
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT
- About
Braze Inc (BRZE)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: BRZE (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -18.16% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.88B USD | Price to earnings Ratio - | 1Y Target Price 53.21 |
Price to earnings Ratio - | 1Y Target Price 53.21 | ||
Volume (30-day avg) 1453135 | Beta 1.17 | 52 Weeks Range 29.18 - 48.33 | Updated Date 04/1/2025 |
52 Weeks Range 29.18 - 48.33 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.02 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -17.48% | Operating Margin (TTM) -13.44% |
Management Effectiveness
Return on Assets (TTM) -9.1% | Return on Equity (TTM) -22.64% |
Valuation
Trailing PE - | Forward PE 109.89 | Enterprise Value 3307656336 | Price to Sales(TTM) 6.54 |
Enterprise Value 3307656336 | Price to Sales(TTM) 6.54 | ||
Enterprise Value to Revenue 5.57 | Enterprise Value to EBITDA -18.23 | Shares Outstanding 87467600 | Shares Floating 70506058 |
Shares Outstanding 87467600 | Shares Floating 70506058 | ||
Percent Insiders 13.1 | Percent Institutions 80.44 |
Analyst Ratings
Rating 4.47 | Target Price 52.5 | Buy 8 | Strong Buy 10 |
Buy 8 | Strong Buy 10 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Braze Inc
Company Overview
History and Background
Braze Inc., formerly Appboy, was founded in 2011. It started as a CRM platform focused on mobile marketing and has evolved into a comprehensive customer engagement platform. Braze went public in November 2021.
Core Business Areas
- Customer Engagement Platform: Braze provides a platform for businesses to manage and optimize customer interactions across various channels, including email, in-app messages, push notifications, and more.
Leadership and Structure
Braze is led by CEO Bill Magnuson. The company has a typical corporate structure with departments for engineering, sales, marketing, and customer success.
Top Products and Market Share
Key Offerings
- Braze Customer Engagement Platform: Braze's core platform allows businesses to orchestrate and personalize customer interactions. It includes features for segmentation, messaging, automation, and analytics. Market share data is proprietary, but Braze is a significant player. Competitors include Salesforce, Adobe, Oracle, and Iterable.
Market Dynamics
Industry Overview
The customer engagement platform market is growing rapidly, driven by the increasing importance of personalized customer experiences. Companies are investing in technologies that help them understand and engage with their customers across multiple channels.
Positioning
Braze positions itself as a modern, agile, and data-driven customer engagement platform. Its competitive advantages include its focus on mobile-first experiences and its ability to integrate with other marketing technologies.
Total Addressable Market (TAM)
The TAM for customer engagement platforms is estimated to be in the tens of billions of dollars. Braze is positioned to capture a significant portion of this market through its innovative technology and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Strong customer engagement platform
- Focus on mobile-first experiences
- Data-driven approach
- Integration capabilities
Weaknesses
- Relatively smaller size compared to major competitors
- Profitability challenges
- Reliance on key personnel
Opportunities
- Expanding market for customer engagement platforms
- Growing demand for personalized customer experiences
- Strategic partnerships
- International expansion
Threats
- Intense competition
- Economic downturn
- Data privacy regulations
- Rapid technological changes
Competitors and Market Share
Key Competitors
- CRM
- ADBE
- ORCL
- HUBS
Competitive Landscape
Braze competes with larger, more established players in the customer engagement platform market. Its advantages include its focus on mobile-first experiences and its ability to provide personalized customer experiences. Its disadvantages include its smaller size and profitability challenges.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Braze has experienced rapid revenue growth in recent years, driven by its innovative platform and expanding customer base.
Future Projections: Analysts project continued revenue growth for Braze, driven by the increasing demand for customer engagement platforms. Profitability is expected to improve over time.
Recent Initiatives: Recent initiatives include product enhancements, strategic partnerships, and international expansion efforts.
Summary
Braze is a growing customer engagement platform with a strong focus on mobile and personalized experiences. It is experiencing rapid revenue growth, but profitability remains a challenge. Competition is intense, but Braze is well-positioned to capitalize on the growing demand for customer engagement platforms. Its recent strategic initiatives show promise for future growth.
Similar Companies
- CRM
- ADBE
- ORCL
- HUBS
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share data is estimated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Braze Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2021-11-17 | Co-Founder, Chairman & CEO Mr. William Magnuson | ||
Sector Technology | Industry Software - Application | Full time employees - | Website https://www.braze.com |
Full time employees - | Website https://www.braze.com |
Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, which allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; and Braze Cloud Data Ingestion that enables brands to harness their customer data. It 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 predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, the company provides Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences; campaigns, which allows 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; marketing pressure management; and reporting and analytics. Further, it offers personalization products, such as liquid templating platform, connected content platform, content blocks, intelligent timing and channel, personalized variant, and AI item recommendations, and catalogs; and action products. 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.