Is Braze Stock Outperforming Its Rivals?
Braze‘s stock has underperformed, down 12% over the past year. But how does the AI-driven customer engagement platform measure up against peers like Autodesk and Hitachi? A closer look reveals strong revenue growth of nearly 23% yet negative operating margins, though it sustains positive free cash flow. This mixed financial picture suggests a growth-focused strategy, potentially limiting immediate upside against more profitable software pure-plays.
- BRZE’s -19.9% operating margin, lowest (ADSK 23.9%), indicates heavy growth investment, sacrificing immediate profitability.
- BRZE’s 23.0% revenue growth, outpacing ADSK, signals strong market adoption, though it trails HIT in its dynamic sector.
- BRZE’s -11.6% stock decline (underperforming ADSK) and -26.2 PE reflect investor skepticism on its path to profitability despite growth.
Here’s how Braze stacks up across size, valuation, and profitability versus key peers.
| BRZE | ADSK | HIT | |
|---|---|---|---|
| Market Cap ($ Bil) | 3.1 | 67.7 | 0.1 |
| Revenue ($ Bil) | 0.7 | 6.9 | 0.0 |
| PE Ratio | -26.2 | 60.9 | 43.6 |
| LTM Revenue Growth | 23.0% | 15.6% | 55.1% |
| LTM Operating Margin | -19.9% | 23.9% | 4.5% |
| LTM FCF Margin | 8.6% | 30.2% | -2.6% |
| 12M Market Return | -11.6% | -1.3% |
For more details on Braze, read Buy or Sell BRZE Stock. Below we compare BRZE’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| BRZE | 23.0% | 25.8% | 32.7% | 49.3% | |
| ADSK | 15.6% | 11.5% | 9.8% | 14.1% | |
| HIT | 55.1% | – | 1.8% | 231.9% | � |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| BRZE | -19.9% | -20.6% | -30.7% | -41.7% | |
| ADSK | 23.9% | 22.3% | 20.5% | 19.8% | |
| HIT | 4.5% | – | 5.1% | 17.7% | 3.6% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| BRZE | -26.2 | -41.3 | -40.3 | -18.6 | |
| ADSK | 60.9 | 57.1 | 57.5 | 49.0 | |
| HIT | 43.6 | – | 414.0 | � | � |
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