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BRZE vs NET

Side-by-side comparison of Braze Inc. (BRZE) and Cloudflare Inc. (NET): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BRZE and NET operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
  • NET is the larger of the two at $98.14B, about 30.2x BRZE ($3.25B).
  • Over the past year, BRZE is down 7.6% and NET is up 40.4% - NET leads by 48.0 points.
  • NET has been more active in the news (26 items in the past 4 weeks vs 9 for BRZE).
  • Both have 25 recent analyst ratings on file.
PerformanceBRZE-7.56%NET+40.42%
2025-07-21+0.00%2026-07-17
MetricBRZENET
Company
Braze Inc.
Cloudflare Inc.
Price
$26.49+1.13%
$277.63+1.93%
Market cap
$3.25B
$98.14B
1M return
+25.19%
+20.23%
1Y return
-7.56%
+40.42%
Industry
Computer Software: Prepackaged Software
Computer Software: Prepackaged Software
Exchange
NASDAQ
NYSE
IPO
2021
2019
News (4w)
9
26
Recent ratings
25
25
BRZE

Braze Inc.

Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. It provides data ingestion products, such as Braze software development kits that automatically manage data ingestion and the delivery of mobile and web notifications, in-application/in-browser interstitial messages, and content cards, as well as can be integrated into a range of digital interfaces and application development frameworks; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; and partner cohort syncing, which allow brands to sync user cohorts from partners. The company also offers classification products, including segmentation that can define reusable segments of consumers based upon attributes, events, or predictive propensity scores; segment insights, which allows customers to analyze how segments are performing relative to each other across a set of pre-selected key performance indicators, as well as helps to understand the factors that determine which consumers belong to a particular segment; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, it provides orchestration products, which include Canvas, an orchestration tool that allows customers to create journeys, map out multi-steps, and cross-channel messaging experiences comprise onboarding flows, nurture campaigns, win-back strategies, and others; campaigns, which allow customers to send one set of single-channel or multi-channel messages to be delivered to customers in a particular user segment; and event and API triggering, frequency capping and rate limiting, intelligent selection, reporting and analytics, personalization, and action products. The company was formerly known as Appboy, Inc. and changed its name to Braze, Inc. in November 2017. Braze, Inc. was incorporated in 2011 and is headquartered in New York, New York.

NET

Cloudflare Inc.

CloudFlare, Inc. operates a cloud platform that delivers a range of network services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and Internet of Things (IoT) devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery, intelligent routing, and mobile software development kit, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, and always online solutions that enhances Internet experience and allows customers to run their digital operations efficiently. Further, the company provides Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to Cloudflare's network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it offers developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, and analytics; Consumer DNS Resolver, a consumer application to browse the Internet; and Consumer VPN for consumers designed to secure and accelerate traffic on mobile devices. The company serves customers in technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. It has a strategic agreement with Baidu, Inc. and JD Cloud & AI. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.

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