Braze, Inc.

Braze, Inc.

BRZEยทNASDAQ

$23.56

-17%
TechnologySoftware - Application

Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. It offers data ingestion products, such as Braze software development kits that automatically manage data ingestion and the delivery of mobile and web notifications, in-application/in-browser interstitial messages, and content cards, as well as can be integrated into a range of digital interfaces and application development frameworks; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; and partner cohort syncing, which allow brands to sync user cohorts from partners. The company also offers classification products, including segmentation that can 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 helps to understand the factors that determine which consumers belong to a particular segment; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, it provides personalization and action products; and orchestration products, which include Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences, which include onboarding flows, nurture campaigns, win-back strategies, and others; campaigns, which allow customers to send one set of single-channel or multi-channel messages to be delivered to customers in a particular user segment; event and API triggering; frequency capping and rate limiting; intelligent selection; and reporting and analytics. 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.

At a Glance

Live Snapshot
Market Cap$2.65B
EPS-1.2200
P/E Ratio-19.31
Earnings Date06/04/2026
Braze, Inc.

Braze, Inc. Fair Value Envelope

BRZE ยท NASDAQ

Our analysis suggests that BRZE has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $23.56, this represents a potential HIDDEN relative to our calculated worth for Braze, Inc..

Intrinsic Value
Current Price: $23.56

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$632.1B
+ Cash & Equivalents$124.3M
Firm Value$632.2B
- Debt$82.7M
Equity Value$632.1B
/ Shares Outstanding104,505,430B
DCF Value$6.0K
UNDERVALUED BY 25574%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$142.9M
$285.8M
$571.5M
$1.1B
$2.3B
$4.6B
$9.1B
$18.3B
$36.6B
$73.2B
Maintenance CapEx
-$3.8M
-$7.7M
-$15.3M
-$30.7M
-$61.4M
-$122.7M
-$245.5M
-$490.9M
-$981.8M
-$2.0B
Owner Earnings
$139.0M
$278.1M
$556.2M
$1.1B
$2.2B
$4.4B
$8.9B
$17.8B
$35.6B
$71.2B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$128.7M
$238.4M
$441.5M
$817.6M
$1.5B
$2.8B
$5.2B
$9.6B
$17.8B
$33.0B
Terminal Value represents 88.7% of Enterprise Value