-0.14%
-14.32%
-12.13%
2.42%
-32.41%
-1.01%
-60.99%
AI Spotlight on BRZE
Company Description
Braze, Inc.operates a customer engagement platform that provides interactions between consumers and brands worldwide.It offers data ingestion products, such as Braze software development kits that automatically manage data ingestion and the delivery of mobile and web notifications, in-application/in-browser interstitial messages, and content cards, as well as can be integrated into a range of digital interfaces and application development frameworks; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; and partner cohort syncing, which allow brands to sync user cohorts from partners.
The company also offers classification products, including segmentation that can define reusable segments of consumers based upon attributes, events, or predictive propensity scores; segment insights, which allows customers to analyze how segments are performing relative to each other across a set of pre-selected key performance indicators, and helps to understand the factors that determine which consumers belong to a particular segment; and predictive suite that allows customers to identify groups of consumers that are of critical business value.In addition, it provides personalization and action products; and orchestration products, which include Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences, which include onboarding flows, nurture campaigns, win-back strategies, and others; campaigns, which allow customers to send one set of single-channel or multi-channel messages to be delivered to customers in a particular user segment; event and API triggering; frequency capping and rate limiting; intelligent selection; and reporting and analytics.The company was formerly known as Appboy, Inc.
and changed its name to Braze, Inc.in November 2017.Braze, Inc.
was incorporated in 2011 and is headquartered in New York, New York.
Market Data
| Last Price | 36.43 |
| Change Percentage | -0.14% |
| Open | 35.52 |
| Previous Close | 36.48 |
| Market Cap ( Millions) | 3770 |
| Volume | 262160 |
| Year High | 55.47 |
| Year Low | 29.18 |
| M A 50 | 42.33 |
| M A 200 | 38.8 |
Financial Ratios
| FCF Yield | 0.10% |
| Dividend Yield | 0.00% |
| ROE | -25.63% |
| Debt / Equity | 20.10% |
| Net Debt / EBIDTA | -25.10% |
| Price To Book | 8.12 |
| Price Earnings Ratio | -32.41 |
| Price To FCF | 963.94 |
| Price To sales | 6.68 |
| EV / EBITDA | -31.0 |
News
- Feb -26 - Twilio, Braze: The Top 2 CEP Platforms to Own in 2025
- Feb -24 - 3 Growth Stocks That Could Skyrocket in 2025 and Beyond
- Feb -24 - Braze Alloys Market Poised for Growth Amid Increasing Demand for Sustainable Solutions | Future Market Insights, Inc.
- Feb -03 - Braze Announces Record Bookings to Close Fiscal Year, Announces Organizational Changes
- Jan -26 - Braze: Growth Rates Are Stabilizing, Which May Catalyze A Broader Rebound
- Jan -03 - Braze, Inc. (BRZE) Just Flashed Golden Cross Signal: Do You Buy?
- Dec -13 - Investment Opportunity of 2025: Why Braze Stock Stands Out
- Dec -11 - Braze: Remain Optimistic On The Growth Outlook
- Dec -10 - Braze, Inc. (BRZE) Q3 2025 Earnings Call Transcript
- Dec -09 - Braze, Inc. (BRZE) Q3 Earnings and Revenues Top Estimates
- Dec -09 - Braze Reports Fiscal Third Quarter 2025 Results
- Dec -09 - North American Morning Briefing : Global Ad Shares -2-
- Dec -06 - Braze to Participate in Upcoming Investor Conferences
- Nov -25 - FUTU or BRZE: Which Is the Better Value Stock Right Now?
- Nov -14 - The Zacks Analyst Blog MediaAlpha, Braze, Byrna Technologies, The Real Brokerage and Klaviyo
- Nov -13 - 5 Mid and Small Tech Services Stocks to Buy Amid Huge Short-Term Upside
- Nov -04 - Braze Alloys Market Size Expected to Grow to USD 3.2 Billion by 2031 with a 4.3% CAGR, Led by Innovations in Bulk Metallic Glass Brazing | Transparency Market Research, Inc.
- Nov -01 - TIXT or BRZE: Which Is the Better Value Stock Right Now?
- Oct -29 - Braze (BRZE) Upgraded to Strong Buy: Here's What You Should Know
- Oct -28 - Braze Named a Leader in 2024 Magic Quadrant™ for Multichannel Marketing Hubs for Second Consecutive Year
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Subscription
Expected Growth : 13.05 %
What the company do ?
A Braze subscription refers to a user's opt-in status for receiving push notifications, emails, or other messages from a brand, allowing for targeted and personalized communication.
Why we expect these perspectives ?
Braze, Inc.'s 13.05% subscription growth is driven by increasing demand for customer engagement and retention solutions, expansion into new industries, and strategic partnerships. Additionally, the company's AI-powered platform and personalized messaging capabilities are key differentiators, attracting new customers and driving upsell opportunities.
Segment n°2 -> Professional Services and Other
Expected Growth : 12.43 %
What the company do ?
Professional Services and Other from Braze, Inc. refers to customized solutions and support offered to clients, including strategy, implementation, and optimization services, as well as other miscellaneous offerings.
Why we expect these perspectives ?
Braze's Professional Services and Other segment growth of 12.43% is driven by increasing demand for personalized customer engagement, expansion of existing client relationships, and growth in new industries such as fintech and healthcare. Additionally, the company's investments in AI-powered technology and strategic partnerships have enhanced its offerings, leading to higher revenue.
Braze, Inc. Products
| Product Range | What is it ? |
|---|---|
| Customer Engagement | Braze's customer engagement platform enables businesses to send targeted, personalized messages across multiple channels, including email, push notifications, in-app messages, and more. |
| Customer Data Platform (CDP) | Braze's CDP collects and unifies customer data from various sources, providing a single customer view and enabling targeted marketing and analytics. |
| Mobile Marketing Automation | Braze's mobile marketing automation platform enables businesses to automate and optimize mobile marketing campaigns, improving customer engagement and retention. |
| A/B Testing and Experimentation | Braze's A/B testing and experimentation platform enables businesses to test and optimize marketing campaigns, improving customer engagement and conversion rates. |
| Customer Journey Mapping | Braze's customer journey mapping platform enables businesses to visualize and optimize customer journeys, improving customer experience and loyalty. |
| Predictive Analytics | Braze's predictive analytics platform enables businesses to predict customer behavior and identify high-value customers, improving customer retention and revenue. |
Braze, Inc.'s Porter Forces
Threat Of Substitutes
Braze, Inc. operates in a niche market, providing a unique customer engagement platform. While there are some substitutes available, they are not as comprehensive as Braze's offerings, reducing the threat of substitutes.
Bargaining Power Of Customers
Braze's customers are typically large enterprises with complex customer engagement needs. While they may have some bargaining power, Braze's customized solutions and high switching costs reduce their bargaining power.
Bargaining Power Of Suppliers
Braze's suppliers are primarily cloud infrastructure providers and data partners. The company's diversified supplier base and lack of dependence on a single supplier reduce the bargaining power of suppliers.
Threat Of New Entrants
The customer engagement platform market is attractive, and new entrants may be drawn to it. However, Braze's established brand, high barriers to entry, and complex technology reduce the threat of new entrants.
Intensity Of Rivalry
The customer engagement platform market is competitive, with several established players. However, Braze's unique value proposition, strong customer relationships, and continuous innovation reduce the intensity of rivalry.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 16.94% |
| Debt Cost | 3.95% |
| Equity Weight | 83.06% |
| Equity Cost | 9.58% |
| WACC | 8.62% |
| Leverage | 20.40% |
Braze, Inc. : Quality Control
Braze, Inc. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| PAYC | Paycom Software, Inc. provides cloud-based human capital management (HCM) solution delivered as software-as-a-service for small to mid-sized companies in the United States. It offers functionality and data analytics that businesses … |
| PEGA | Pegasystems Inc. develops, markets, licenses, hosts, and supports enterprise software applications in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and … |
| DT | Dynatrace, Inc. provides a software intelligence platform for dynamic multi-cloud environments. It operates Dynatrace, a software intelligence platform, which provides application and microservices monitoring, runtime application security, infrastructure monitoring, digital … |
| QTWO | Q2 Holdings, Inc. provides cloud-based digital banking solutions to regional and community financial institutions (RCFIs) in the United States. The company offers Q2 Consumer Banking, a browser-based digital banking solution … |
| SMAR | Smartsheet Inc. provides cloud-based enterprise platform to plan, capture, manage, automate, and report on work for teams and organizations. The company offers Dashboards for real-time visibility into the status of … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Paycom Software
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Smartsheet
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Dynatrace
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Pegasystems
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Q2 Holdings
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