Bandwidth vs Braze
BAND and BRZE side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How BAND and BRZE compare
Braze is the larger company, worth 3.7 times as much as Bandwidth ($5.3B against $1.4B).
Braze grew revenue faster over the last twelve months (27.4% versus 15.1% for Bandwidth).
Bandwidth keeps more of each dollar of sales as profit, with a net margin of 1.0% compared with −13.6% at Braze.
Braze scores higher on the StockData Score (10 against 7 for Bandwidth), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | BAND | BRZE |
|---|---|---|
| Size and price | ||
| Market cap | $1.4B | $5.3B |
| Share price | $43.76 | $46.64 |
| Change, 1 year | 202% | 58.8% |
| Change, 5 years | −36.4% | −50.5% |
| Beta (5Y) | 2.10 | 1.80 |
| Employees | 1,100 | 1,988 |
| StockData Score | ||
| Total score | 7 | 10 (better) |
| Valuation score | 0 | 0 |
| Growth score | 2 | 3 (better) |
| Performance score | 3 (better) | 1 |
| Health score | 2 | 6 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | 1.6× (better) | 6.4× |
| P/B | 3.7× (better) | 8.8× |
| P/FCF | – | 62.6× |
| FCF yield | – | 1.6% |
| Fair value | $27.51 | $28.28 |
| Margin of safety | −59.1% (better) | −64.9% |
| Growth | ||
| Revenue growth (TTM) | 15.1% | 27.4% (better) |
| Revenue growth, 5Y average | 17.0% | 37.5% (better) |
| Profitability | ||
| Gross margin | 36.7% | 66.3% (better) |
| Operating margin | −1.3% (better) | −13.4% |
| Net margin | 1.0% (better) | −13.6% |
| FCF margin | – | 10.1% |
| Return on equity | 2.3% (better) | −18.9% |
| Return on invested capital | −1.7% (better) | −18.6% |
| Financial health | ||
| Debt / equity | 0.81 (better) | 0.00 |
| Current ratio | 1.92 (better) | 1.27 |
| Altman Z-score | 2.03 | 5.60 (better) |
| Piotroski F-score | 6 (better) | 4 |
| Dividends and buybacks | ||
| Dividend yield | 0.00% | – |
| Years of dividend growth | 0 | – |
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 94.8% | 88.7% |
| Held by insiders | 1.6% | 12.5% |
| Insider net buying, 12 months | −$19.8M (better) | −$25.3M |
| Short interest, % of float | 14.7% | 5.6% |
Go deeper
- BAND stock overview
- BAND income statement
- BAND valuation and score
- BRZE stock overview
- BRZE income statement
- BRZE valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.