Braze, Inc. (BRZE) vs SPS Commerce, Inc. (SPSC)
Braze, Inc. and SPS Commerce, Inc. are both Software Application companies. Braze, Inc. and SPS Commerce, Inc. are of similar size ($3.0B and $2.8B). Braze, Inc. has negative trailing earnings, so its P/E is not meaningful; SPS Commerce, Inc. trades at 39.1×. Braze, Inc. grew revenue faster over the last twelve months: 27.4% against 9.80%. SPS Commerce, Inc. has the higher net margin (10.1% vs −13.6%) and the higher return on invested capital (8.07% vs −34.7%). Across the 20 metrics below, SPS Commerce, Inc. leads on 16 and Braze, Inc. on 4.
Valuation
Profitability
| Metric | BRZE | SPSC | Software Application median |
|---|---|---|---|
| Gross margin | 66.30% | 69.82% | 67.03% |
| Operating margin | (13.36%) | 12.80% | 0.00% |
| Net margin | (13.55%) | 10.10% | 0.00% |
| Free cash flow margin | 9.61% | 25.72% | 4.32% |
| Return on equity | (18.86%) | 8.26% | 0.00% |
| Return on assets | (10.50%) | 6.94% | 0.00% |
| Return on invested capital | (34.68%) | 8.07% | 0.00% |
Growth
Health
Dividend
Size
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