RBRK vs CVLT vs VRNS vs QLYS vs RPD

For growth investors, Rubrik, Inc.

(RBRK) is the stronger pick with 48. 5% revenue growth year-over-year, versus 1. 9% for Rapid7, Inc. (RPD). Qualys, Inc. (QLYS) offers the better valuation at 17. 5x trailing P/E (12. 9x forward), making it the more compelling value choice. Analysts rate Rubrik, Inc. (RBRK) a "Buy" — based on 17 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Qualys, Inc.

(QLYS) is the cheapest at 17. 5x versus Commvault Systems, Inc. at 65. 4x. On forward P/E, Rapid7, Inc. is actually cheaper at 4. 3x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Rubrik, Inc.

(RBRK) delivered a total return of +66. 1%, compared to -91. 1% for Rapid7, Inc. (RPD). Over 10 years, the gap is even starker: VRNS returned +317. 5% versus RPD's -43. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Qualys, Inc.

(QLYS) is the lower-risk stock at 0. 53β versus Rubrik, Inc. 's 1. 67β — meaning RBRK is approximately 216% more volatile than QLYS relative to the S&P 500. On balance sheet safety, Qualys, Inc. (QLYS) carries a lower debt/equity ratio of 17% versus 122% for Commvault Systems, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Rubrik, Inc.

(RBRK) is pulling ahead at 48. 5% versus 1. 9% for Rapid7, Inc. (RPD). On earnings-per-share growth, the picture is similar: Rubrik, Inc. grew EPS 76. 2% year-over-year, compared to -31. 4% for Varonis Systems, Inc.. Over a 3-year CAGR, RBRK leads at 29. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Qualys, Inc.

(QLYS) is the more profitable company, earning 29. 6% net margin versus -26. 5% for Rubrik, Inc. — meaning it keeps 29. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: QLYS leads at 33. 2% versus -26. 2% for RBRK. At the gross margin level — before operating expenses — QLYS leads at 82. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Rapid7, Inc.

(RPD) trades at 4. 3x forward P/E versus 351. 5x for Rubrik, Inc. — 347. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for RPD: 46. 3% to $9. 82.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, Qualys, Inc.

(QLYS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 53), +267. 2% 10Y return). Rubrik, Inc. (RBRK) carries a higher beta of 1. 67 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (QLYS: +267. 2%, RBRK: +66. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: RBRK is a mid-cap high-growth stock; CVLT is a small-cap high-growth stock; VRNS is a small-cap quality compounder stock; QLYS is a small-cap deep-value stock; RPD is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.