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BRZE
Braze, Inc. · Technology - Customer Engagement Platform
$20.06
-7.81% this month
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KVYO
Klaviyo, Inc. · Technology - E-Commerce Marketing Automation
$13.25
-9.86% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
BRZE
2
KVYO
2
Comparison scoreboard
MIXED SETUPAI Score
BRZE ✓22.6
KVYO 21.8
1Y Return
BRZE ✓-25.21%
KVYO -60.83%
Fwd P/E
BRZE 20.55
KVYO ✓12.81
Target Up.
BRZE +71.49%
KVYO ✓+120.58%
Op. Margin
BRZE N/A
KVYO N/A
Metrics last refreshed: 6/20/2026
Quick take
BRZE vs KVYO Stock Comparison: AI Score, Valuation, Performance and Upside
BRZE (Braze) and KVYO (Klaviyo) are both customer engagement platforms but serve different customer profiles and channels — Braze is a broader cross-channel enterprise platform for sophisticated omnichannel orchestration, while Klaviyo is a more focused e-commerce email/SMS specialist with deep Shopify integration. Both have high net revenue retention from deeply integrated marketing workflows.
BRZE vs KVYO is a direct customer engagement platform comparison — Braze's broader enterprise omnichannel orchestration versus Klaviyo's specialized e-commerce email/SMS with measurable ROI and Shopify ecosystem distribution.
Live analysis · updated 6/20/2026
BRZE and KVYO are closely matched — they split the tracked metrics evenly. BRZE has delivered stronger 1-year price return (-25.21% vs -60.83%), though KVYO trades at the lower forward P/E (12.81x vs 20.55x). Analyst consensus implies meaningfully more upside for KVYO (+120.58%) than for BRZE (+71.49%).
Normalized 1Y performance
BRZE
KVYO
Recent returns
BRZE
KVYO
Analyst price targets & sentiment
BRZE · 20 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.3/5.0)
Price target range
analyst low$27.00
analyst high$50.00
analyst mean$34.40
current price$20.06
+71.5% upside to analyst mean
KVYO · 22 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.3/5.0)
Price target range
analyst low$17.00
analyst high$37.00
analyst mean$29.23
current price$13.25
+120.6% upside to analyst mean
Who should consider this stock?
BRZE may suit investors who:
- →Want a cross-channel enterprise customer engagement platform with real-time orchestration across email, push, in-app, SMS, and emerging channels
- →Value Braze's enterprise relationships and strong net revenue retention in deeply integrated marketing workflow deployments
- →See Braze's AI-powered personalization and journey orchestration as differentiating the platform for sophisticated enterprise marketing teams
KVYO may suit investors who:
- →Want e-commerce marketing automation exposure with direct measurable ROI from email and SMS campaigns for Shopify merchants
- →Value Klaviyo's data advantage from deep e-commerce platform integration enabling superior purchase behavior-based segmentation
- →See the Shopify ecosystem as a massive distribution channel creating viral, cost-efficient customer acquisition for Klaviyo
Performance & AI score
| Metric | BRZE | KVYO |
|---|---|---|
| AI score | 22.6 | 21.8 |
| AI rank | #4048 | #4620 |
| Latest close | $20.06 | $13.25 |
| 1M return | -7.81% | -9.86% |
| 6M return | -42.22% | -55.82% |
| 1Y return | -25.21% | -60.83% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BRZE | KVYO |
|---|---|---|
| 1Y ago | $7.48K (-25.2%) started 2025-06-18 | $3.92K (-60.8%) started 2025-06-18 |
| 5Y ago | $2.15K (-78.5%) started 2021-11-17 | $4.04K (-59.6%) started 2023-09-20 |
| 10Y ago | $2.15K (-78.5%) started 2021-11-17 | $4.04K (-59.6%) started 2023-09-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | BRZE | KVYO |
|---|---|---|
| Market cap | $2.26B | $3.97B |
| Trailing P/E | N/A | N/A |
| Forward P/E | 20.55 | 12.81 |
| Price/Sales | 2.87 | 3.02 |
| EV/Revenue | 2.64 | 2.50 |
| Analyst target | $34.40 | $29.23 |
| Target upside | +71.49% | +120.58% |
Growth, profitability & risk
| Metric | BRZE | KVYO |
|---|---|---|
| Revenue growth | 30.20% | 27.90% |
| Earnings growth | N/A | N/A |
| EPS growth | N/A | N/A |
| FCF margin | +23.70% | +18.41% |
| Operating margin | N/A | N/A |
| Profit margin | -15.51% | -0.66% |
| ROIC proxy | -22.81% | -0.78% |
| Return on equity | -22.81% | -0.78% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 0.82 | 0.62 |
| Debt/equity | 13.97 | 10.16 |
| Current ratio | 1.24 | 4.23 |
| Quick ratio | 1.16 | 3.90 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
BRZE max drawdown56.37%
KVYO max drawdown63.11%
BRZE max wkly drop23.41%
KVYO max wkly drop38.06%
5Y risk snapshot
BRZE max drawdown83.23%
KVYO max drawdown73.06%
BRZE max wkly drop36.39%
KVYO max wkly drop38.06%
10Y risk snapshot
BRZE max drawdown83.23%
KVYO max drawdown73.06%
BRZE max wkly drop36.39%
KVYO max wkly drop38.06%
Performance metrics by period
| Period | Metric | BRZE | KVYO |
|---|---|---|---|
| 1Y | Growth | -25.21% | -60.83% |
| CAGR | -25.22% | -60.86% | |
| Sharpe ratio | -0.19 | -1.07 | |
| Max drawdown | 56.37% | 63.11% | |
| Max daily drop | 11.73% | 32.23% | |
| Max wkly drop | 23.41% | 38.06% | |
| 5Y | Growth | -78.52% | -59.55% |
| CAGR | -28.51% | -28.11% | |
| Sharpe ratio | -0.27 | -0.29 | |
| Max drawdown | 83.23% | 73.06% | |
| Max daily drop | 19.40% | 32.23% | |
| Max wkly drop | 36.39% | 38.06% | |
| 10Y | Growth | -78.52% | -59.55% |
| CAGR | -28.51% | -28.11% | |
| Sharpe ratio | -0.27 | -0.29 | |
| Max drawdown | 83.23% | 73.06% | |
| Max daily drop | 19.40% | 32.23% | |
| Max wkly drop | 36.39% | 38.06% |
Business comparison
| Category | BRZE | KVYO |
|---|---|---|
| Company | Braze, Inc. | Klaviyo, Inc. |
| Sector | Technology - Customer Engagement Platform | Technology - E-Commerce Marketing Automation |
| Industry | N/A | N/A |
| Core business | Braze provides a customer engagement platform that enables marketers to orchestrate personalized, real-time messaging across email, push notifications, in-app messages, SMS, WhatsApp, and connected channels — serving mid-market and enterprise brands in retail, media, financial services, and technology. | Klaviyo provides email and SMS marketing automation specialized for e-commerce businesses, deeply integrated with Shopify and other e-commerce platforms to enable data-driven, conversion-focused campaigns based on purchase history, cart abandonment, and customer lifecycle events. |
| Investor focus | Investors track Braze's annual recurring revenue (ARR) growth, net revenue retention above 120%, enterprise account expansion, and the platform's AI-powered personalization and journey orchestration capabilities. | Investors track Klaviyo's customer growth among e-commerce brands, ARPU expansion, net revenue retention, and the relationship with Shopify as both a distribution channel and ecosystem integration. |
BRZE strengths
- →Cross-channel orchestration across email, push, in-app, SMS, and emerging channels provides a unified engagement platform versus point solutions for each channel
- →Real-time data streaming and trigger-based campaigns enable highly personalized 1:1 messaging at the moment of user action — not batch-and-blast campaigns
- →Strong net revenue retention reflects deep integration into customer lifecycle marketing workflows — switching platforms is disruptive and expensive
KVYO strengths
- →Deep e-commerce data integration provides superior segmentation and personalization capabilities for e-commerce brands compared to generic marketing automation platforms
- →Shopify partnership creates viral distribution as Klaviyo is recommended to every new Shopify merchant
- →E-commerce businesses generate measurable ROI from Klaviyo campaigns — abandoned cart recovery, win-back flows, and product recommendations directly drive trackable revenue
Risks to watch — BRZE
- →Braze's customer engagement platform competes against Salesforce Marketing Cloud, Adobe Campaign, and MoEngage for enterprise marketing platform budgets
- →Platform breadth means higher implementation complexity — Braze requires significant integration work and expertise to deploy effectively
- →AI-driven marketing automation features from competitors could commoditize some Braze capabilities over time
Risks to watch — KVYO
- →Shopify dependence creates concentration risk — a shift in Shopify's platform strategy or competing native marketing tools could affect Klaviyo's distribution
- →Focused primarily on email and SMS rather than Braze's broader channel orchestration — enterprise brands requiring omnichannel engagement may prefer platforms like Braze
- →Competition from Attentive (SMS specialist), Mailchimp, and ActiveCampaign in the e-commerce email/SMS marketing automation market
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