RBRK vs. AVGO

Last updated Apr 2, 2026

Compare and contrast key facts about Rubrik, Inc. (RBRK) and Broadcom Inc. (AVGO).

Performance

RBRK vs. AVGO - Performance Comparison

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

RBRK vs. AVGO - Yearly Performance Comparison

	2026 (YTD)	2025	2024
RBRK Rubrik, Inc.	-36.47%	17.01%	76.65%
AVGO Broadcom Inc.	-9.23%	50.63%	80.75%

Fundamentals

Market Cap RBRK : $9.55B AVGO : $1.53T
EPS RBRK : -$1.79 AVGO : $5.13
PS Ratio RBRK : 7.21 AVGO : 22.34
Total Revenue (TTM) RBRK : $1.32B AVGO : $68.28B
Gross Profit (TTM) RBRK : $1.05B AVGO : $46.31B
EBITDA (TTM) RBRK : -$267.24M AVGO : $36.65B

Returns By Period

In the year-to-date period, RBRK achieves a -36.47% return, which is significantly lower than AVGO's -9.23% return.

RBRK

• 1D: -0.78%
• 1M: -9.50%
• YTD: -36.47%
• 6M: -41.05%
• 1Y: -19.65%
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVGO

• 1D: 1.29%
• 1M: -1.47%
• YTD: -9.23%
• 6M: -5.59%
• 1Y: 87.53%
• 3Y*: 71.96%
• 5Y*: 48.74%
• 10Y*: 38.30%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

RBRK vs. AVGO — Risk / Return Rank

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

RBRK

RBRK Risk / Return Rank: 27
RBRK Sharpe Ratio Rank: 26
RBRK Sortino Ratio Rank: 27
RBRK Omega Ratio Rank: 27
RBRK Calmar Ratio Rank: 29
RBRK Martin Ratio Rank: 28

AVGO

AVGO Risk / Return Rank: 86
AVGO Sharpe Ratio Rank: 88
AVGO Sortino Ratio Rank: 86
AVGO Omega Ratio Rank: 84
AVGO Calmar Ratio Rank: 86
AVGO Martin Ratio Rank: 84

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.

RBRK vs. AVGO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rubrik, Inc. (RBRK) and Broadcom Inc. (AVGO). 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.

	RBRK	AVGO	Difference
Sharpe ratio Return per unit of total volatility	-0.32	1.82	-2.15
Sortino ratio Return per unit of downside risk	-0.08	2.55	-2.62
Omega ratio Gain probability vs. loss probability	0.99	1.33	-0.34
Calmar ratio Return relative to maximum drawdown	-0.37	3.10	-3.47
Martin ratio Return relative to average drawdown	-0.78	7.61	-8.39
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RBRK vs. AVGO - Sharpe Ratio Comparison

The current RBRK Sharpe Ratio is -0.32, which is lower than the AVGO Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of RBRK and AVGO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	RBRK	AVGO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.32	1.82	-2.15
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.16	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.99	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.24	1.06	-0.82

Correlation

The correlation between RBRK and AVGO is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

RBRK vs. AVGO - Dividend Comparison

RBRK has not paid dividends to shareholders, while AVGO's dividend yield for the trailing twelve months is around 0.79%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RBRK Rubrik, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AVGO Broadcom Inc.	0.79%	0.70%	0.94%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%

Drawdowns

RBRK vs. AVGO - Drawdown Comparison

The maximum RBRK drawdown since its inception was -54.30%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for RBRK and AVGO.

Drawdown Indicators

	RBRK	AVGO	Difference
Max Drawdown Largest peak-to-trough decline	-54.30%	-48.30%	-6.00%
Max Drawdown (1Y) Largest decline over 1 year	-54.30%	-28.67%	-25.63%
Max Drawdown (5Y) Largest decline over 5 years	—	-41.15%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-48.30%	—
Current Drawdown Current decline from peak	-51.28%	-23.78%	-27.50%
Average Drawdown Average peak-to-trough decline	-16.55%	-8.00%	-8.55%
Ulcer Index Depth and duration of drawdowns from previous peaks	25.95%	11.66%	+14.29%

Volatility

RBRK vs. AVGO - Volatility Comparison

Rubrik, Inc. (RBRK) has a higher volatility of 14.97% compared to Broadcom Inc. (AVGO) at 12.62%. This indicates that RBRK's price experiences larger fluctuations and is considered to be riskier than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RBRK	AVGO	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.97%	12.62%	+2.35%
Volatility (6M) Calculated over the trailing 6-month period	42.35%	32.50%	+9.85%
Volatility (1Y) Calculated over the trailing 1-year period	61.30%	48.25%	+13.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	63.57%	42.33%	+21.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	63.57%	38.90%	+24.67%

Financials

RBRK vs. AVGO - Profitability Comparison

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

RBRK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Rubrik, Inc. reported a gross profit of 305.59M and revenue of 377.68M. Therefore, the gross margin over that period was 80.9%.

AVGO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Broadcom Inc. reported a gross profit of 13.16B and revenue of 19.31B. Therefore, the gross margin over that period was 68.1%.

RBRK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Rubrik, Inc. reported an operating income of -82.38M and revenue of 377.68M, resulting in an operating margin of -21.8%.

AVGO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Broadcom Inc. reported an operating income of 8.56B and revenue of 19.31B, resulting in an operating margin of 44.3%.

RBRK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Rubrik, Inc. reported a net income of -86.97M and revenue of 377.68M, resulting in a net margin of -23.0%.

AVGO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Broadcom Inc. reported a net income of 7.35B and revenue of 19.31B, resulting in a net margin of 38.1%.