Braze Inc A (BRZE)$24.35
Market Cap: 3.32 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Braze Inc A (BRZE).
TECHNOLOGY
SOFTWARE - APPLICATION
DCF ready
Valuation
51.6x
EV/FCF, 1.9% FCF yield
Quality
-21.0%
ROIC, 8.4% FCF margin
Growth
37.5%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 1.4x current ratio
Superinvestors
2
Top: Dennis Hong (9.8%)
Strengths to research
- Revenue compounded at 37.5% over five years.
- Debt/equity looks manageable at 0.0x.
Watchouts
- P/FCF is elevated at 53.6x.
Annual data: 7 periods
Quarterly data: 21 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for BRZE.
Grade D
26
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| BRZE Target | Braze Inc A | $3.3B | -20.0x | 51.6x | -21.0% | 37.5% | 8.4% | 67.1% | N/A | N/A |
| BL | BlackLine Inc. | $3.0B | 74.1x | 16.0x | 7.4% | 14.8% | 23.1% | 75.2% | -6.7x | N/A |
| ALIT | Alight Inc. | $2.9B | -0.1x | 18.5x | -101.6% | -3.7% | 11.1% | 33.8% | N/A | N/A |
| ALRM | Alarm.Com Holdings | $2.7B | 17.8x | 12.5x | 15.5% | 10.3% | 13.6% | N/A | -6.6x | N/A |
| NCNO | nCino Inc. | $2.6B | 321.4x | 30.3x | 0.9% | 23.8% | 13.9% | 60.6% | -1.9x | N/A |
| DUOL | Duolingo, Inc. | $5.0B | 12.4x | 10.6x | 30.7% | 45.0% | 35.6% | 72.2% | -6.9x | +0.92% |
| NATL | NCR Atleos Corp. | $2.1B | 20.9x | 18.2x | 5.3% | N/A | 5.5% | N/A | 2.9x | N/A |
| BTDR | Bitdeer Technologies Group A | $2.0B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| SPSC | SPS Commerce Inc. | $5.5B | 21.8x | 35.0x | 9.6% | 19.2% | 20.3% | 69.2% | -1.1x | N/A |
Financial Charts
No financial data available for BRZE (annual).
2 superinvestors own BRZE
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Dennis Hong ShawSpring Partners | 1,112,099 | $26M | 9.81% | 0.0% |
| First Eagle Investment Management First Eagle Investment Management | 158,500 | $4M | 0.01% | 0.0% |