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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.
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
Braze Inc provides a cloud customer-engagement platform that helps brands deliver personalized messaging across email, in‑app, push and SMS. Long-term growth may be supported by rising demand for data-driven omnichannel marketing, shifts to first-party data after privacy changes, international expansion and AI-enabled product enhancements, while investors may view its recurring SaaS model and enterprise client base.
Primary risks include strong competition from larger marketing-cloud providers and specialists, sensitivity to advertising and marketing budgets, customer concentration among large accounts, and compliance or technical challenges tied to data privacy and integrations.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| Breakdown | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
| Income before tax | -128.16M | -100.60M | -128.47M | -140.16M | -78.33M |
| Minority interest | -0.50M | 0.30M | 1.26M | 1.78M | 1.45M |
| Net income | -131.29M | -103.74M | -129.17M | -140.75M | -78.17M |
| Selling general administrative | 146.26M | 116.09M | 101.98M | 88.77M | 51.56M |
| Selling and marketing expenses | 327.01M | 282.32M | 247.12M | 201.68M | 127.14M |
| Gross profit | 495.66M | 410.22M | 324.27M | 239.61M | 159.52M |
| Reconciled depreciation | 19.33M | 10.12M | 6.96M | 4.62M | 2.77M |
| Ebit | -132.76M | -122.16M | -144.69M | -148.14M | -78.21M |
| Ebitda | -113.43M | -112.04M | -137.73M | -143.52M | -75.58M |
| Depreciation and amortization | 19.33M | 10.12M | 6.96M | 4.62M | 2.64M |
| Operating income | -132.76M | -122.16M | -144.69M | -148.14M | -78.21M |
| Other operating expenses | 870.94M | 715.57M | 616.49M | 503.57M | 316.25M |
| Interest expense | - | - | - | 9.76M | 0.37M |
| Tax provision | 2.62M | 3.44M | 1.96M | 0.58M | -0.17M |
| Interest income | - | - | - | - | 0.51M |
| Net interest income | - | - | - | - | 0.14M |
| Income tax expense | 2.62M | 3.44M | 1.96M | 0.58M | -0.17M |
| Total revenue | 738.18M | 593.41M | 471.80M | 355.43M | 238.03M |
| Total operating expenses | 628.41M | 532.38M | 468.96M | 387.75M | 237.74M |
| Cost of revenue | 242.53M | 183.19M | 147.53M | 115.82M | 78.51M |
| Total other income expense net | 4.60M | 21.56M | 16.22M | 7.98M | -0.12M |
| Net income from continuing ops | -130.79M | -104.05M | -130.43M | -140.75M | -78.17M |
| Net income applicable to common shares | - | - | - | -138.97M | -76.72M |
| Breakdown | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
| Total assets | 1113.76M | 871.00M | 810.94M | 705.41M | 666.26M |
| Intangible assets | 61.49M | 3.13M | 3.69M | - | - |
| Other current assets | 33.65M | 28.55M | 24.33M | 26.16M | 4.69M |
| Total liab | 489.60M | 396.25M | 366.52M | 258.65M | 161.44M |
| Total stockholder equity | 623.77M | 474.86M | 444.23M | 445.30M | 501.58M |
| Deferred long term liab | - | - | - | 48.45M | 41.69M |
| Other current liab | 95.02M | 55.34M | 63.26M | 37.41M | 31.62M |
| Common stock | 0.01M | 0.01M | 0.01M | 0.01M | 0.01M |
| Capital stock | 0.01M | 0.01M | 0.01M | 0.01M | 0.01M |
| Retained earnings | -718.12M | -586.84M | -483.09M | -353.93M | -214.96M |
| Other liab | - | - | - | 0.76M | 1.48M |
| Good will | 261.86M | 28.45M | 28.45M | - | - |
| Other assets | - | - | - | 55.63M | 50.68M |
| Cash | 124.34M | 83.06M | 71.60M | 68.59M | 478.94M |
| Total current liabilities | 420.41M | 324.48M | 289.44M | 217.30M | 159.97M |
| Current deferred revenue | 304.56M | 239.98M | 204.27M | 166.09M | 126.26M |
| Net debt | -41.69M | 4.38M | 19.01M | -17.30M | -478.94M |
| Short term debt | 19.27M | 18.16M | 15.59M | 10.70M | - |
| Short long term debt total | 82.65M | 87.44M | 90.61M | 51.28M | - |
| Other stockholder equity | 1340.09M | 1062.61M | 928.49M | 806.04M | 50.91M |
| Property plant equipment | - | - | - | 66.60M | 7.39M |
| Total current assets | 567.93M | 644.03M | 601.12M | 583.17M | 608.18M |
| Net tangible assets | - | - | - | 445.30M | 501.58M |
| Short term investments | 287.58M | 430.46M | 407.90M | 410.08M | 35.16M |
| Net receivables | 122.35M | 101.96M | 97.29M | 78.34M | 64.50M |
| Inventory | - | - | - | - | 24.90M |
| Accounts payable | 1.56M | 2.15M | 6.32M | 3.10M | 2.08M |
| Accumulated other comprehensive income | 1.79M | -0.93M | -1.18M | -6.82M | -0.64M |
| Non currrent assets other | 106.96M | 80.70M | 62.94M | 55.63M | 50.68M |
| Non current assets total | 545.83M | 226.97M | 209.82M | 122.23M | 58.08M |
| Capital lease obligations | 82.65M | 87.44M | 90.61M | 51.28M | - |
| Breakdown | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
| Investments | 144.31M | -36.47M | -19.98M | -398.52M | 18.04M |
| Change to liabilities | - | - | - | 40.80M | 53.12M |
| Total cashflows from investing activities | -50.91M | -36.47M | -19.98M | -398.52M | 18.04M |
| Total cash from financing activities | 22.96M | 11.70M | 13.11M | 11.33M | 467.91M |
| Change to operating activities | - | - | - | -16.72M | -48.96M |
| Net income | -130.79M | -104.05M | -129.17M | -140.75M | -78.17M |
| Change in cash | 44.75M | 11.46M | -0.49M | -410.35M | 449.95M |
| Begin period cash flow | 83.59M | 72.13M | 72.62M | 482.97M | 33.02M |
| End period cash flow | 128.34M | 83.59M | 72.13M | 72.62M | 482.97M |
| Total cash from operating activities | 71.44M | 36.68M | 6.85M | -22.31M | -35.40M |
| Issuance of capital stock | - | - | 0.00M | 0.00M | 462.26M |
| Depreciation | 41.27M | 10.12M | 6.96M | 4.62M | 2.77M |
| Other cashflows from investing activities | 116.97M | -3.81M | -3.57M | - | - |
| Change to account receivables | -22.71M | -5.36M | -14.01M | -14.65M | -29.82M |
| Sale purchase of stock | - | - | - | 0.00M | 0.00M |
| Other cashflows from financing activities | - | 11.70M | 13.11M | -398.52M | 5.65M |
| Change to netincome | - | - | - | - | 46.50M |
| Capital expenditures | 9.59M | 13.23M | 9.76M | 16.70M | 4.38M |
| Change in working capital | -4.91M | -22.65M | 1.05M | 9.43M | -25.66M |
| Stock based compensation | 143.74M | 115.14M | 97.23M | 72.24M | 47.18M |
| Other non cash items | 22.13M | 38.12M | 30.77M | 32.15M | 18.55M |
| Free cash flow | 61.85M | 23.45M | -2.91M | -39.01M | -39.77M |
Sector: Technology Industry: Software - Application
|
Stock Name
|
Change
(USD) |
Price
(USD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
Enterprise Value
to EBITDA (x) |
|---|---|---|---|---|---|---|---|---|
| BRZE Braze Inc |
-0.02 0.04% |
45.79 | - | 36.76 | 3.65 | 4.32 | 3.20 | -18.23 |
| SAP SAP SE ADR |
-10.08 4.14% |
233.45 | 28.16 | 22.42 | 6.52 | 4.85 | 5.60 | 16.61 |
| CRM Salesforce Inc |
-8.76 3.94% |
213.65 | 23.41 | 15.55 | 4.79 | 5.56 | 5.55 | 14.88 |
| SAPGF SAP SE |
-7.43 3.09% |
233.00 | 76.28 | 22.88 | 5.61 | 3.84 | 5.59 | 26.18 |
| SHOP Shopify Inc |
5.16 3.59% |
148.91 | 90.18 | 53.19 | 12.70 | 13.17 | 12.23 | 67.86 |
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.
| Name | Title | Year Born |
|---|---|---|
| Mr. William Magnuson | Co-Founder, Chairman & CEO | 1988 |
| Mr. Myles Kleeger | Pres & Chief Customer Officer | 1975 |
| Mr. Jonathan Hyman | Co-Founder & CTO | 1986 |
| Ms. Isabelle Winkles | Chief Financial Officer | 1978 |
| Mr. Pankaj Malik | Chief Accounting Officer | NA |
| Mr. Christopher L. Ferris | Head of Investor Relations | NA |
| Ms. Susan Wiseman | Gen. Counsel | 1959 |
| Hannah Blackington | Sr. Communications Mang. | NA |
| Ms. Astha Malik | Chief Marketing Officer | 1980 |
| Mr. Daniel Head | Chief Revenue Officer | NA |
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