
Braze Inc
NASDAQ:BRZE

Intrinsic Value
Braze, Inc. operates a customer relationship management platform for mobile applications. [ Read More ]
The intrinsic value of one
BRZE
stock under the Base Case scenario is
19.1
USD.
Compared to the current market price of 56.3 USD,
Braze Inc
is
Overvalued by 66%.

Valuation History
Braze Inc

Intrinsic Value History...
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Fundamental Analysis
2024-Q2 Earnings Call
NEW
Artifical Intelligence Analysis
Braze's second quarter showed a robust revenue increase of 34% year-over-year, reaching $115.1 million, primarily from subscription services. Customer growth was notable, with the client base expanding by 22% and large customer count by 24%, the latter contributing 57% to the total Annual Recurring Revenue (ARR). A remarkable dollar-based net retention was 120% overall and 123% among large customers. Non-GAAP gross margin improved slightly to 70%, and non-GAAP operating loss was notably reduced to $7.6 million from last year's $17.5 million. Q3 revenue is projected to grow around 26%, and Braze anticipates positive quarterly non-GAAP operating income and free cash flow by fiscal year-end 2025.
Balance Sheet Decomposition
Braze Inc
Current Assets | 574m |
Cash & Short-Term Investments | 472m |
Receivables | 74m |
Other Current Assets | 27.8m |
Non-Current Assets | 158m |
PP&E | 66.1m |
Intangibles | 32.1m |
Other Non-Current Assets | 59.9m |
Current Liabilities | 249m |
Accounts Payable | 1.9m |
Accrued Liabilities | 66.2m |
Other Current Liabilities | 180m |
Non-Current Liabilities | 43.3m |
Other Non-Current Liabilities | 43.3m |
BRZE Profitability Score
Profitability Due Diligence
Braze Inc's profitability score is 25/100. The higher the profitability score, the more profitable the company is.

Score
Braze Inc's profitability score is 25/100. The higher the profitability score, the more profitable the company is.
BRZE Solvency Score
Solvency Due Diligence
Braze Inc's solvency score is 73/100. The higher the solvency score, the more solvent the company is.

Score
Braze Inc's solvency score is 73/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
BRZE Price Targets Summary
Braze Inc
According to Wall Street analysts, the average 1-year price target for
BRZE
is 58.01 USD
with a low forecast of 51.51 USD and a high forecast of 68.25 USD.
Ownership
BRZE Insider Trading
Buy and sell transactions by insiders
Period | Sold | Bought | Net |
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3 Months |
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6 Months |
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9 Months |
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12 Months |
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Shareholder Return
BRZE Price
Braze Inc
Average Annual Return | -22.03% |
Standard Deviation of Annual Returns |
N/A
|
Max Drawdown | -76% |
Market Capitalization | 5.5B USD |
Shares Outstanding | 98 870 000 |
Percentage of Shares Shorted | 10.26% |
Company Profile


Country
Industry
Market Cap
Dividend Yield
Description
Braze, Inc. operates a customer relationship management platform for mobile applications. The company is headquartered in New York City, New York and currently employs 1,164 full-time employees. The company went IPO on 2021-11-17. Its platform helps brands to listen to their customers, understand them and act on that understanding in a way that is human and personal. Using the Company’s platform, brands ingest and process customer data in real time, orchestrate and optimize contextually relevant, cross-channel marketing campaigns and continuously evolve their customer engagement strategies. Its platform enables interactions with active users via its customers’ applications, Websites and other digital interfaces. Its platform encompasses the functionalities required for modern customer engagement, which include data ingestion, classification, orchestration, personalization, and action. The firm offers software development kits (SDKs) for installation into customers’ applications on platforms such as Android, iPhone Operating System (iOS) and desktop / mobile Web.
Contact
IPO
Employees
Officers
The intrinsic value of one
BRZE
stock under the Base Case scenario is
19.1
USD.
Compared to the current market price of 56.3 USD,
Braze Inc
is
Overvalued by 66%.