33
Why this score
  • Diluting shareholders
  • Short track record
Entry · Margin of safety
52-week rangeMid-range
28% off the 12-month high
vs DCF fair value131% aboveest. fair value ~$31
What the price assumes: free cash flow compounding at ~37% a year for the next decade — vs the ~25% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability41% · A-gross profit ÷ total assets (Novy-Marx)
Why now
Software - Infrastructure · market cap $14.7b. Down 28% from 52-week high of $99.75 — deep drawdown territory. Revenue growing +46% — in hypergrowth territory. 26 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $95.23 (implying +33% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong. Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk
P/S 10.3x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Net margin 4.2% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE -12% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Horizon
1-3 yr $95.23 (26-analyst consensus) — catalyst-driven; binary events dominate. 5 yr $166.56 — requires the platform / technology to reach commercial scale. 10 yr $422.39 — return distribution heavily skewed.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Trend
-2.4 over 31 daily scores
From 57.5 (Jun 22) → 55.1 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
27
Position size
$1,933
3.9% of portfolio
Stop price
$53.69
25% below $71.58
$ at risk if stopped
$483.16
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Rubrik, Inc. (RBRK): score, valuation & FAQ

Rubrik, Inc. (RBRK) is a Software - Infrastructure company that scores 55.1 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are Rev (A). On valuation, RBRK sits about 131% above our discounted-cash-flow fair value — the current price implies roughly 37% annual free-cash-flow growth over the next decade.

Is RBRK a good stock to buy?

Bull Rankings scores RBRK 55.1 out of 100 on its quality-growth model, which is a middling reading. That is driven by Rev (A). A score is a quantitative screen of Rubrik, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does RBRK score 55.1 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). RBRK earns its highest marks on Rev (A). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is RBRK overvalued or undervalued?

Based on $71.58, RBRK sits about 131% above our discounted-cash-flow fair value — the current price implies roughly 37% annual free-cash-flow growth over the next decade. Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in RBRK?

P/S 10.3x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Net margin 4.2% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE -12% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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