8-K Announcements
6Apr 7, 2026·SEC
Mar 24, 2026·SEC
Feb 2, 2026·SEC
Braze, Inc. (BRZE) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Braze, Inc. (BRZE) stock price & volume — 10-year historical chart
Braze, Inc. (BRZE) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Braze, Inc. (BRZE) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Mar 24, 2026 | $0.10vs $0.14-28.6% | $205Mvs $198M+3.5% |
| Q4 2025 | Dec 9, 2025 | $0.06vs $0.06-3.6% | $191Mvs $185M+3.4% |
| Q4 2025 | Sep 4, 2025 | $0.15vs $0.03+400.0% | $180Mvs $184M-2.2% |
| Q3 2025 | Jun 5, 2025 | $0.07vs $0.05+52.6% | $162Mvs $159M+2.2% |
Braze, Inc. (BRZE) competitors in CRM and customer engagement software — business model, growth, and fundamentals comparison
Braze, Inc. (BRZE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Braze, Inc. (BRZE) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Jan'20 | Jan'21 | Jan'22 | Jan'23 | Jan'24 | Jan'25 | Jan'26 |
|---|---|---|---|---|---|---|---|
| Sales/Revenue | 96.36M | 150.19M | 238.03M | 355.43M | 471.8M | 593.41M | 738.18M |
| Revenue Growth % | - | 55.86% | 58.49% | 49.32% | 32.74% | 25.78% | 24.4% |
| Cost of Goods Sold | 35.69M | 54.51M | 78.51M | 115.82M | 147.53M | 183.19M | 242.53M |
| COGS % of Revenue | 37.03% | 36.29% | 32.98% | 32.59% | 31.27% | 30.87% | 32.85% |
| Gross Profit | 60.68M▲ 0% | 95.68M▲ 57.7% | 159.52M▲ 66.7% | 239.61M▲ 50.2% | 324.27M▲ 35.3% | 410.22M▲ 26.5% | 495.66M▲ 20.8% |
| Gross Margin % | 62.97% | 63.71% | 67.02% | 67.41% | 68.73% | 69.13% | 67.15% |
| Gross Profit Growth % | - | 57.68% | 66.73% | 50.2% | 35.33% | 26.5% | 20.83% |
| Operating Expenses | 94.21M | 127.83M | 237.74M | 387.75M | 468.96M | 532.38M | 640.41M |
| OpEx % of Revenue | 97.77% | 85.11% | 99.87% | 109.09% | 99.4% | 89.72% | 86.76% |
| Selling, General & Admin | 73.87M | 98.62M | 178.7M | 290.45M | 349.1M | 398.41M | 473.27M |
| SG&A % of Revenue | 76.66% | 65.66% | 75.07% | 81.72% | 73.99% | 67.14% | 64.11% |
| Research & Development | 20.34M | 29.21M | 59.03M | 97.29M | 119.86M | 133.97M | 167.14M |
| R&D % of Revenue | 21.11% | 19.45% | 24.8% | 27.37% | 25.41% | 22.58% | 22.64% |
| Other Operating Expenses | 48K | -120K | -258K | 0 | 0 | 0 | 0 |
| Operating Income | -33.53M▲ 0% | -32.15M▲ 4.1% | -78.21M▼ 143.3% | -148.14M▼ 89.4% | -144.69M▲ 2.3% | -122.16M▲ 15.6% | -144.76M▼ 18.5% |
| Operating Margin % | -34.8% | -21.41% | -32.86% | -41.68% | -30.67% | -20.59% | -19.61% |
| Operating Income Growth % | - | 4.12% | -143.25% | -89.41% | 2.33% | 15.57% | -18.5% |
| EBITDA | -32.89M | -30.56M | -75.44M | -143.52M | -137.73M | -112.04M | -144.76M |
| EBITDA Margin % | -34.13% | -20.35% | -31.69% | -40.38% | -29.19% | -18.88% | -19.61% |
| EBITDA Growth % | - | 7.07% | -146.83% | -90.25% | 4.04% | 18.65% | -29.2% |
| D&A (Non-Cash Add-back) | 645K | 1.59M | 2.77M | 4.62M | 6.96M | 10.12M | 0 |
| EBIT | -33.53M | -32.15M | -78.21M | -148.14M | -144.69M | -122.16M | 0 |
| Net Interest Income | 2.13M | 840K | 137K | 0 | 0 | 20.19M | 0 |
| Interest Income | 2.13M | 1.19M | 506K | 0 | 0 | 20.19M | 0 |
| Interest Expense | 0 | 345K | 369K | 0 | 0 | 0 | 0 |
| Other Income/Expense | 2.17M | 720K | -121K | 7.98M | 16.22M | 21.56M | 16.6M |
| Pretax Income | -31.36M▲ 0% | -31.43M▼ 0.2% | -78.33M▼ 149.2% | -140.16M▼ 78.9% | -128.47M▲ 8.3% | -100.6M▲ 21.7% | -128.16M▼ 27.4% |
| Pretax Margin % | -32.54% | -20.93% | -32.91% | -39.44% | -27.23% | -16.95% | -17.36% |
| Income Tax | 452K | 537K | -165K | 583K | 1.96M | 3.44M | 2.63M |
| Effective Tax Rate % | -1.44% | -1.71% | 0.21% | -0.42% | -1.52% | -3.42% | -2.05% |
| Net Income | -31.81M▲ 0% | -31.97M▼ 0.5% | -78.17M▼ 144.5% | -140.75M▼ 80.1% | -129.17M▲ 8.2% | -103.74M▲ 19.7% | -131.29M▼ 26.6% |
| Net Margin % | -33.01% | -21.29% | -32.84% | -39.6% | -27.38% | -17.48% | -17.79% |
| Net Income Growth % | - | -0.5% | -144.51% | -80.06% | 8.23% | 19.68% | -26.55% |
| Net Income (Continuing) | -31.81M | -31.97M | -78.17M | -140.75M | -130.43M | -104.05M | -131.29M |
| Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Minority Interest | 0 | 2.23M | 3.23M | 1.46M | 192K | -112K | 389K |
| EPS (Diluted) | -1.87▲ 0% | -0.35▲ 81.3% | -0.84▼ 140.0% | -1.49▼ 77.4% | -1.32▲ 11.4% | -1.02▲ 22.7% | -1.22▼ 19.6% |
| EPS Growth % | - | 81.28% | -140% | -77.38% | 11.41% | 22.73% | -19.61% |
| EPS (Basic) | -1.87 | -0.35 | -0.84 | -1.49 | -1.32 | -1.02 | -1.22 |
| Diluted Shares Outstanding | 17.02M | 92.11M | 92.97M | 94.57M | 98.1M | 102.19M | 107.91M |
| Basic Shares Outstanding | 17.02M | 92.11M | 92.97M | 94.57M | 98.1M | 102.19M | 107.91M |
| Dividend Payout Ratio | - | - | - | - | - | - | - |
Braze, Inc. (BRZE) balance sheet — assets, liabilities & shareholders' equity
| Line item | Jan'20 | Jan'21 | Jan'22 | Jan'23 | Jan'24 | Jan'25 | Jan'26 |
|---|---|---|---|---|---|---|---|
| Total Current Assets | 126.97M | 133.96M | 608.18M | 583.17M | 601.12M | 644.03M | 567.93M |
| Cash & Short-Term Investments | 91.96M | 86.51M | 514.09M | 478.67M | 476.13M | 513.52M | 411.92M |
| Cash Only | 6.74M | 28.51M | 478.94M | 68.59M | 68.23M | 83.06M | 124.34M |
| Short-Term Investments | 85.22M | 58M | 35.16M | 410.08M | 407.9M | 430.46M | 287.58M |
| Accounts Receivable | 23.27M | 34.77M | 64.5M | 78.34M | 97.29M | 101.96M | 122.35M |
| Days Sales Outstanding | 88.14 | 84.5 | 98.91 | 80.45 | 75.27 | 62.72 | 60.5 |
| Inventory | 0 | 0 | 24.9M | 0 | 0 | 0 | 0 |
| Days Inventory Outstanding | - | - | 115.76 | - | - | - | - |
| Other Current Assets | 10.89M | 11.48M | 4.69M | 26.16M | 7.97M | 6.25M | 33.65M |
| Total Non-Current Assets | 26.1M | 37.44M | 58.08M | 122.23M | 209.82M | 226.97M | 545.83M |
| Property, Plant & Equipment | 2.55M | 5.49M | 7.39M | 66.6M | 110.52M | 114.7M | 115.53M |
| Fixed Asset Turnover | 37.79x | 27.38x | 32.20x | 5.34x | 4.27x | 5.17x | 6.39x |
| Goodwill | 0 | 0 | 0 | 0 | 28.45M | 28.45M | 261.86M |
| Intangible Assets | 0 | 0 | 0 | 500K | 3.69M | 3.13M | 61.49M |
| Long-Term Investments | 4.51M | 4.04M | 4.04M | 4.04M | 0 | 0 | 0 |
| Other Non-Current Assets | 23.55M | 31.95M | 50.68M | 51.6M | 67.16M | 80.7M | 106.96M |
| Total Assets | 153.07M▲ 0% | 171.39M▲ 12.0% | 666.26M▲ 288.7% | 705.41M▲ 5.9% | 810.94M▲ 15.0% | 871M▲ 7.4% | 1.11B▲ 27.9% |
| Asset Turnover | 0.63x | 0.88x | 0.36x | 0.50x | 0.58x | 0.68x | 0.66x |
| Asset Growth % | - | 11.97% | 288.73% | 5.88% | 14.96% | 7.41% | 27.87% |
| Total Current Liabilities | 64.27M | 101.13M | 159.97M | 217.3M | 289.44M | 324.48M | 420.41M |
| Accounts Payable | 1.21M | 439K | 2.08M | 3.1M | 6.32M | 2.15M | 1.56M |
| Days Payables Outstanding | 12.39 | 2.94 | 9.68 | 9.77 | 15.64 | 4.28 | 2.35 |
| Short-Term Debt | 0 | 0 | 0 | 0 | 0 | 0 | 19.27M |
| Deferred Revenue (Current) | 51.41M | 74.79M | 126.26M | 166.09M | 204.27M | 239.98M | 304.56M |
| Other Current Liabilities | 4.41M | 13.03M | 11.59M | 22.62M | 41.65M | 31.39M | 96.58M |
| Current Ratio | 1.98x | 1.32x | 3.80x | 2.68x | 2.08x | 1.98x | 1.35x |
| Quick Ratio | 1.98x | 1.32x | 3.65x | 2.68x | 2.08x | 1.98x | 1.35x |
| Cash Conversion Cycle | - | - | 204.99 | - | - | - | - |
| Total Non-Current Liabilities | 175.68M | 176.54M | 1.48M | 41.34M | 77.08M | 71.77M | 69.19M |
| Long-Term Debt | 0 | 0 | 0 | 0 | 0 | 0 | 63.38M |
| Capital Lease Obligations | 0 | 0 | 0 | 40.59M | 75.03M | 69.28M | 0 |
| Deferred Tax Liabilities | 20K | 80K | 10.42M | 0 | 0 | 0 | 0 |
| Other Non-Current Liabilities | 175.66M | 176.46M | 1.48M | 755K | 2.05M | 2.49M | 5.8M |
| Total Liabilities | 239.95M | 277.67M | 161.44M | 258.65M | 366.52M | 396.25M | 489.6M |
| Total Debt | 0 | 0 | 0 | 51.28M | 90.61M | 87.44M | 82.65M |
| Net Debt | -6.74M | -28.51M | -478.94M | -17.3M | 22.38M | 4.38M | -41.69M |
| Debt / Equity | - | - | - | 0.11x | 0.20x | 0.18x | 0.13x |
| Debt / EBITDA | - | - | - | - | - | - | - |
| Net Debt / EBITDA | - | - | - | - | - | - | - |
| Interest Coverage | - | -93.19x | -211.95x | - | - | - | - |
| Total Equity | -86.88M▲ 0% | -106.27M▼ 22.3% | 504.82M▲ 575.0% | 446.76M▼ 11.5% | 444.43M▼ 0.5% | 474.75M▲ 6.8% | 624.16M▲ 31.5% |
| Equity Growth % | - | -22.33% | 575.02% | -11.5% | -0.52% | 6.82% | 31.47% |
| Book Value per Share | -5.11 | -1.15 | 5.43 | 4.72 | 4.53 | 4.65 | 5.78 |
| Total Shareholders' Equity | -86.88M | -108.51M | 501.58M | 445.3M | 444.23M | 474.86M | 623.77M |
| Common Stock | 0 | 0 | 9K | 10K | 10K | 10K | 11K |
| Retained Earnings | -106.49M | -138.24M | -214.96M | -353.93M | -483.09M | -586.84M | -718.12M |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Accumulated OCI | 34K | -42K | -640K | -6.82M | -1.18M | -926K | 1.79M |
| Minority Interest | 0 | 2.23M | 3.23M | 1.46M | 192K | -112K | 389K |
Braze, Inc. (BRZE) cash flow — operating, investing & free cash flow history
| Line item | Jan'20 | Jan'21 | Jan'22 | Jan'23 | Jan'24 | Jan'25 | Jan'26 |
|---|---|---|---|---|---|---|---|
| Cash from Operations | -7.37M | -6.08M | -35.4M | -22.31M | 6.85M | 36.68M | 71.44M |
| Operating CF Margin % | -7.64% | -4.05% | -14.87% | -6.28% | 1.45% | 6.18% | 9.68% |
| Operating CF Growth % | - | 17.45% | -482.2% | 36.98% | 130.71% | 435.47% | 94.76% |
| Net Income | -31.81M | -31.97M | -78.17M | -140.75M | -129.17M | -104.05M | -130.79M |
| Depreciation & Amortization | 645K | 1.59M | 2.77M | 4.62M | 6.96M | 10.12M | 41.27M |
| Stock-Based Compensation | 12.41M | 7.54M | 47.18M | 72.24M | 97.23M | 115.14M | 143.74M |
| Deferred Taxes | 57K | 60K | -80K | 495K | 0 | 0 | 0 |
| Other Non-Cash Items | 6.12M | 12.04M | 18.55M | 31.65M | 30.77M | 38.12M | 17.22M |
| Working Capital Changes | 5.22M | 4.66M | -25.66M | 9.43M | 1.05M | -22.65M | 0 |
| Change in Receivables | -12.59M | -12.35M | -29.82M | -14.65M | -14.01M | -5.36M | -22.71M |
| Change in Inventory | 6.5M | 14.38M | 0 | 0 | 0 | 0 | 0 |
| Change in Payables | -2.55M | -776K | 1.65M | 906K | 3.42M | -3.91M | -601K |
| Cash from Investing | -87.23M | 22.47M | 18.04M | -398.52M | -19.98M | -36.47M | -50.91M |
| Capital Expenditures | -2.55M | -4.35M | -4.38M | -16.7M | -9.76M | -13.23M | -9.59M |
| CapEx % of Revenue | 2.65% | 2.9% | 1.84% | 4.7% | 2.07% | 2.23% | 1.3% |
| Acquisitions | 830K | 1.89M | 2.06M | 1.26M | -16.32M | 0 | -181.85M |
| Investments | - | - | - | - | - | - | - |
| Other Investing | -830K | -1.89M | -2.06M | -1.26M | -3.57M | -3.81M | 116.97M |
| Cash from Financing | 1.26M | 4.87M | 467.91M | 11.33M | 13.11M | 11.7M | 22.96M |
| Debt Issued (Net) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Equity Issued (Net) | 0 | -214K | 462.26M | 0 | 0 | 11.7M | 0 |
| Dividends Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Share Repurchases | -8K | -214K | -5K | 0 | 0 | 0 | 0 |
| Other Financing | 1.26M | 5.08M | 5.65M | 11.33M | 13.11M | 0 | 22.96M |
| Net Change in Cash | -93.33M▲ 0% | 21.42M▲ 122.9% | 449.95M▲ 2001.0% | -410.35M▼ 191.2% | -492K▲ 99.9% | 11.46M▲ 2429.5% | 44.75M▲ 290.4% |
| Free Cash Flow | -9.92M▲ 0% | -10.43M▼ 5.2% | -39.77M▼ 281.3% | -39.01M▲ 1.9% | -6.49M▲ 83.4% | 23.45M▲ 461.5% | 61.85M▲ 163.8% |
| FCF Margin % | -10.29% | -6.95% | -16.71% | -10.98% | -1.37% | 3.95% | 8.38% |
| FCF Growth % | - | -5.17% | -281.26% | 1.91% | 83.38% | 461.54% | 163.8% |
| FCF per Share | -0.58 | -0.11 | -0.43 | -0.41 | -0.07 | 0.23 | 0.57 |
| FCF Conversion (FCF/Net Income) | 0.23x | 0.19x | 0.45x | 0.16x | -0.05x | -0.35x | -0.54x |
| Interest Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Taxes Paid | 176K | 472K | 299K | 365K | 309K | 2.94M | 0 |
Braze, Inc. (BRZE) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | - | - | -39.23% | -29.58% | -28.99% | -22.57% | -23.89% |
| Return on Invested Capital (ROIC) | - | - | -226.65% | -48.8% | -24.22% | -19.37% | -20.45% |
| Gross Margin | 62.97% | 63.71% | 67.02% | 67.41% | 68.73% | 69.13% | 67.15% |
| Net Margin | -33.01% | -21.29% | -32.84% | -39.6% | -27.38% | -17.48% | -17.79% |
| Debt / Equity | - | - | - | 0.11x | 0.20x | 0.18x | 0.13x |
| Interest Coverage | - | -93.19x | -211.95x | - | - | - | - |
| FCF Conversion | 0.23x | 0.19x | 0.45x | 0.16x | -0.05x | -0.35x | -0.54x |
| Revenue Growth | - | 55.86% | 58.49% | 49.32% | 32.74% | 25.78% | 24.4% |
Braze, Inc. (BRZE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 7, 2026·SEC
Mar 24, 2026·SEC
Feb 2, 2026·SEC
Braze, Inc. (BRZE) stock FAQ — growth, dividends, profitability & financials explained
Braze, Inc. (BRZE) reported $738.2M in revenue for fiscal year 2026. This represents a 666% increase from $96.4M in 2020.
Braze, Inc. (BRZE) grew revenue by 24.4% over the past year. This is strong growth.
Braze, Inc. (BRZE) reported a net loss of $131.3M for fiscal year 2026.
Braze, Inc. (BRZE) has a return on equity (ROE) of -23.9%. Negative ROE indicates the company is unprofitable.
Braze, Inc. (BRZE) generated $60.8M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
Braze, Inc. (BRZE) financial analysis — history, returns, DCA and operating performance tools
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates