Last updated:
LIVE
BRZE
Braze, Inc. · Technology - Customer Engagement Platform
$24.92
+8.68% this month
VERSUS
⟷
COMPARE
KVYO
Klaviyo, Inc. · Technology - E-Commerce Marketing Automation
$17.84
+9.05% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
BRZE
2
KVYO
2
Comparison scoreboard
MIXED SETUPAI Score
BRZE ✓22.7
KVYO 22.4
1Y Return
BRZE ✓-10.58%
KVYO -42.64%
Fwd P/E
BRZE 26.51
KVYO ✓17.44
Target Up.
BRZE +34.10%
KVYO ✓+60.48%
Op. Margin
BRZE N/A
KVYO N/A
Metrics last refreshed: 8/4/2026
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 8/4/2026
BRZE and KVYO are closely matched — they split the tracked metrics evenly. BRZE has delivered stronger 1-year price return (-10.58% vs -42.64%), though KVYO has the better forward P/E setup (17.44x vs 26.51x for BRZE). Analyst consensus implies meaningfully more upside for KVYO (+60.48%) than for BRZE (+34.10%).
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$34.45
current price$24.92
+34.1% upside to analyst mean
KVYO · 21 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.3/5.0)
Price target range
analyst low$17.00
analyst high$37.00
analyst mean$29.05
current price$17.84
+60.5% 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 | 22.7 | 22.4 |
| AI rank | #3922 | #4056 |
| Latest close | $24.92 | $17.84 |
| 1M return | +8.68% | +9.05% |
| 6M return | +14.26% | -20.07% |
| 1Y return | -10.58% | -42.64% |
$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 | $8.94K (-10.6%) started 2025-07-31 | $5.74K (-42.6%) started 2025-07-31 |
| 5Y ago | $2.67K (-73.3%) started 2021-11-17 | $5.45K (-45.5%) started 2023-09-20 |
| 10Y ago | $2.67K (-73.3%) started 2021-11-17 | $5.45K (-45.5%) started 2023-09-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | BRZE | KVYO |
|---|---|---|
| Market cap | $2.89B | $5.42B |
| Trailing P/E | N/A | N/A |
| Forward P/E | 26.51 | 17.44 |
| Price/Sales | 3.68 | 4.13 |
| EV/Revenue | 3.29 | 3.47 |
| Analyst target | $34.45 | $29.05 |
| Target upside | +34.10% | +60.48% |
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 | 0.83 | 0.54 |
| 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 drawdown64.20%
BRZE max wkly drop23.41%
KVYO max wkly drop38.06%
5Y risk snapshot
BRZE max drawdown83.23%
KVYO max drawdown73.86%
BRZE max wkly drop36.39%
KVYO max wkly drop38.06%
10Y risk snapshot
BRZE max drawdown83.23%
KVYO max drawdown73.86%
BRZE max wkly drop36.39%
KVYO max wkly drop38.06%
Performance metrics by period
| Period | Metric | BRZE | KVYO |
|---|---|---|---|
| 1Y | Growth | -10.58% | -42.64% |
| CAGR | -10.59% | -42.66% | |
| Sharpe ratio | 0.11 | -0.47 | |
| Max drawdown | 56.37% | 64.20% | |
| Max daily drop | 11.73% | 32.23% | |
| Max wkly drop | 23.41% | 38.06% | |
| 5Y | Growth | -73.32% | -45.54% |
| CAGR | -24.50% | -19.14% | |
| Sharpe ratio | -0.18 | -0.10 | |
| Max drawdown | 83.23% | 73.86% | |
| Max daily drop | 19.40% | 32.23% | |
| Max wkly drop | 36.39% | 38.06% | |
| 10Y | Growth | -73.32% | -45.54% |
| CAGR | -24.50% | -19.14% | |
| Sharpe ratio | -0.18 | -0.10 | |
| Max drawdown | 83.23% | 73.86% | |
| 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
Frequently asked questions
Free public comparison
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.
Related comparisons
More comparisons
Browse all 1,000 comparisons →