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

Performance

RBRK vs. CDNS - Performance Comparison

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

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Returns By Period

In the year-to-date period, RBRK achieves a -10.84% return, which is significantly lower than CDNS's 23.16% return.


RBRK

1D
-4.56%
1M
6.93%
YTD
-10.84%
6M
-16.36%
1Y
-24.49%
3Y*
5Y*
10Y*

CDNS

1D
0.32%
1M
10.86%
YTD
23.16%
6M
19.10%
1Y
28.32%
3Y*
17.22%
5Y*
24.39%
10Y*
31.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RBRK vs. CDNS - Yearly Performance Comparison


2026 (YTD)20252024
RBRK
Rubrik, Inc.
-10.84%17.01%69.33%
CDNS
Cadence Design Systems, Inc.
23.16%4.03%8.21%

Correlation

The correlation between RBRK and CDNS is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.53

Correlation (All Time)
Calculated using the full available price history since Apr 25, 2024

0.50

The correlation between RBRK and CDNS has been stable across timeframes, ranging from 0.50 to 0.53 - a consistent structural relationship.

Fundamentals

Market Cap

RBRK:

$13.89B

CDNS:

$105.37B

EPS

RBRK:

-$1.45

CDNS:

$4.28

PS Ratio

RBRK:

9.49

CDNS:

19.03

Total Revenue (TTM)

RBRK:

$1.42B

CDNS:

$5.53B

Gross Profit (TTM)

RBRK:

$1.15B

CDNS:

$4.91B

EBITDA (TTM)

RBRK:

-$275.30M

CDNS:

$1.87B

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Return for Risk

RBRK vs. CDNS — Risk / Return Rank

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

RBRK
RBRK Risk / Return Rank: 2828
Overall Rank
RBRK Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
RBRK Sortino Ratio Rank: 2828
Sortino Ratio Rank
RBRK Omega Ratio Rank: 2828
Omega Ratio Rank
RBRK Calmar Ratio Rank: 2929
Calmar Ratio Rank
RBRK Martin Ratio Rank: 2929
Martin Ratio Rank

CDNS
CDNS Risk / Return Rank: 6161
Overall Rank
CDNS Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
CDNS Sortino Ratio Rank: 6161
Sortino Ratio Rank
CDNS Omega Ratio Rank: 6060
Omega Ratio Rank
CDNS Calmar Ratio Rank: 6161
Calmar Ratio Rank
CDNS Martin Ratio Rank: 6161
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.

RBRK vs. CDNS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rubrik, Inc. (RBRK) and Cadence Design Systems, Inc. (CDNS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RBRKCDNSDifference
Sharpe ratioReturn per unit of total volatility

-1.02

Sortino ratioReturn per unit of downside risk

-1.34

Omega ratioGain probability vs. loss probability

0.98

1.15

-0.17

Calmar ratioReturn relative to maximum drawdown

-0.42

0.87

-1.29

Martin ratioReturn relative to average drawdown

-0.76

1.84

-2.61

RBRK vs. CDNS - Sharpe Ratio Comparison

The current RBRK Sharpe Ratio is -0.37, which is lower than the CDNS Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of RBRK and CDNS, 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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Drawdowns

RBRK vs. CDNS - Drawdown Comparison

The maximum RBRK drawdown since its inception was -56.08%, smaller than the maximum CDNS drawdown of -93.13%. Use the drawdown chart below to compare losses from any high point for RBRK and CDNS.


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Drawdown Indicators


RBRKCDNSDifference

Max Drawdown

Largest peak-to-trough decline

-56.08%

-93.13%

+37.05%

Max Drawdown (1Y)

Largest decline over 1 year

-55.52%

-28.85%

-26.67%

Max Drawdown (3Y)

Largest decline over 3 years

-29.05%

Max Drawdown (5Y)

Largest decline over 5 years

-29.59%

Max Drawdown (10Y)

Largest decline over 10 years

-32.12%

Current Drawdown

Current decline from peak

-31.63%

-7.55%

-24.08%

Average Drawdown

Average peak-to-trough decline

-18.89%

-39.62%

+20.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

30.39%

13.63%

+16.76%

Volatility

RBRK vs. CDNS - Volatility Comparison

Rubrik, Inc. (RBRK) has a higher volatility of 20.37% compared to Cadence Design Systems, Inc. (CDNS) at 16.52%. This indicates that RBRK's price experiences larger fluctuations and is considered to be riskier than CDNS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RBRKCDNSDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.37%

16.52%

+3.85%

Volatility (6M)

Calculated over the trailing 6-month period

44.67%

31.73%

+12.94%

Volatility (1Y)

Calculated over the trailing 1-year period

62.64%

38.94%

+23.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

64.17%

36.17%

+28.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

64.17%

34.12%

+30.05%

Dividends

RBRK vs. CDNS - Dividend Comparison

Neither RBRK nor CDNS has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

RBRK vs. CDNS - Financials Comparison

This section allows you to compare key financial metrics between Rubrik, Inc. and Cadence Design Systems, 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


200.00M400.00M600.00M800.00M1.00B1.20B1.40BOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
387.07M
1.47B
(RBRK) Total Revenue
(CDNS) Total Revenue
Values in USD except per share items

RBRK vs. CDNS - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%100.0%October2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
80.6%
95.9%
Portfolio components
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%.

CDNS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Cadence Design Systems, Inc. reported a gross profit of 1.41B and revenue of 1.47B. Therefore, the gross margin over that period was 95.9%.

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%.

CDNS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Cadence Design Systems, Inc. reported an operating income of 431.33M and revenue of 1.47B, resulting in an operating margin of 29.3%.

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%.

CDNS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Cadence Design Systems, Inc. reported a net income of 335.66M and revenue of 1.47B, resulting in a net margin of 22.8%.


Frequently Asked Questions


RBRK and CDNS have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RBRK has higher volatility (20.37%) compared to CDNS (16.52%). In terms of maximum drawdown, RBRK dropped -56.08% vs CDNS's -93.13%.

CDNS currently has the higher Sharpe Ratio (0.65 vs -0.37), 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.

Portfolio Optimizer

Find the right allocation for RBRK and CDNS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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