Added to YB: 2025-04-16
Pitch date: 2025-04-15
BRZE [bullish]
Braze, Inc.
-40.59%
current return
Author Info
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Company Info
Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide.
Market Cap
$2.0B
Pitch Price
$28.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
-18.60
P/E
-15.99
EV/Sales
2.43
Sector
Software
Category
value
Show full summary:
New Portfolio Addition: Revisiting a Category Leader in Customer Engagement (BRZE)
BRZE: Added at $30/share (~$3.1B mkt cap, 4.7x EV/rev). Customer engagement platform for real-time, cross-channel messaging. Competes w/Iterable, SFMC. 70% gross margins, FCF positive. 26% rev growth (FY25 $593M → FY26E $686-691M). 111% NRR, 2.3k customers. Moat: real-time architecture, sticky SDK. OfferFit AI acquisition ($325M) for reinforcement learning.
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