
Investors interested in stocks from the Internet - Software sector have probably already heard of BILL Holdings (BILL) and Braze, Inc. (BRZE). But which of these two companies is the best option for those looking for undervalued stocks?
Braze Inc (Ticker: BRZE) is a premier customer engagement platform that empowers brands to establish meaningful connections with their customers through tailored experiences across diverse digital channels. Utilizing sophisticated data analytics, Braze enhances targeted messaging and mobile marketing strategies, essential for driving revenue growth and fostering customer loyalty. The platform's seamless integration capabilities enable businesses to refine their customer interactions in a competitive landscape, making Braze an indispensable partner for enterprises aiming to innovate their engagement strategies. With a strong commitment to evolving customer relationships, Braze is positioned to lead the future of digital engagement solutions.
| Revenue (TTM) | $787.12M |
| Gross Profit (TTM) | $523.12M |
| EBITDA | $-108.04M |
| Operating Margin | -13.00% |
| Return on Equity | -22.80% |
| Return on Assets | -7.58% |
| Revenue/Share (TTM) | $7.19 |
| Book Value | $5.20 |
| Price-to-Book | 4.61 |
| Price-to-Sales (TTM) | 3.49 |
| EV/Revenue | 3.018 |
| EV/EBITDA | -18.23 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 30.20% |
| Shares Outstanding | $112.63M |
| Float | $92.34M |
| % Insiders | 15.36% |
| % Institutions | 85.25% |
Volatility is currently contracting

Investors interested in stocks from the Internet - Software sector have probably already heard of BILL Holdings (BILL) and Braze, Inc. (BRZE). But which of these two companies is the best option for those looking for undervalued stocks?

Braze remains a compelling "Buy" despite a ~40% YTD decline, as the company delivers robust growth amid macro headwinds. BRZE defies weaker consumer spending and shrinking marketing budgets, maintaining strong customer engagement platform demand. Software sector weakness is driven by capital rotation into AI infrastructure, but I expect economic value to shift back to software applications.

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The pullback has been partly tied to fears that artificial intelligence (AI) could disrupt customer engagement software providers. But Braze's latest earnings release indicate a rebound underpinned by strength in clients, penetration, and cash flow, suggesting AI is becoming a demand driver rather than just a competitive threat.

Investors looking for stocks in the Internet - Software sector might want to consider either StoneCo Ltd. (STNE) or Braze, Inc. (BRZE).

Braze, Inc. (BRZE) Q1 2027 Earnings Call Transcript

NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE) the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced results for its fiscal quarter ended April 30, 2026. “We are off to a strong start in fiscal year 2027, delivering the fourth straight quarter of organic revenue acceleration, driven by strong demand for our AI-powered customer engagement platform,” said Bill Magnuson, cofounder and CEO of Braze. “The strong market momentum we experienced at t.

Investors with an interest in Internet - Software stocks have likely encountered both ZoomInfo (GTM) and Braze, Inc. (BRZE). But which of these two stocks presents investors with the better value opportunity right now?

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NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, announced today that it will release its financial results for the first quarter of the 2027 fiscal year after U.S. financial markets close on Wednesday, May 27, 2026. Braze will host a webcast conference call to discuss its financial results at 4:30 pm ET (1:30 pm PT) on the same day. The webcast will be available under the events section of its Investor si.