GLBE
Global-e Online Ltd.
Specialty Retail
Market Cap$5.28B
5Y Perf.-53.0%
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Stock Comparison
GLBE vs BRZE
Revenue, margins, valuation, and 5-year total return — side by side.
BRZE
Braze, Inc.
Software - Application
Market Cap$2.24B
5Y Perf.-71.2%
GLBE vs BRZE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | GLBE | BRZE |
|---|---|---|
| Industry | Specialty Retail | Software - Application |
| Market Cap | $5.28B | $2.24B |
| Revenue (TTM) | $962M | $738M |
| Net Income (TTM) | $68M | $-131M |
| Gross Margin | 45.3% | 67.1% |
| Operating Margin | 7.4% | -19.6% |
| Forward P/E | 27.9x | 34.7x |
| Total Debt | $42M | $83M |
| Cash & Equiv. | $246M | $124M |
GLBE vs BRZE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
GLBE
BRZE
| Stock | Nov 21 | May 26 | Return |
|---|---|---|---|
| Global-e Online Ltd. (GLBE) | 100 | 47.0 | -53.0% |
| Braze, Inc. (BRZE) | 100 | 28.8 | -71.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GLBE vs BRZE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: GLBE leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Braze, Inc. is the stronger pick specifically for capital preservation and lower volatility. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
GLBE
Global-e Online Ltd.
The Growth Play
GLBE carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 27.8%, EPS growth 186.7%, 3Y rev CAGR 33.0%
- 22.4% 10Y total return vs BRZE's -76.5%
- Lower volatility, beta 1.63, Low D/E 4.5%, current ratio 1.93x
Best for: growth exposure and long-term compounding
BRZE
Braze, Inc.
The Income Pick
BRZE is the clearest fit if your priority is income & stability and defensive.
- beta 1.27
- Beta 1.27, current ratio 1.35x
- Beta 1.27 vs GLBE's 1.63
Best for: income & stability and defensive
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | GLBE | 27.8% revenue growth vs BRZE's 24.4% |
| Value | GLBE | Lower P/E (27.9x vs 34.7x) |
| Quality / Margins | GLBE | 7.1% margin vs BRZE's -17.8% |
| Stability / Safety | BRZE | Beta 1.27 vs GLBE's 1.63 |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | GLBE | -14.5% vs BRZE's -30.2% |
| Efficiency (ROA) | GLBE | 4.7% ROA vs BRZE's -12.9%, ROIC 7.7% vs -20.5% |
GLBE vs BRZE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
GLBE vs BRZE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLGLBELAGGINGBRZE
BRZEBraze, Inc.
1leads
GLBEGlobal-e Online Ltd.
3leads
6 Total Categories
CATEGORYLEADERvs BRZEMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
GLBE4/5
Valuation MetricsMultiples, price ratios, and targets
BRZE3/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
GLBE8/8
Total Returns1Y, 3Y, 5Y total returns with dividends
GLBE6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
GLBE leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
GLBE and BRZE operate at a comparable scale, with $962M and $738M in trailing revenue. GLBE is the more profitable business, keeping 7.1% of every revenue dollar as net income compared to BRZE's -17.8%.
| Metric | GLBEGlobal-e Online L… | BRZEBraze, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $962M | $738M |
| EBITDAEarnings before interest/tax | $130M | -$131M |
| Net IncomeAfter-tax profit | $68M | -$131M |
| Free Cash FlowCash after capex | $295M | $61M |
| Gross MarginGross profit ÷ Revenue | +45.3% | +67.1% |
| Operating MarginEBIT ÷ Revenue | +7.4% | -19.6% |
| Net MarginNet income ÷ Revenue | +7.1% | -17.8% |
| FCF MarginFCF ÷ Revenue | +30.6% | +8.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +28.0% | +27.9% |
| EPS Growth (YoY)Latest quarter vs prior year | — | -70.6% |
GLBE leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
BRZE leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
| Metric | GLBEGlobal-e Online L… | BRZEBraze, Inc. |
|---|---|---|
| Market CapShares × price | $5.3B | $2.2B |
| Enterprise ValueMkt cap + debt − cash | $5.1B | $2.2B |
| Trailing P/EPrice ÷ TTM EPS | 80.05x | -17.98x |
| Forward P/EPrice ÷ next-FY EPS est. | 27.94x | 34.68x |
| PEG RatioP/E ÷ EPS growth rate | 0.61x | — |
| EV / EBITDAEnterprise value multiple | 54.79x | — |
| Price / SalesMarket cap ÷ Revenue | 5.49x | 3.04x |
| Price / BookPrice ÷ Book value/share | 5.89x | 3.79x |
| Price / FCFMarket cap ÷ FCF | 18.81x | 36.25x |
BRZE leads this category, winning 3 of 5 comparable metrics.
Profitability & Efficiency
GLBE leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
GLBE delivers a 7.3% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $-23 for BRZE. GLBE carries lower financial leverage with a 0.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to BRZE's 0.13x. On the Piotroski fundamental quality scale (0–9), GLBE scores 6/9 vs BRZE's 3/9, reflecting solid financial health.
| Metric | GLBEGlobal-e Online L… | BRZEBraze, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +7.3% | -22.8% |
| ROA (TTM)Return on assets | +4.7% | -12.9% |
| ROICReturn on invested capital | +7.7% | -20.5% |
| ROCEReturn on capital employed | +7.7% | -23.4% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 3 |
| Debt / EquityFinancial leverage | 0.04x | 0.13x |
| Net DebtTotal debt minus cash | -$204M | -$42M |
| Cash & Equiv.Liquid assets | $246M | $124M |
| Total DebtShort + long-term debt | $42M | $83M |
| Interest CoverageEBIT ÷ Interest expense | 17.83x | — |
GLBE leads this category, winning 8 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
GLBE leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GLBE five years ago would be worth $12,243 today (with dividends reinvested), compared to $2,349 for BRZE. Over the past 12 months, GLBE leads with a -14.5% total return vs BRZE's -30.2%. The 3-year compound annual growth rate (CAGR) favors GLBE at -0.1% vs BRZE's -8.3% — a key indicator of consistent wealth creation.
| Metric | GLBEGlobal-e Online L… | BRZEBraze, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -17.5% | -32.6% |
| 1-Year ReturnPast 12 months | -14.5% | -30.2% |
| 3-Year ReturnCumulative with dividends | -0.4% | -23.0% |
| 5-Year ReturnCumulative with dividends | +22.4% | -76.5% |
| 10-Year ReturnCumulative with dividends | +22.4% | -76.5% |
| CAGR (3Y)Annualised 3-year return | -0.1% | -8.3% |
GLBE leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — GLBE and BRZE each lead in 1 of 2 comparable metrics.
Risk & Volatility
BRZE is the less volatile stock with a 1.27 beta — it tends to amplify market swings less than GLBE's 1.63 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GLBE currently trades 72.3% from its 52-week high vs BRZE's 58.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | GLBEGlobal-e Online L… | BRZEBraze, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.63x | 1.27x |
| 52-Week HighHighest price in past year | $43.21 | $37.67 |
| 52-Week LowLowest price in past year | $27.80 | $15.26 |
| % of 52W HighCurrent price vs 52-week peak | +72.3% | +58.2% |
| RSI (14)Momentum oscillator 0–100 | 47.3 | 60.0 |
| Avg Volume (50D)Average daily shares traded | 1.1M | 3.0M |
Evenly matched — GLBE and BRZE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates GLBE as "Buy" and BRZE as "Buy". Consensus price targets imply 93.4% upside for BRZE (target: $42) vs 39.0% for GLBE (target: $43).
| Metric | GLBEGlobal-e Online L… | BRZEBraze, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $43.40 | $42.44 |
| # AnalystsCovering analysts | 14 | 25 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.4% | 0.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
GLBE leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BRZE leads in 1 (Valuation Metrics). 1 tied.
Best OverallGlobal-e Online Ltd. (GLBE)Leads 3 of 6 categories
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GLBE vs BRZE: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is GLBE or BRZE a better buy right now?
For growth investors, Global-e Online Ltd.
(GLBE) is the stronger pick with 27. 8% revenue growth year-over-year, versus 24. 4% for Braze, Inc. (BRZE). Global-e Online Ltd. (GLBE) offers the better valuation at 80. 1x trailing P/E (27. 9x forward), making it the more compelling value choice. Analysts rate Global-e Online Ltd. (GLBE) a "Buy" — based on 14 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — GLBE or BRZE?
On forward P/E, Global-e Online Ltd.
is actually cheaper at 27. 9x.
03Which is the better long-term investment — GLBE or BRZE?
Over the past 5 years, Global-e Online Ltd.
(GLBE) delivered a total return of +22. 4%, compared to -76. 5% for Braze, Inc. (BRZE). Over 10 years, the gap is even starker: GLBE returned +22. 4% versus BRZE's -76. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — GLBE or BRZE?
By beta (market sensitivity over 5 years), Braze, Inc.
(BRZE) is the lower-risk stock at 1. 27β versus Global-e Online Ltd. 's 1. 63β — meaning GLBE is approximately 28% more volatile than BRZE relative to the S&P 500. On balance sheet safety, Global-e Online Ltd. (GLBE) carries a lower debt/equity ratio of 4% versus 13% for Braze, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — GLBE or BRZE?
By revenue growth (latest reported year), Global-e Online Ltd.
(GLBE) is pulling ahead at 27. 8% versus 24. 4% for Braze, Inc. (BRZE). On earnings-per-share growth, the picture is similar: Global-e Online Ltd. grew EPS 186. 7% year-over-year, compared to -19. 6% for Braze, Inc.. Over a 3-year CAGR, GLBE leads at 33. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — GLBE or BRZE?
Global-e Online Ltd.
(GLBE) is the more profitable company, earning 7. 1% net margin versus -17. 8% for Braze, Inc. — meaning it keeps 7. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GLBE leads at 7. 4% versus -19. 6% for BRZE. At the gross margin level — before operating expenses — BRZE leads at 67. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is GLBE or BRZE more undervalued right now?
On forward earnings alone, Global-e Online Ltd.
(GLBE) trades at 27. 9x forward P/E versus 34. 7x for Braze, Inc. — 6. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BRZE: 93. 4% to $42. 44.
08Which pays a better dividend — GLBE or BRZE?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is GLBE or BRZE better for a retirement portfolio?
For long-horizon retirement investors, Braze, Inc.
(BRZE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 27)). Global-e Online Ltd. (GLBE) carries a higher beta of 1. 63 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BRZE: -76. 5%, GLBE: +22. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between GLBE and BRZE?
These companies operate in different sectors (GLBE (Consumer Cyclical) and BRZE (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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