Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BRZE
HoldHot AirBraze, Inc. · Technology · United States · $3.9B · Avg Vol: $66M/d
COMPANY DESCRIPTION
Braze, Inc. provides a customer engagement platform that enables brands to send personalized and relevant communications across various channels. Its platform offers real-time data ingestion and segmentation capabilities, allowing for highly personalized customer journeys at scale, crucial for user retention. Braze is a leader in customer engagement platforms, empowering global brands to build meaningful relationships through intelligent, data-driven messaging.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 238.0M | 355.4M | 471.8M | 593.4M | 738.2M | 32.7% | 787.1M | 898.7M | 1.0B | 19.2% |
| EPS | -2.20 | -1.47 | -1.32 | -1.02 | -1.22 | — | -1.12 | — | — | — |
| Shares | 93.0M | 96.0M | 100.2M | 104.0M | 112.8M | +21.3% | 112.6M | — | — | — |
| Debt | 0 | 51.3M | 90.6M | 87.4M | 82.7M | 17.2% | 81.5M | — | — | — |
| Equity | 501.6M | 445.3M | 444.2M | 474.9M | 623.8M | 5.6% | — | — | — | — |
| Op CF | -35.4M | -22.3M | 6.8M | 36.7M | 71.4M | 222.9% | 75.4M | — | — | — |
| Inv CF | 18.0M | -398.5M | -20.0M | -36.5M | -50.9M | — | — | — | — | — |
| Fin CF | 467.9M | 11.3M | 13.1M | 11.7M | 23.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of BRZE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BRZE | Braze, Inc.(you) | $3.9B | 37 | Hold |
| LIF | Life360, Inc. | $3.5B | 35 | Hold |
| FSLY | Fastly, Inc. | $3.7B | 46 | Hold |
| KVYO | Klaviyo, Inc. | $6.0B | 31 | Sell |
| BL | BlackLine, Inc. | $1.9B | 38 | Hold |
| NAVN | Navan, Inc. | $7.2B | 40 | Hold |
| OCTV-SDB.ST | Octave Intelligence plc | $5.3B | 46 | Hold |
| CCC | CCC Intelligent Solutions Holdings Inc. | $4.4B | 53 | Hold |
| PCOR | Procore Technologies, Inc. | $9.7B | 34 | Sell |
| PEGA | Pegasystems Inc. | $5.9B | 49 | Hold |
Peer medians: ROE 4.6% · P/E 35.2x · Gross margin 51.1%