Rubrik RBRK

Rubrik trades at 11.4x EV/NTM revenue on a $20.23B enterprise value. Revenue grew 37.9% year over year to $427.3M in the quarter ending July 2026, an annual run rate of $1.71B. Rubrik reports net dollar retention of 119%, a 78.4% gross margin, and 24.4-month CAC payback.

ARR ($M)
1628
Net Dollar Retention
119%
ARR Growth
37.2%
EV / NTM Revenue
11.4x
Payback Period
24.4
EV / Run Rate
11.8x
Price & Key Metrics
Price Performance
Company Details
Share Price: 93.05
Last Filing Date: 2026-07-31
Last Filing: Form
Founding Year: 2014
IPO Year: --
% of 52 wk High: 87%
Description
Rubrik, Inc. is a cloud data management and data security company based in Palo Alto, California. Rubrik Security Cloud is a comprehensive data security platform that delivers complete cyber resilience with both cyber posture and cyber recovery.
Reporting Notes
Categories
Cybersecurity Enterprise Software Cloud-based Software B2B SaaS Infrastructure Software Security Data & Analytics High Growth SaaS Top 10 SaaS
Valuation
Market Cap: 20,843.2
Enterprise Value: 20,228.446
EV / Revenue Run Rate: 11.8x
EV / NTM Revenue: 11.4x
EV / 2026 Revenue Estimates: 12.8x
EV / 2027 Revenue Estimates: 10.3x
EV / 2028 Revenue Estimates: 8.5x
Key Business Metrics
Net Dollar Retention: 119%
Customers: --
ARR: 1,628
ARR Growth %: 37%
ARR/Customer ($K): --
ARR/Employee ($K): 428
Revenue
Revenue Run Rate: 1,709
ARR: 1,628
2026 Revenue Estimates: 1,575
2027 Revenue Estimates: 1,962
2028 Revenue Estimates: 2,392
LTM Revenue: 1,542
Last Year Run Rate: 1,239
Growth
Revenue Growth: 38%
ARR Growth: 37%
Growth Persistence: 74%
2026 Revenue Growth Estimates: 27%
2027 Revenue Growth Estimates: 25%
2028 Revenue Growth Estimates: 22%
High Growth SaaS Matrix
Annual Run Rate ($) Revenue Growth Gross Margin Net Dollar Retention LTM CAC Payback Period (months) Rule of 40 (LTM FCF)
 
12,008.0
 
 
74%
 
 
84%
 
 
129%
 
 
10.23
 
 
92%
 
 
4,485.0
 
 
48%
 

76%
 
 
125%
 
 
14.1
 
 
66%
 

1,709.0
 

37%
 
 
69%
 
 
119%
 
 
24.24
 

56%
 
 
851.0
 
 
33%
 
 
64%
 

114%
 

28.86
 
 
46%
 
 
Rubrik
 
1,709
 
38%
 
78%
 
119%
 
24.41
 
56%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Rubrik growing?

Rubrik grew revenue 37.9% year over year, reaching $427.3M in the quarter ending July 2026.

What multiple does Rubrik trade at?

Rubrik trades at 11.4x EV/NTM revenue and 11.8x EV/run-rate, on an enterprise value of $20.23B.

Is Rubrik profitable?

For Rubrik, operating income was -$71.9M last quarter and LTM free cash flow margin is 18.5%.

What is Rubrik's net dollar retention?

Rubrik reports net dollar retention of 119%, measuring revenue expansion within its existing customer base.

How long does it take Rubrik to pay back CAC?

Rubrik recovers customer acquisition cost in about 24.4 months.

What sector is Rubrik in?

Public Comps classifies Rubrik under Cybersecurity, Enterprise Software, Cloud-based Software, B2B SaaS, Infrastructure Software, Security, Data & Analytics, High Growth SaaS, and Top 10 SaaS.

Where does Public Comps get Rubrik's data?

Figures come from Rubrik's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.