Braze Inc

Braze Inc

BRZE · NASDAQ · Technology / Software - Application

46.64USD+0.03 (+0.06%)

Price History

Full chart

Market Stats

Previous Close46.61
Open46.78
Day Range46.54 – 46.78
52-Week Range15.26 – 46.20
Volume2.93M
Market Cap5.20B
P/E (TTM)0.00
Forward P/E48.54
EPS-1.03
Dividend Yield0.00%
Beta0.77
50-Day Avg32.09
200-Day Avg24.93

About

Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. It 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 to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, that allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; Braze Cloud Data Ingestion that offers direct connections to cloud services and data warehouses, marketing, product, and growth teams; Braze Currents to stream data in real time; and Snowflake Data Sharing to track and store data. It also provides segmentation that 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 offers Canvas, an orchestration tool; campaigns, which allows customers; event and API triggering; marketing pressure management; and reporting and analytics, as well as content generation and quality assurance platform, content management, catalogs, templating language, connected content, and intelligent timing and channel products. Further, it provides decisioning studio; agent console; liquid assistant and AI copywriter; personalized variant; AI item recommendations; and MCP Servers. 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.

Company Details

  • SectorTechnology
  • IndustrySoftware - Application
  • CEOMr. William Magnuson
  • Employees1.99K
  • Headquarters63 Madison Building, New York, NY, United States, 10016, USA
  • Websitehttps://www.braze.com

Leadership

  • Mr. William MagnusonCo-Founder, Chairman, President & CEO · b. 1987
  • Mr. Jonathan HymanCo-Founder & CTO · b. 1986
  • Ms. Astha MalikChief Business Officer · b. 1980
  • Mr. Edward McDonnellChief Revenue Officer · b. 1972
  • Mr. Pankaj MalikCFO & Chief Accounting Officer · b. 1982
  • Mr. Nicholas RockwellChief Information Officer
  • Mr. Christopher L. FerrisHead of Investor Relations
  • Mr. Christopher M. LalGeneral Counsel & Secretary
  • Eric SandersGlobal Head of Sales
  • Ms. Priyanka SinghChief People Officer · b. 1969

Financials

Income Statement

Currency: USD2020-01-312021-01-312022-01-312023-01-312024-01-312025-01-312026-01-31
Total Revenue96.36M150.19M238.03M355.43M471.80M593.41M738.18M
Growth (%)-+55.86%+58.49%+49.32%+32.74%+25.78%+24.40%
Cost of Revenue35.69M54.51M78.51M115.82M147.53M183.19M242.53M
Gross Profit60.68M95.68M159.52M239.61M324.27M410.22M495.66M
Gross Margin62.97%63.71%67.02%67.41%68.73%69.13%67.15%
Operating Expense94.21M127.83M237.74M387.75M468.96M532.38M640.41M
Operating Income-33.53M-32.15M-78.21M-148.14M-144.69M-122.16M-144.76M
Operating Margin-34.80%-21.41%-32.86%-41.68%-30.67%-20.59%-19.61%
EBITDA-32.99M-30.56M-75.56M-143.52M-137.73M-112.04M-125.43M
EBITDA Margin-34.23%-20.35%-31.74%-40.38%-29.19%-18.88%-16.99%
Net Income-31.81M-31.97M-76.72M-138.97M-129.17M-103.74M-131.29M
Net Income Margin-33.01%-21.29%-32.23%-39.10%-27.38%-17.48%-17.79%
R&D20.34M29.21M59.03M97.29M119.86M133.97M167.14M
R&D as % of Total Revenue21.11%19.45%24.80%27.37%25.41%22.58%22.64%
Interest Expense2.17M345.00K369.00K9.76M---
Interest Expense % of Total Revenue2.26%0.23%0.16%2.75%---

Balance Sheet

Currency: USD2020-01-312021-01-312022-01-312023-01-312024-01-312025-01-312026-01-31
Total Assets153.07M171.39M666.26M705.41M810.94M871.00M1.11B
Total Liabilities239.95M277.67M161.44M258.65M366.52M396.25M489.60M
Total Equity-86.88M-108.51M501.58M445.30M444.23M474.86M623.77M
Cash6.74M28.51M478.94M68.59M68.23M83.06M124.34M
Total Debt---51.28M90.61M87.44M82.65M
Net Debt-6.74M-28.51M-478.94M-17.30M22.38M4.38M-41.69M

Cash Flow

Currency: USD2020-01-312021-01-312022-01-312023-01-312024-01-312025-01-312026-01-31
Operating Cash Flow-7.37M-6.08M-35.40M-22.31M6.85M36.68M71.44M
Investing Cash Flow-87.23M22.47M18.04M-398.52M-19.98M-36.47M-50.91M
Financing Cash Flow1.26M4.87M467.91M11.33M13.11M11.70M22.96M
Capital Expenditure2.55M4.35M4.38M16.70M9.76M13.23M9.59M
Free Cash Flow-9.92M-10.43M-39.77M-39.01M-2.91M23.45M61.85M
FCF to OCF134.68%171.58%112.36%174.88%-42.50%63.92%86.58%

Earnings

Report DateApr 30, 2020Jul 31, 2020Apr 30, 2021Jul 31, 2021Sep 29, 2021Dec 20, 2021Mar 30, 2022Jun 13, 2022Sep 12, 2022Dec 13, 2022Mar 30, 2023Jun 8, 2023Sep 7, 2023Dec 6, 2023Mar 27, 2024Jun 6, 2024Sep 5, 2024Dec 9, 2024Mar 27, 2025Jun 5, 2025Sep 4, 2025Dec 9, 2025Apr 1, 2026May 27, 2026Sep 8, 2026Dec 8, 2026
EPS Estimate0.000.000.000.000.00-0.60-0.19-0.21-0.20-0.22-0.19-0.18-0.14-0.13-0.05-0.10-0.03-0.010.050.050.030.070.130.10-0.21-0.22
EPS Actual-0.36-0.36-0.63-0.63-0.34-0.16-0.18-0.19-0.16-0.15-0.14-0.13-0.04-0.05-0.04-0.050.090.020.120.070.150.060.100.10-0.14-
Surprise-----73.33%5.26%9.52%20.00%31.82%26.32%27.78%71.43%61.54%20.00%50.00%400.00%300.00%140.00%40.00%400.00%-14.29%-21.01%0.00%33.33%-
Timing-----After-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hoursAfter-hours-After-hoursAfter-hoursAfter-hours-After-hoursAfter-hoursAfter-hours

Key Statistics & Ratios

Market Cap5.20B
Enterprise Value4.92B
Trailing P/E0.00
Forward P/E48.54
PEG Ratio1.62
Price / Sales6.24
Price / Book8.72
EPS-1.03
Book Value5.31
Revenue (TTM)834.24M
Gross Profit (TTM)553.08M
EBITDA-86.20M
Profit Margin-13.55%
Operating Margin-7.98%
Return on Equity-18.51%
Return on Assets-5.77%
Shares Outstanding113.59M
Shares Float94.43M
Beta0.77
Dividend Yield0.00%
Dividend Rate0.00
Payout Ratio0.00%

Analyst Ratings

Hold
Based on 19 analystsTarget 47.54
  • Hold
    19

Ownership Breakdown

Institutions
93.02%
Insiders
14.68%
Retail / Other
0.00%

Top Institutional Holders

  • FMR Inc
    16.89M14.87%
  • BlackRock Inc
    8.40M7.40%
  • Vanguard Portfolio Management, LLC
    5.58M4.92%
  • Pictet Asset Manangement SA
    5.05M4.45%
  • Battery Management Corp
    4.63M4.07%
  • Vanguard Capital Management, LLC
    3.98M3.51%
  • Millennium Management LLC
    3.79M3.34%
  • Westfield Capital Management Company, L.P.
    2.62M2.30%
  • Geode Capital Management, LLC
    2.55M2.24%
  • Manufacturers Life Insurance Co
    2.47M2.17%
  • State Street Corp
    2.40M2.11%
  • Optimus Prime Fund Management Co., Ltd.
    2.01M1.77%
  • American Century Companies Inc
    1.79M1.58%

Top Fund Holders

  • Fidelity Global Innovators Cl F
    3.43M3.02%
  • Pictet-Digital PUSD
    3.34M2.94%
  • Fidelity Series All-Sector Equity
    2.73M2.41%
  • Vanguard MStar Total Stk Mkt Idx Invest
    2.70M2.38%
  • iShares Russell 2000 ETF
    2.43M2.14%
  • Vanguard Small Cap Index
    1.90M1.67%
  • Vanguard Information Technology ETF
    1.85M1.63%