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MSTR vs. RBRK: Strategy vs. Rubrik Stock Comparison

How do Strategy (MSTR) and Rubrik (RBRK) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Strategy (MSTR) and Rubrik (RBRK) both belong to the Software industry, though MSTR is classified under Application Software while RBRK falls under Systems Software.

Strategy (MSTR) carries decades of public-market history since June 11, 1998, while Rubrik (RBRK) listed on April 25, 2024 — long-window comparisons have far more historical data on the MSTR side.

Company profile comparison for Strategy (MSTR) and Rubrik (RBRK)
Profile ItemMSTRRBRK
NameStrategy Inc.Rubrik Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareSoftware
GICS Sub-IndustryApplication SoftwareSystems Software
Market Capitalization54.57 billion USD21.77 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateJune 11, 1998April 25, 2024
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

MSTR
RBRK
GSPC
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Strategy (MSTR) vs. Rubrik (RBRK), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Strategy (MSTR) and Rubrik (RBRK). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Strategy (MSTR) and Rubrik (RBRK). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Strategy (MSTR) and Rubrik (RBRK)
MetricMSTRRBRK
Total Return (1Y)-48.13%51.14%
Total Return (3Y, Annualized)36.44%--
Total Return (5Y, Annualized)7.87%--

Risk Profile

Drawdown History

MSTR
RBRK
GSPC
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Strategy (MSTR) vs. Rubrik (RBRK), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Strategy (MSTR) and Rubrik (RBRK). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Strategy (MSTR) carries a highly aggressive beta of 3.60, indicating much higher sensitivity to broad-market moves, whereas Rubrik (RBRK) is closer to market-like at 1.23 — a noticeable difference in market-sensitivity profile.

Risk profile metrics for Strategy (MSTR) and Rubrik (RBRK)
MetricMSTRRBRK
Volatility (1Y, Annualized)82.34%67.45%
Beta (5Y)3.601.23
Max Drawdown (5Y)-84.09%-56.08%
Avg. Volume (3M)22.35M3.35M

Risk-Adjusted Performance

Risk-Return Positioning

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MSTR and RBRK are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Strategy (MSTR) and Rubrik (RBRK)
MetricMSTRRBRK
Sharpe Ratio (1Y)-0.640.69
Sortino Ratio (1Y)-0.971.09

Profitability

ROE (TTM)

Rubrik (RBRK) has no ROE value reported for this period; Strategy (MSTR) reports a negative figure of -21.59%, which needs context because negative ROE can reflect losses or negative shareholders’ equity.

MSTR

Software & Services industry group

-21.59%

Max
53.85%
Q3
17.90%
Median
6.59%
Q1
-9.59%
MSTR
-21.59%
Min
-50.52%

RBRK

Software & Services industry group

--

Max
53.85%
Q3
17.90%
Median
6.59%
Q1
-9.59%
Min
-50.52%
RBRK
--
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Strategy (MSTR) vs. Rubrik (RBRK): RBRK does not report ROE, so it has no value marker; MSTR is benchmarked against the Software & Services industry group.

Net Margin (TTM)

Rubrik (RBRK) reports a negative net margin of -16.50%, usually indicating a net loss over the period. Meanwhile Strategy (MSTR) reports 0.00%, ranking against industry peers normally.

MSTR

Software & Services industry group

0.00%

Max
41.17%
Q3
15.28%
Median
4.63%
MSTR
0.00%
Q1
-5.42%
Min
-33.17%

RBRK

Software & Services industry group

-16.50%

Max
41.17%
Q3
15.28%
Median
4.63%
Q1
-5.42%
RBRK
-16.50%
Min
-33.17%
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Strategy (MSTR) vs. Rubrik (RBRK): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Both Strategy (MSTR) at -2.07% and Rubrik (RBRK) at -16.83% report negative operating margin values, usually indicating operating losses over the period.

MSTR

Software & Services industry group

-2.07%

Max
46.89%
Q3
17.64%
Median
8.73%
MSTR
-2.07%
Q1
-2.13%
Min
-30.45%

RBRK

Software & Services industry group

-16.83%

Max
46.89%
Q3
17.64%
Median
8.73%
Q1
-2.13%
RBRK
-16.83%
Min
-30.45%
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Strategy (MSTR) vs. Rubrik (RBRK): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Strategy (MSTR) and Rubrik (RBRK)
MetricMSTRRBRK
ROE (TTM)-21.59%--
ROA (TTM)-4.52%-6.74%
Net Margin (TTM)0.00%-16.50%
Operating Margin (TTM)-2.07%-16.83%
Gross Margin (TTM)67.84%80.21%

Growth

Revenue Growth

Rubrik (RBRK) at 48.46% sits in the top revenue growth quartile, while Strategy (MSTR) at 2.97% is in the bottom quartile, showing a clear gap in revenue momentum.

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Strategy (MSTR) vs. Rubrik (RBRK): A comparison of their Revenue Growth across different time periods.

EPS Growth

Neither Strategy (MSTR) nor Rubrik (RBRK) reports a EPS growth value for this period, so a direct comparison isn't possible.

Growth Metrics

Growth metrics for Strategy (MSTR) and Rubrik (RBRK)
MetricMSTRRBRK
Revenue Growth (YoY)2.97%48.46%
Revenue Growth (3Y CAGR)-1.49%29.95%
EPS Growth (YoY)----
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

Rubrik (RBRK) at 1.64 keeps current ratio within its industry’s typical mid-range, while Strategy (MSTR) at 4.04 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

MSTR

Software & Services industry group

4.04

Max
5.11
MSTR
4.04
Q3
2.77
Median
1.67
Q1
1.01
Min
0.03

RBRK

Software & Services industry group

1.64

Max
5.11
Q3
2.77
Median
1.67
RBRK
1.64
Q1
1.01
Min
0.03
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Strategy (MSTR) vs. Rubrik (RBRK): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: Strategy (MSTR) carries debt-to-equity ratio of 0.10 against its industry range, while Rubrik (RBRK) reports no figure this period.

MSTR

Software & Services industry group

0.10

Max
2.52
Q3
1.13
Median
0.40
MSTR
0.10
Q1
0.07
Min
0.00

RBRK

Software & Services industry group

--

Max
2.52
Q3
1.13
Median
0.40
Q1
0.07
Min
0.00
RBRK
--
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Strategy (MSTR) vs. Rubrik (RBRK): RBRK does not report debt-to-equity ratio, so it has no value marker; MSTR is benchmarked against the Software & Services industry group.

Financial Strength Metrics

Financial strength metrics for Strategy (MSTR) and Rubrik (RBRK)
MetricMSTRRBRK
Current Ratio (MRQ)4.041.64
Debt / Equity (MRQ)0.10--
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Neither Strategy (MSTR) nor Rubrik (RBRK) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

MSTR

Software & Services industry group

0.00%

MSTR
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

RBRK

Software & Services industry group

0.00%

RBRK
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Strategy (MSTR) vs. Rubrik (RBRK): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Neither Strategy (MSTR) nor Rubrik (RBRK) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

MSTR

Software & Services industry group

0.00%

MSTR
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

RBRK

Software & Services industry group

0.00%

RBRK
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Strategy (MSTR) vs. Rubrik (RBRK): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Strategy (MSTR) and Rubrik (RBRK)
MetricMSTRRBRK
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

Neither Strategy (MSTR) nor Rubrik (RBRK) reports a P/E ratio value for this period, so a direct comparison isn’t possible.

MSTR

Software & Services industry group

--

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
MSTR
--

RBRK

Software & Services industry group

--

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
RBRK
--
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Strategy (MSTR) vs. Rubrik (RBRK): Neither stock reports P/E ratio, so the chart shows available benchmark boxes without value markers.

P/S Ratio (TTM)

Both look expensive on sales: Rubrik (RBRK) at 14.11 sits in the upper P/S ratio quartile, and Strategy (MSTR) at 110.23 prices even higher, above its industry range.

MSTR

Software & Services industry group

110.23

MSTR
110.23
Max
17.91
Q3
8.78
Median
4.25
Q1
2.23
Min
0.02

RBRK

Software & Services industry group

14.11

Max
17.91
RBRK
14.11
Q3
8.78
Median
4.25
Q1
2.23
Min
0.02
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Strategy (MSTR) vs. Rubrik (RBRK): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Rubrik (RBRK) reports a negative P/B ratio of -43.88, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Strategy (MSTR) reports 0.98, ranking against industry peers normally.

MSTR

Software & Services industry group

0.98

Max
16.63
Q3
8.50
Median
4.30
Q1
1.92
MSTR
0.98
Min
-3.90

RBRK

Software & Services industry group

-43.88

Max
16.63
Q3
8.50
Median
4.30
Q1
1.92
Min
-3.90
RBRK
-43.88
Loading chart…
Strategy (MSTR) vs. Rubrik (RBRK): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Strategy (MSTR) and Rubrik (RBRK)
MetricMSTRRBRK
P/E Ratio (TTM)----
P/S Ratio (TTM)110.2314.11
P/B Ratio (MRQ)0.98-43.88
Free Cash Flow Yield (TTM)-5.94%2.20%