Braze, Inc.

BIT:1BRZE Stock Report

Market Cap: €2.9b

Braze Valuation

Is 1BRZE undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

What is the Fair Price of 1BRZE when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Fair Value: 1BRZE (€25.61) is trading below our estimate of fair value (€25.89)

Significantly Below Fair Value: 1BRZE is trading below fair value, but not by a significant amount.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 1BRZE?

Key metric: As 1BRZE is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 1BRZE. This is calculated by dividing 1BRZE's market cap by their current revenue.
What is 1BRZE's PS Ratio?
PS Ratio4.9x
SalesUS$693.41m
Market CapUS$3.37b

Price to Sales Ratio vs Peers

How does 1BRZE's PS Ratio compare to its peers?

The above table shows the PS ratio for 1BRZE vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average3.1x
TXT TXT e-solutions
1.1x10.17%€393.0m
SYS SYS-DAT
2.5x9.59%€201.5m
EXAI Expert.ai
6.2x18.08%€212.6m
AIW Almawave
2.8x17.33%€128.6m
1BRZE Braze
4.9x14.48%€3.4b

Price-To-Sales vs Peers: 1BRZE is expensive based on its Price-To-Sales Ratio (4.9x) compared to the peer average (3.1x).

Historical Price to Sales Ratio

Historical Price to Sales Ratio compares a stock's price to its sales over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Sales Ratio vs Industry

How does 1BRZE's PS Ratio compare vs other companies in the IT Software Industry?

1 CompanyPrice / SalesEstimated GrowthMarket Cap
S3D Solid World Group
0.3x9.85%US$19.51m
No more companies available in this PS range
1BRZE 4.9xIndustry Avg. 2.4xNo. of Companies6PS0246810+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 1BRZE is expensive based on its Price-To-Sales Ratio (4.9x) compared to the European Software industry average (2.3x).

Price to Sales Ratio vs Fair Ratio

What is 1BRZE's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

1BRZE PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio4.9x
Fair PS Ratio9.4x

Price-To-Sales vs Fair Ratio: 1BRZE is good value based on its Price-To-Sales Ratio (4.9x) compared to the estimated Fair Price-To-Sales Ratio (9.4x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 1BRZE forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€25.61
€40.13
+56.71%
13.63%€58.44€32.66n/a20
Jan ’27€30.07
€39.75
+32.20%
13.63%€57.88€32.35n/a20
Dec ’26€24.57
€38.68
+57.43%
15.67%€58.66€32.78n/a19
Nov ’26€24.33
€38.60
+58.65%
15.67%€58.53€32.71n/a19
Oct ’26€24.04
€38.21
+58.96%
15.67%€57.95€32.38n/a19
Sep ’26€23.55
€37.66
+59.91%
16.91%€58.20€29.96n/a18
Aug ’26€22.91
€38.26
+67.00%
14.98%€57.81€32.31n/a18
Jul ’26€23.29
€38.21
+64.04%
14.98%€57.73€32.26n/a18
Jun ’26€32.56
€43.99
+35.12%
17.87%€66.06€33.47n/a19
May ’26€27.46
€45.22
+64.69%
19.14%€65.96€33.42n/a19
Apr ’26n/a
€49.37
0%
15.89%€69.52€37.08n/a19
Mar ’26n/a
€50.05
0%
17.37%€71.51€37.18n/a18
Feb ’26n/a
€50.05
0%
17.37%€71.51€37.18n/a18
Jan ’26n/a
€50.05
0%
17.37%€71.51€37.18€30.0718
Dec ’25n/a
€49.37
0%
23.21%€71.59€28.64€24.5718
Nov ’25n/a
€49.83
0%
22.83%€69.21€27.68€24.3318
Oct ’25n/a
€52.75
0%
14.89%€67.39€40.43€24.0417
Sep ’25n/a
€54.29
0%
11.41%€67.01€45.57€23.5517
Aug ’25n/a
€56.25
0%
13.09%€73.35€46.76€22.9117
Jul ’25n/a
€56.58
0%
13.62%€74.06€44.44€23.2917
Jun ’25n/a
€58.62
0%
11.66%€73.74€46.09€32.5617
May ’25n/a
€62.39
0%
10.42%€75.10€46.94€27.4618
Apr ’25n/a
€62.95
0%
8.45%€74.16€53.77n/a18
Mar ’25n/a
€63.81
0%
7.94%€73.43€55.07n/a18
Feb ’25n/a
€63.81
0%
7.94%€73.43€55.07n/a18
Jan ’25n/a
€63.90
0%
8.06%€74.09€55.57n/a17
€39.77
Fair Value
35.6% undervalued intrinsic discount
20
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/12 23:38
End of Day Share Price 2026/01/12 00:00
Earnings2025/10/31
Annual Earnings2025/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Braze, Inc. is covered by 28 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Raimo LenschowBarclays
Ryan MacWilliamsBarclays
Nicholas AltmannBTIG