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BRZE

Braze, Inc.

Technology · $2.7B market cap

Verdict

Share price

$25.42

close of Oct 3, 2026

Fair value

$47.39

Sticker Price

Payback Price

—

no buy price

Undervalued

BRZE is Undervalued: at $25.42 it trades 46% below its fair value of $47.39. There's no buy price: it has lost money 3 years in a row, so its value rests on sales alone. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.

How we valued it

Sales-Based (P/S). It has reported a loss for 3 years in a row. Its free cash flow looks positive ($0.06B), but $0.14B of that is stock paid to employees rather than cash, so we value it on its sales instead.

Business quality

2 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth—?
Equity per share growth0.5% a year✗
Sales growth40.8% a year✓
Free cash flow growth163.8% a year✓
Return on invested capital-23.0%✗

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Superinvestors

2 of the investors we track hold BRZE. In Q2 2026, 1 added and 1 trimmed. Who we track

Dennis Hong

ShawSpring Partners · as of Q2 2026

$13.9M

641,194 shares

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$13.2M

609,814 shares

Moves in Q2 2026

Added: First Eagle Investment Management

Trimmed: Dennis Hong

About Braze, Inc.

Braze, Inc. operates a global customer engagement platform designed to foster meaningful interactions between consumers and brands. Its comprehensive suite of tools includes robust data ingestion capabilities. These feature Braze software development kits (SDKs) for automatic data collection and the delivery of various mobile and web notifications, integrated in-application/in-browser messages, and content cards…

Software - Application

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works