Real nice and incisive write-up on Rubrik. Its not the most popular stock, so not much written on it. Always good to find someone analysing this company.
With more than 50% sales growth and Price to sales lower than some other comapnies in Cybersecurity, it kept intriguing me, as to whether or not I should invest.
So I did a detailed research, and captured it on this link.
Have a read and let me know if there is anything that I am missing in your opinion.
Impressive top-line acceleration and margin improvement, but with non-recurring material rights adding ~7 points to revenue growth, how do you see Rubrik sustaining >40% growth once that tailwind fades?
Not sure this is accurate. Rubrik disclosed that the fair value of Predibase at acquisition was $109 million. They also reported $93 million of goodwill recognized from the acquisition, bringing the total to $202 million. Only $15 million was paid in cash, with the remainder settled in shares.
Real nice and incisive write-up on Rubrik. Its not the most popular stock, so not much written on it. Always good to find someone analysing this company.
With more than 50% sales growth and Price to sales lower than some other comapnies in Cybersecurity, it kept intriguing me, as to whether or not I should invest.
So I did a detailed research, and captured it on this link.
Have a read and let me know if there is anything that I am missing in your opinion.
Thanks for the feedback. Please feel free to DM me that link.
Thank you, always!
My pleasure
Impressive top-line acceleration and margin improvement, but with non-recurring material rights adding ~7 points to revenue growth, how do you see Rubrik sustaining >40% growth once that tailwind fades?
I don't see it growing >40%, my forward assumptions for FY27 and beyond lower.
Good analysis! Very surprising to see the 20% drop after raising guidance like that
Thank you. Indeed, the market can behave irrationally.
Not sure this is accurate. Rubrik disclosed that the fair value of Predibase at acquisition was $109 million. They also reported $93 million of goodwill recognized from the acquisition, bringing the total to $202 million. Only $15 million was paid in cash, with the remainder settled in shares.