Braze (NASDAQ:BRZE – Get Free Report) and Guidewire Software (NYSE:GWRE – Get Free Report) are both computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their earnings, valuation, profitability, analyst recommendations, dividends, institutional ownership and risk.
Valuation and Earnings
This table compares Braze and Guidewire Software”s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Braze | $593.41 million | 5.69 | -$103.74 million | ($1.10) | -27.34 |
| Guidewire Software | $1.20 billion | 13.09 | $69.80 million | $1.05 | 176.36 |
Volatility and Risk
Braze has a beta of 1.08, suggesting that its stock price is 8% more volatile than the S&P 500. Comparatively, Guidewire Software has a beta of 1.08, suggesting that its stock price is 8% more volatile than the S&P 500.
Analyst Ratings
This is a breakdown of current recommendations and price targets for Braze and Guidewire Software, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Braze | 1 | 1 | 21 | 1 | 2.92 |
| Guidewire Software | 1 | 4 | 11 | 1 | 2.71 |
Braze presently has a consensus price target of $46.95, suggesting a potential upside of 56.14%. Guidewire Software has a consensus price target of $269.50, suggesting a potential upside of 45.53%. Given Braze’s stronger consensus rating and higher probable upside, equities analysts plainly believe Braze is more favorable than Guidewire Software.
Institutional and Insider Ownership
90.5% of Braze shares are owned by institutional investors. 18.2% of Braze shares are owned by company insiders. Comparatively, 0.5% of Guidewire Software shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Profitability
This table compares Braze and Guidewire Software’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Braze | -16.85% | -17.87% | -10.05% |
| Guidewire Software | 7.23% | 10.15% | 5.49% |
Summary
Guidewire Software beats Braze on 8 of the 13 factors compared between the two stocks.
About Braze
Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, which allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; and Braze Cloud Data Ingestion that enables brands to harness their customer data. It 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; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, the company provides Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences; campaigns, which allows customers to send one set of single-channel or multi-channel messages to be delivered to customers in a particular user segment; event and API triggering; marketing pressure management; and reporting and analytics. Further, it offers personalization products, such as liquid templating platform, connected content platform, content blocks, intelligent timing and channel, personalized variant, and AI item recommendations, and catalogs; 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.
About Guidewire Software
Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers worldwide. The company offers Guidewire InsuranceSuite Cloud, such as PolicyCenter Cloud, BillingCenter Cloud, and ClaimCenter Cloud applications. It also provides Guidewire InsuranceNow, a cloud-based platform that offers policy, billing, and claims management functionality to insurers; and Guidewire InsuranceSuite for Self-Managed. In addition, the company offers Guidewire Rating Management to manage the pricing of insurance products; and Guidewire Reinsurance Management to use rules-based logic to execute reinsurance strategy through underwriting and claims processes. Further, it provides Guidewire Underwriting Management, a cloud-based integrated business application; Guidewire AppReader, a submission intake management solution; Guidewire ClaimCenter Package for the London market supports the claims workflow used by London Market insurers and brokers; Guidewire Digital Engagement Applications, which enable insurers to provide digital experiences to customers, agents, vendors, and field personnel through their device of choice; and Guidewire for Salesforce to provide customer information regarding policies and claims. Additionally, the company offers Guidewire Predict, a P&C-specific machine-learning platform; Guidewire HazardHub that allows insurers to understand, assess, price, and manage property risk; Guidewire Canvas, Guidewire Compare, and Guidewire Explore cloud-native applications; and Guidewire Cyence, a cyber-risk economic modeling product. The company was incorporated in 2001 and is headquartered in San Mateo, California.
Receive News & Ratings for Braze Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Braze and related companies with MarketBeat.com's FREE daily email newsletter.
