Compare · BRZE vs NET
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.
- 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
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.
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.
Latest BRZE
- Chief Business Officer Malik Astha sold $1,357,603 worth of shares (51,440 units at $26.39) as part of a pre-agreed trading plan, decreasing direct ownership by 14% to 311,794 units (SEC Form 4)
- Chief Technology Officer Hyman Jonathan sold $868,615 worth of shares (33,768 units at $25.72) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 1,283,459 units (SEC Form 4)
- Braze Inc. filed SEC Form 8-K: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Submission of Matters to a Vote of Security Holders, Financial Statements and Exhibits
- Director Wassenaar Yvonne was granted 7,753 shares, increasing direct ownership by 72% to 18,513 units (SEC Form 4)
- Director Levy Tara Walpert was granted 7,753 shares, increasing direct ownership by 8% to 101,993 units (SEC Form 4)
- Director Obstler David M was granted 7,753 shares, increasing direct ownership by 11% to 75,805 units (SEC Form 4)
- Director Fernandez Phillip M was granted 7,753 shares, increasing direct ownership by 38% to 28,055 units (SEC Form 4)
- Director Machado Fernando was granted 7,753 shares, increasing direct ownership by 55% to 21,723 units (SEC Form 4)
- Director Agrawal Neeraj was granted 7,753 shares, increasing direct ownership by 4% to 202,522 units (SEC Form 4)
- Chief Technology Officer Hyman Jonathan gifted 500,000 shares and received a gift of 500,000 shares, decreasing direct ownership by 28% to 1,317,227 units (SEC Form 4)
Latest NET
- Chief Financial Officer Seifert Thomas J covered exercise/tax liability with 2,943 shares, converted options into 10,000 shares and sold $2,769,195 worth of shares (10,000 units at $276.92) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 113,790 units (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Ottawa Just Picked This Small Canadian Company to Represent Its Quantum Technology in Europe
- SEC Form 4 filed by President and Board Co-Chair Zatlyn Michelle
- President and Board Co-Chair Zatlyn Michelle converted options into 99,064 shares and sold $27,419,061 worth of shares (99,064 units at $276.78) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Date of Second Quarter 2026 Financial Results
- Cloudflare Introduces Precursor; One-Click Behavioral Defense Against Modern Bots
- Director Ledbetter Carl sold $1,340,547 worth of shares (5,000 units at $268.11) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Research Pilot with OpenAI
- Director Graham-Cumming John exercised 2,520 shares at a strike of $44.72 and sold $623,156 worth of shares (2,520 units at $247.28) as part of a pre-agreed trading plan (SEC Form 4)