ZENV
Zenvia Inc.
Software - Infrastructure
Market Cap$14M
5Y Perf.-94.1%
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Stock Comparison
ZENV vs BRZE vs TWLO vs MANH
Revenue, margins, valuation, and 5-year total return — side by side.
BRZE
Braze, Inc.
Software - Application
Market Cap$2.31B
5Y Perf.-75.1%
TWLO
Twilio Inc.
Internet Content & Information
Market Cap$29.86B
5Y Perf.-57.7%
MANH
Manhattan Associates, Inc.
Software - Application
Market Cap$8.50B
5Y Perf.-13.3%
ZENV vs BRZE vs TWLO vs MANH — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ZENV | BRZE | TWLO | MANH |
|---|---|---|---|---|
| Industry | Software - Infrastructure | Software - Application | Internet Content & Information | Software - Application |
| Market Cap | $14M | $2.31B | $29.86B | $8.50B |
| Revenue (TTM) | $1.10B | $738M | $5.30B | $1.10B |
| Net Income (TTM) | $-121M | $-131M | $104M | $217M |
| Gross Margin | 22.3% | 67.1% | 48.8% | 55.6% |
| Operating Margin | -0.9% | -19.6% | 4.7% | 25.6% |
| Forward P/E | — | 34.3x | 35.4x | 26.8x |
| Total Debt | $130M | $83M | $1.08B | $112M |
| Cash & Equiv. | $117M | $124M | $682M | $329M |
ZENV vs BRZE vs TWLO vs MANH — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
ZENV
BRZE
TWLO
MANH
| Stock | Nov 21 | Mar 26 | Return |
|---|---|---|---|
| Zenvia Inc. (ZENV) | 100 | 5.9 | -94.1% |
| Braze, Inc. (BRZE) | 100 | 24.9 | -75.1% |
| Twilio Inc. (TWLO) | 100 | 42.3 | -57.7% |
| Manhattan Associate… (MANH) | 100 | 86.7 | -13.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ZENV vs BRZE vs TWLO vs MANH
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: MANH leads in 3 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Zenvia Inc. is the stronger pick specifically for capital preservation and lower volatility. BRZE and TWLO also each lead in at least one category. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
ZENV
Zenvia Inc.
The Income Pick
ZENV is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- Dividend streak 2 yrs, beta 0.02
- Lower volatility, beta 0.02, Low D/E 16.8%, current ratio 0.47x
- Beta 0.02, current ratio 0.47x
- Beta 0.02 vs TWLO's 1.51
Best for: income & stability and sleep-well-at-night
BRZE
Braze, Inc.
The Growth Play
BRZE is the clearest fit if your priority is growth exposure.
- Rev growth 24.4%, EPS growth -19.6%, 3Y rev CAGR 27.6%
- 24.4% revenue growth vs MANH's 3.7%
Best for: growth exposure
TWLO
Twilio Inc.
The Long-Run Compounder
TWLO is the clearest fit if your priority is long-term compounding.
- 5.8% 10Y total return vs MANH's 145.1%
- +90.3% vs ZENV's -71.4%
Best for: long-term compounding
MANH
Manhattan Associates, Inc.
The Value Play
MANH carries the broadest edge in this set and is the clearest fit for value and quality.
- Lower P/E (26.8x vs 35.4x)
- 19.7% margin vs BRZE's -17.8%
- 28.0% ROA vs BRZE's -12.9%, ROIC 236.8% vs -20.5%
Best for: value and quality
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | BRZE | 24.4% revenue growth vs MANH's 3.7% |
| Value | MANH | Lower P/E (26.8x vs 35.4x) |
| Quality / Margins | MANH | 19.7% margin vs BRZE's -17.8% |
| Stability / Safety | ZENV | Beta 0.02 vs TWLO's 1.51 |
| Dividends | Tie | None of these 4 stocks pay a meaningful dividend |
| Momentum (1Y) | TWLO | +90.3% vs ZENV's -71.4% |
| Efficiency (ROA) | MANH | 28.0% ROA vs BRZE's -12.9%, ROIC 236.8% vs -20.5% |
ZENV vs BRZE vs TWLO vs MANH — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
FY 2025
FY 2025
ZENV vs BRZE vs TWLO vs MANH — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLMANHLAGGINGBRZE
Who Leads Where
MANH leads in 2 of 6 categories
ZENV leads 1 • TWLO leads 1 • BRZE leads 0 • 1 tied
Explore the data ↓BRZEBraze, Inc.
0leads
TWLOTwilio Inc.
1leads
ZENVZenvia Inc.
1leads
MANHManhattan Associates,…
2leads
6 Total Categories
CATEGORYLEADERvs ZENVvs TWLOMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
MANH3/6
Valuation MetricsMultiples, price ratios, and targets
ZENV4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
MANH5/8
Total Returns1Y, 3Y, 5Y total returns with dividends
TWLO5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
MANH leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TWLO is the larger business by revenue, generating $5.3B annually — 7.2x BRZE's $738M. MANH is the more profitable business, keeping 19.7% of every revenue dollar as net income compared to BRZE's -17.8%. On growth, BRZE holds the edge at +27.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ZENVZenvia Inc. | BRZEBraze, Inc. | TWLOTwilio Inc. | MANHManhattan Associa… |
|---|---|---|---|---|
| RevenueTrailing 12 months | $1.1B | $738M | $5.3B | $1.1B |
| EBITDAEarnings before interest/tax | -$97M | -$131M | $415M | $288M |
| Net IncomeAfter-tax profit | -$121M | -$131M | $104M | $217M |
| Free Cash FlowCash after capex | $70M | $61M | $1.0B | $380M |
| Gross MarginGross profit ÷ Revenue | +22.3% | +67.1% | +48.8% | +55.6% |
| Operating MarginEBIT ÷ Revenue | -0.9% | -19.6% | +4.7% | +25.6% |
| Net MarginNet income ÷ Revenue | -11.0% | -17.8% | +2.0% | +19.7% |
| FCF MarginFCF ÷ Revenue | +6.4% | +8.2% | +19.0% | +34.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +23.6% | +27.9% | +20.0% | +7.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -142.4% | -70.6% | +3.8% | -3.5% |
MANH leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
ZENV leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 39.9x trailing earnings, MANH trades at a 96% valuation discount to TWLO's 938.4x P/E. On an enterprise value basis, ZENV's 0.9x EV/EBITDA is more attractive than TWLO's 77.2x.
| Metric | ZENVZenvia Inc. | BRZEBraze, Inc. | TWLOTwilio Inc. | MANHManhattan Associa… |
|---|---|---|---|---|
| Market CapShares × price | $14M | $2.3B | $29.9B | $8.5B |
| Enterprise ValueMkt cap + debt − cash | $16M | $2.3B | $30.3B | $8.3B |
| Trailing P/EPrice ÷ TTM EPS | -0.81x | -18.52x | 938.43x | 39.88x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 34.32x | 35.36x | 26.79x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | 1.86x |
| EV / EBITDAEnterprise value multiple | 0.87x | — | 77.16x | 28.67x |
| Price / SalesMarket cap ÷ Revenue | 0.07x | 3.13x | 5.89x | 7.86x |
| Price / BookPrice ÷ Book value/share | 0.16x | 3.91x | 4.03x | 27.85x |
| Price / FCFMarket cap ÷ FCF | 1.42x | 37.34x | 28.91x | 22.74x |
ZENV leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
MANH leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
MANH delivers a 78.2% return on equity — every $100 of shareholder capital generates $78 in annual profit, vs $-23 for BRZE. BRZE carries lower financial leverage with a 0.13x debt-to-equity ratio, signaling a more conservative balance sheet compared to MANH's 0.36x. On the Piotroski fundamental quality scale (0–9), TWLO scores 7/9 vs BRZE's 3/9, reflecting strong financial health.
| Metric | ZENVZenvia Inc. | BRZEBraze, Inc. | TWLOTwilio Inc. | MANHManhattan Associa… |
|---|---|---|---|---|
| ROE (TTM)Return on equity | -15.2% | -22.8% | +1.3% | +78.2% |
| ROA (TTM)Return on assets | -6.9% | -12.9% | +1.1% | +28.0% |
| ROICReturn on invested capital | +0.3% | -20.5% | +1.6% | +2.4% |
| ROCEReturn on capital employed | +0.3% | -23.4% | +1.9% | +76.3% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 3 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.17x | 0.13x | 0.14x | 0.36x |
| Net DebtTotal debt minus cash | $13M | -$42M | $399M | -$216M |
| Cash & Equiv.Liquid assets | $117M | $124M | $682M | $329M |
| Total DebtShort + long-term debt | $130M | $83M | $1.1B | $112M |
| Interest CoverageEBIT ÷ Interest expense | -2.61x | — | — | — |
MANH leads this category, winning 5 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
TWLO leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MANH five years ago would be worth $10,805 today (with dividends reinvested), compared to $460 for ZENV. Over the past 12 months, TWLO leads with a +90.3% total return vs ZENV's -71.4%. The 3-year compound annual growth rate (CAGR) favors TWLO at 53.2% vs ZENV's -16.0% — a key indicator of consistent wealth creation.
| Metric | ZENVZenvia Inc. | BRZEBraze, Inc. | TWLOTwilio Inc. | MANHManhattan Associa… |
|---|---|---|---|---|
| YTD ReturnYear-to-date | -53.6% | -30.6% | +42.4% | -14.2% |
| 1-Year ReturnPast 12 months | -71.4% | -30.7% | +90.3% | -21.9% |
| 3-Year ReturnCumulative with dividends | -40.6% | -20.7% | +259.4% | -15.3% |
| 5-Year ReturnCumulative with dividends | -95.4% | -75.8% | -35.8% | +8.1% |
| 10-Year ReturnCumulative with dividends | -95.4% | -75.8% | +584.5% | +145.1% |
| CAGR (3Y)Annualised 3-year return | -16.0% | -7.4% | +53.2% | -5.4% |
TWLO leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — ZENV and TWLO each lead in 1 of 2 comparable metrics.
Risk & Volatility
ZENV is the less volatile stock with a 0.02 beta — it tends to amplify market swings less than TWLO's 1.51 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TWLO currently trades 97.9% from its 52-week high vs ZENV's 24.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ZENVZenvia Inc. | BRZEBraze, Inc. | TWLOTwilio Inc. | MANHManhattan Associa… |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.17x | 1.10x | 1.47x | 1.04x |
| 52-Week HighHighest price in past year | $1.90 | $37.67 | $201.39 | $247.22 |
| 52-Week LowLowest price in past year | $0.25 | $15.26 | $91.84 | $119.06 |
| % of 52W HighCurrent price vs 52-week peak | +24.7% | +60.0% | +97.9% | +58.1% |
| RSI (14)Momentum oscillator 0–100 | 41.2 | 47.6 | 78.4 | 50.6 |
| Avg Volume (50D)Average daily shares traded | 565K | 3.0M | 2.2M | 678K |
Evenly matched — ZENV and TWLO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: BRZE as "Buy", TWLO as "Buy", MANH as "Buy". Consensus price targets imply 87.8% upside for BRZE (target: $42) vs -6.0% for TWLO (target: $185).
| Metric | ZENVZenvia Inc. | BRZEBraze, Inc. | TWLOTwilio Inc. | MANHManhattan Associa… |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $42.44 | $185.17 | $197.25 |
| # AnalystsCovering analysts | — | 25 | 52 | 15 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — |
| Dividend StreakConsecutive years of raises | 2 | — | — | 2 |
| Dividend / ShareAnnual DPS | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | +2.9% | +3.7% |
Insufficient data to determine a leader in this category.
Key Takeaway
MANH leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ZENV leads in 1 (Valuation Metrics). 1 tied.
Best OverallManhattan Associates, Inc. (MANH)Leads 2 of 6 categories
Loading custom metrics...
ZENV vs BRZE vs TWLO vs MANH: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ZENV or BRZE or TWLO or MANH a better buy right now?
For growth investors, Braze, Inc.
(BRZE) is the stronger pick with 24. 4% revenue growth year-over-year, versus 3. 7% for Manhattan Associates, Inc. (MANH). Manhattan Associates, Inc. (MANH) offers the better valuation at 39. 9x trailing P/E (26. 8x forward), making it the more compelling value choice. Analysts rate Braze, Inc. (BRZE) a "Buy" — based on 25 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 — ZENV or BRZE or TWLO or MANH?
On trailing P/E, Manhattan Associates, Inc.
(MANH) is the cheapest at 39. 9x versus Twilio Inc. at 938. 4x. On forward P/E, Manhattan Associates, Inc. is actually cheaper at 26. 8x.
03Which is the better long-term investment — ZENV or BRZE or TWLO or MANH?
Over the past 5 years, Manhattan Associates, Inc.
(MANH) delivered a total return of +8. 1%, compared to -95. 4% for Zenvia Inc. (ZENV). Over 10 years, the gap is even starker: TWLO returned +600. 6% versus ZENV's -95. 4%. 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 — ZENV or BRZE or TWLO or MANH?
By beta (market sensitivity over 5 years), Zenvia Inc.
(ZENV) is the lower-risk stock at -0. 17β versus Twilio Inc. 's 1. 47β — meaning TWLO is approximately -974% more volatile than ZENV relative to the S&P 500. On balance sheet safety, Braze, Inc. (BRZE) carries a lower debt/equity ratio of 13% versus 36% for Manhattan Associates, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ZENV or BRZE or TWLO or MANH?
By revenue growth (latest reported year), Braze, Inc.
(BRZE) is pulling ahead at 24. 4% versus 3. 7% for Manhattan Associates, Inc. (MANH). On earnings-per-share growth, the picture is similar: Twilio Inc. grew EPS 131. 8% year-over-year, compared to -104. 1% for Zenvia Inc.. Over a 3-year CAGR, BRZE leads at 27. 6% 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 — ZENV or BRZE or TWLO or MANH?
Manhattan Associates, Inc.
(MANH) is the more profitable company, earning 20. 3% net margin versus -17. 8% for Braze, Inc. — meaning it keeps 20. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MANH leads at 26. 1% 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 ZENV or BRZE or TWLO or MANH more undervalued right now?
On forward earnings alone, Manhattan Associates, Inc.
(MANH) trades at 26. 8x forward P/E versus 35. 4x for Twilio Inc. — 8. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BRZE: 87. 8% to $42. 44.
08Which pays a better dividend — ZENV or BRZE or TWLO or MANH?
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 ZENV or BRZE or TWLO or MANH better for a retirement portfolio?
For long-horizon retirement investors, Zenvia Inc.
(ZENV) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 17)). Both have compounded well over 10 years (ZENV: -95. 4%, BRZE: -76. 7%), 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 ZENV and BRZE and TWLO and MANH?
These companies operate in different sectors (ZENV (Technology) and BRZE (Technology) and TWLO (Communication Services) and MANH (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: ZENV is a small-cap high-growth stock; BRZE is a small-cap high-growth stock; TWLO is a mid-cap quality compounder stock; MANH is a small-cap quality compounder stock. 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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- Sector: Communication Services
- Market Cap > $100B
- Revenue Growth > 9%
- Gross Margin > 29%
Revenue Growth>
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