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CLVT vs. RBRK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CLVT vs. RBRK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Clarivate Plc (CLVT) and Rubrik, Inc. (RBRK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CLVT achieves a -27.84% return, which is significantly lower than RBRK's -4.01% return.


CLVT

1D
-3.21%
1M
-13.31%
YTD
-27.84%
6M
-33.43%
1Y
-44.47%
3Y*
-34.30%
5Y*
-40.44%
10Y*

RBRK

1D
-4.66%
1M
27.05%
YTD
-4.01%
6M
-14.91%
1Y
-25.53%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CLVT vs. RBRK - Yearly Performance Comparison


2026 (YTD)20252024
CLVT
Clarivate Plc
-27.84%-34.25%-27.43%
RBRK
Rubrik, Inc.
-4.01%17.01%76.65%

Correlation

The correlation between CLVT and RBRK is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Apr 26, 2024

0.26

Fundamentals

Market Cap

CLVT:

$1.54B

RBRK:

$14.95B

EPS

CLVT:

-$0.21

RBRK:

-$1.45

PS Ratio

CLVT:

0.65

RBRK:

10.22

Total Revenue (TTM)

CLVT:

$2.45B

RBRK:

$1.42B

Gross Profit (TTM)

CLVT:

$1.63B

RBRK:

$1.15B

EBITDA (TTM)

CLVT:

$878.30M

RBRK:

-$275.30M

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Return for Risk

CLVT vs. RBRK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CLVT
CLVT Risk / Return Rank: 1212
Overall Rank
CLVT Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
CLVT Sortino Ratio Rank: 1313
Sortino Ratio Rank
CLVT Omega Ratio Rank: 1414
Omega Ratio Rank
CLVT Calmar Ratio Rank: 1515
Calmar Ratio Rank
CLVT Martin Ratio Rank: 88
Martin Ratio Rank

RBRK
RBRK Risk / Return Rank: 2525
Overall Rank
RBRK Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
RBRK Sortino Ratio Rank: 2626
Sortino Ratio Rank
RBRK Omega Ratio Rank: 2626
Omega Ratio Rank
RBRK Calmar Ratio Rank: 2626
Calmar Ratio Rank
RBRK Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CLVT vs. RBRK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Clarivate Plc (CLVT) and Rubrik, Inc. (RBRK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CLVTRBRKDifference
Sharpe ratioReturn per unit of total volatility

-0.26

Sortino ratioReturn per unit of downside risk

-0.67

Omega ratioGain probability vs. loss probability

0.89

0.97

-0.08

Calmar ratioReturn relative to maximum drawdown

-0.71

-0.46

-0.25

Martin ratioReturn relative to average drawdown

-1.42

-0.84

-0.58

CLVT vs. RBRK - Sharpe Ratio Comparison

The current CLVT Sharpe Ratio is -0.67, which is lower than the RBRK Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of CLVT and RBRK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CLVTRBRKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.67

-0.41

-0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.33

0.60

-0.93

Drawdowns

CLVT vs. RBRK - Drawdown Comparison

The maximum CLVT drawdown since its inception was -94.99%, which is greater than RBRK's maximum drawdown of -56.08%. Use the drawdown chart below to compare losses from any high point for CLVT and RBRK.


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Drawdown Indicators


CLVTRBRKDifference

Max Drawdown

Largest peak-to-trough decline

-94.99%

-56.08%

-38.91%

Max Drawdown (1Y)

Largest decline over 1 year

-62.91%

-55.52%

-7.39%

Max Drawdown (3Y)

Largest decline over 3 years

-83.03%

Max Drawdown (5Y)

Largest decline over 5 years

-94.99%

Current Drawdown

Current decline from peak

-92.81%

-26.40%

-66.41%

Average Drawdown

Average peak-to-trough decline

-49.37%

-18.53%

-30.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

31.26%

30.48%

+0.78%

Volatility

CLVT vs. RBRK - Volatility Comparison

The current volatility for Clarivate Plc (CLVT) is 17.38%, while Rubrik, Inc. (RBRK) has a volatility of 20.50%. This indicates that CLVT experiences smaller price fluctuations and is considered to be less risky than RBRK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CLVTRBRKDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.38%

20.50%

-3.12%

Volatility (6M)

Calculated over the trailing 6-month period

57.96%

49.09%

+8.87%

Volatility (1Y)

Calculated over the trailing 1-year period

67.01%

62.93%

+4.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.58%

64.35%

-8.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.76%

64.35%

-13.59%

Dividends

CLVT vs. RBRK - Dividend Comparison

Neither CLVT nor RBRK has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

CLVT vs. RBRK - Financials Comparison

This section allows you to compare key financial metrics between Clarivate Plc and Rubrik, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


100.00M200.00M300.00M400.00M500.00M600.00M700.00M20222023202420252026
585.50M
387.07M
(CLVT) Total Revenue
(RBRK) Total Revenue
Values in USD except per share items

CLVT vs. RBRK - Profitability Comparison

The chart below illustrates the profitability comparison between Clarivate Plc and Rubrik, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%20222023202420252026
67.2%
80.6%
Portfolio components
CLVT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Clarivate Plc reported a gross profit of 393.40M and revenue of 585.50M. Therefore, the gross margin over that period was 67.2%.

RBRK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rubrik, Inc. reported a gross profit of 311.78M and revenue of 387.07M. Therefore, the gross margin over that period was 80.6%.

CLVT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Clarivate Plc reported an operating income of 30.20M and revenue of 585.50M, resulting in an operating margin of 5.2%.

RBRK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rubrik, Inc. reported an operating income of -52.63M and revenue of 387.07M, resulting in an operating margin of -13.6%.

CLVT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Clarivate Plc reported a net income of -40.20M and revenue of 585.50M, resulting in a net margin of -6.9%.

RBRK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rubrik, Inc. reported a net income of -41.85M and revenue of 387.07M, resulting in a net margin of -10.8%.


Frequently Asked Questions


CLVT and RBRK have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RBRK has higher volatility (20.50%) compared to CLVT (17.38%). In terms of maximum drawdown, CLVT dropped -94.99% vs RBRK's -56.08%.

RBRK currently has the higher Sharpe Ratio (-0.41 vs -0.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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