Braze, Inc. (BRZE)

From the record

Braze, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Braze, Inc.'s 7 filed years say what it did: revenue went from $96 million in fiscal 2020 to $738 million in fiscal 2026, up 40.4% a year; it rose in 6 of 6 years; it never fell from a peak; net income was positive in 0 of 7 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-01-31, Braze, Inc.'s diluted share count grew about 4.5% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 44 sales (42 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-02 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-01-31, Braze, Inc. lost about 21 cents for every dollar of shareholders' money, and gross profitability: its products earned about 45 cents per dollar of everything the company owns. Leverage: it owed about 44 cents per dollar of assets, and net share issuance: its share count grew 5.6% over the year (the filed statements).

From the record

Braze, Inc.'s standing among 218 graded names in its industry family: revenue of $738 million in fiscal 2026 ranks in the top 40% by size; a net margin of -17.8% ranks in the bottom 32%; revenue growth of 27.6% a year over the last 3 filed years ranks in the top 19% (its annual reports).

From the record

Braze, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $128 million against no long-term debt tagged leaves 11.5% of its assets as net cash, bottom 46% of its family; cash from operations less capital spending is 8.4% of revenue (bottom 41%); a gross margin of 67.1% (bottom 44%); research spending of 22.6% of revenue (top 43%) (its annual report).

From the record

Braze, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 27.6% a year over the last three filed years against 40.4% over all 7, slowing (bottom 31% of its family); the newest year grew 24.4% (top 24%); research spending grew 19.8% a year (top 18%); capital spending grew -14.7% a year (bottom 33%) (its annual reports). Braze, Inc. reported 2 product lines in fiscal 2026: Subscription Revenue at $702 million (95%), Professional Services Revenue at $36 million (5%); 2 of 2 grew against the year before (its annual report).

From the record

Braze, Inc.'s newest year against its own record: revenue of $738 million in fiscal 2026 came in 3.7% below the $767 million its prior three years' pace pointed to (bottom 35% of its family); net income of $131 million against a prior three-year average of $124 million (bottom 26%); a net margin of -17.8% against -28% before (top 46%) (its annual reports).