Obermatt

Braze

NSQ:BRZE · US10576N1028
SoftwareMedium

360

53
EV / EBIT10
Price / Owner Earnings89
Owner Earnings Yield1
Dividend Yield1
Price/Sales53
EV / Gross Profit60
Price/Book47
Return on Capital11
Cash Return on Capital12
Return on Equity12
EBIT Margin12
Gross Profitability82
Accruals55
Owner Earnings Margin16
Sales growth76
Profit Growth39
Long-Term EPS Growth91
Reinvestment22
Price momentum51
Debt load63
Refinancing28
Debt Payback1
Liquidity28
Analyst ratings87
Opinion Changes50
Price Target Upside74
Market mood87
Value Creation6/20not creating value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Braze doesn't consistently earn more than its cost of capital, so it isn't yet creating shareholder value.

Profile

CountryUSA
IndustrySoftware
SizeMedium
TypePublic Company
ExchangeNASDAQGS
Founded2011
Employees1,954
Websitebraze.com
ISINUS10576N1028
Last UpdateApr 2, 2026
Themes
Data IntegrationMachine LearningPredictive AnalyticsBrand MarketingArtificial IntelligenceMarketing AutomationCustomer AnalyticsCustomer Relationship ManagementText AnalyticsSoftware DevelopmentAnalyticsCRMMarketingMobileSaaSSoftware

Description

Braze, Inc. (Braze) operates as a customer engagement platform that empowers brands to Be Absolutely Engaging. Customer Engagement is an emerging category of business activity and software, which the company defines as the full set of activities tha…

Analysis

Weak and unloved

Braze, Inc. is weak and unloved: below-average business metrics and a price that reflects that disappointment.

Valuation data is not available for this company.

The trajectory is solid and the balance sheet is stretched. The company scores 6/20 on our value-creation score: not creating value. Analysts lean positive.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
50
2023202420252026

All-time high

61

Jan 2024

All-time low

29

Mar 2026

Average rank

45

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
53
26
9
11
Price/Earnings
23
11
3
Price/Book
47
24
3
41
Dividend Yield
1
1
1
1
Value (overall)
39
12
6
18

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →