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Company Analysis

Braze, Inc. BRZE

A comprehensive view of key metrics, scores, and financial health for Braze, Inc.

Overview of Braze, Inc.

BRZE NMS
Technology Software - Application Framework: Software & SaaS Mid Cap
Braze, Inc. (BRZE), is a Mid Cap company, in the Software - Application industry, last closed at $21.66, about 10.3% overvalued vs fair value, -21.0% 1Y return, ranked 333/770 in sector.
Metrics Rev Growth 25.8% ROE -22.6% Gross Margin 69.1%
USD 21.66
0.00%
(Delayed)
• Vol 90d: 79.9%
52-Week Range
Market Cap
$2.44B
Enterprise Value
$2.43B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Weak
Health
Fair
Efficiency
Fair
Valuation
Fair
Growth
Fair
Profitability
Weak
Health
Fair
Efficiency
Fair
Valuation
Fair
Completeness: 70%
Confidence: 83%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.braze.com
HQ New York, NY
Employees 1,699
Fiscal year Jan 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$18
$19
$22
Current: $21.66 -10% vs base

Engine Room Money Flow™

Mid Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$593.4M
25.8%%
Gross Profit
$410.2M
26.5%%
Operating Income (GAAP)
$-122.2M
15.6%%
Operating Cash Flow
$36.7M
435.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
69.1%
Good

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
4
Active Leaks
2/4
Improving
2
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Braze, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
55
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
51
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 79% Coverage
Trade-Off Triangle Visualization A ternary plot showing BRZE's balance between Growth (42.9%), Profitability (27.1%), and Safety (30.1%). Growth 43% Safety 30% Profitability 27%

Click axes to expand details. Marker shows current allocation.

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Growth

79th percentile vs peers
79
Key Signals
Rev Growth YoY 25.8% 83p Revenue CAGR 3Y 35.6% 86p EPS Growth YoY 22.9% 48p
Strengths
  • Rev Growth YoY in top 20% of peers (25.8%, 83th percentile)
  • Revenue CAGR 3Y in top 20% of peers (35.6%, 86th percentile)
  • Strong liquidity position vs peers
Risks

No significant risks identified for this axis.

Profitability

49th percentile vs peers
50
Key Signals
Strengths
Risks
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Safety

55th percentile vs peers
55
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Braze, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$19.42
- - -
-10.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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