Nutanix (NTNX) vs Rubrik, Inc. (RBRK)
Nutanix and Rubrik, Inc. are both Software Infrastructure companies. Rubrik, Inc. is the larger, with a market value of $23.6B against $18.5B — 1.3× the size. Rubrik, Inc. has negative trailing earnings, so its P/E is not meaningful; Nutanix trades at 12.2×. Rubrik, Inc. grew revenue faster over the last twelve months: 42.5% against 12.4%. Nutanix has the higher net margin (52.8% vs −16.5%) and the higher return on invested capital (0.00% vs 0.00%). Across the 16 metrics below, Nutanix leads on 14 and Rubrik, Inc. on 2.
Valuation
Profitability
| Metric | NTNX | RBRK | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 86.80% | 80.21% | 61.23% |
| Operating margin | 9.60% | (18.31%) | 0.00% |
| Net margin | 52.81% | (16.50%) | 0.00% |
| Free cash flow margin | 29.46% | 18.56% | 1.67% |
| Return on equity | 37,461.61% | 47.83% | 0.59% |
| Return on assets | 36.06% | (9.72%) | 0.00% |
| Return on invested capital | 0.00% | 0.00% | 0.00% |
Growth
Health
Dividend
Size
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