Rubrik, Inc. (RBRK) vs Toast, Inc. (TOST)
- Rubrik, Inc. RBRK 112.41 −5.24%
- Toast, Inc. TOST 31.57 −2.02%
Rubrik, Inc. and Toast, Inc. are both Software Infrastructure companies. Rubrik, Inc. is the larger, with a market value of $24.6B against $18.7B — 1.3× the size. Rubrik, Inc. has negative trailing earnings, so its P/E is not meaningful; Toast, Inc. trades at 38.0×. Rubrik, Inc. grew revenue faster over the last twelve months: 42.5% against 23.0%. Toast, Inc. has the higher net margin (7.14% vs −16.5%) and the higher return on invested capital (81.1% vs 0.00%). Across the 17 metrics below, Toast, Inc. leads on 12 and Rubrik, Inc. on 5.
Valuation
Profitability
| Metric | RBRK | TOST | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 80.21% | 26.72% | 61.00% |
| Operating margin | (18.31%) | 6.33% | 0.00% |
| Net margin | (16.50%) | 7.14% | 0.00% |
| Free cash flow margin | 18.56% | 8.47% | 1.67% |
| Return on equity | 47.83% | 25.16% | 0.60% |
| Return on assets | (9.72%) | 16.34% | 0.00% |
| Return on invested capital | 0.00% | 81.14% | 0.00% |
Growth
Health
Dividend
Size
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