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Founders · tomtunguz.com · Thursday, 13 August 2026

Rubrik’s 46% growth still dwarfed by CrowdStrike’s premium multiple

Rubrik is expanding at 46% YoY, double CrowdStrike’s 23% rate, yet trades at a third of CrowdStrike’s revenue multiple. The gap underscores how investors still crown CrowdStrike as the category leader despite Rubrik’s faster growth. This valuation split signals where capital is still chasing perceived AI‑driven security wins.

Read the source: tomtunguz.com ↗In the 13 August issue →