Pricing Log in Create free account

CoreWeave Inc. (CRWV) vs Rubrik, Inc. (RBRK)

CoreWeave Inc. and Rubrik, Inc. are both Software Infrastructure companies. CoreWeave Inc. is the larger, with a market value of $27.7B against $23.8B — 1.2× the size. CoreWeave Inc. grew revenue faster over the last twelve months: 115.3% against 42.5%. Rubrik, Inc. has the higher net margin (−16.5% vs −25.4%) and the higher return on invested capital (0.00% vs −0.43%). Across the 16 metrics below, Rubrik, Inc. leads on 11 and CoreWeave Inc. on 5.

Valuation

Metric CRWV RBRK Software Infrastructure median
P/E n/m n/m 26.15
P/S 3.88 15.56 2.87
P/B 5.86 n/m 2.94
Price to free cash flow n/m 83.81 17.26
EV/EBITDA 15.00 n/m 15.00
EV/Sales 7.68 15.16 2.95
Earnings yield (6.83%) (1.08%) 0.00%
Free cash flow yield (46.37%) 1.19% 0.39%

Profitability

Metric CRWV RBRK Software Infrastructure median
Gross margin 67.42% 80.21% 59.21%
Operating margin (3.04%) (18.31%) 0.00%
Net margin (25.42%) (16.50%) 0.00%
Free cash flow margin (179.91%) 18.56% 0.00%
Return on equity (50.22%) 47.83% 0.00%
Return on assets (3.73%) (9.72%) 0.00%
Return on invested capital (0.43%) 0.00% 0.00%

Growth

Metric CRWV RBRK Software Infrastructure median
Revenue growth (TTM) 115.32% 42.45% 13.57%
EPS growth (last fiscal year) 34.65% 76.20% 20.22%
Revenue growth, 5-year CAGR — — 16.02%
Net income growth, 5-year CAGR — — 0.00%

Health

Metric CRWV RBRK Software Infrastructure median
Debt to equity 7.02 (2.27) 0.02
Current ratio 0.46 1.64 1.54
Net debt to EBITDA 6.99 2.75 0.05

Dividend

Metric CRWV RBRK Software Infrastructure median
Dividend yield — — 1.09%
Payout ratio — — 0.30

Size

Metric CRWV RBRK Software Infrastructure median
Market cap 27.66b 23.77b 655.75m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack