GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME

BRZE · Jul 31, 2026

Braze, Inc.. A multidimensional configuration derived from the filing available at this observation—never a composite score or recommendation.

STATE CAPABILITYLEVEL 4[email protected]

Inspectable configuration

State dimensions

Filing0001676238-26-000040General Corporate

Capex intensity22thOwn-history percentile · N=18

Evidence method

Level · gp.fundamentals.capex_revenue_ratio

0.51% · OPTIONAL · VALID

Operating cash generation67thOwn-history percentile · N=18

Evidence method

Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue

10.66% · OPTIONAL · VALID

Revenue growth40thOwn-history percentile · N=15

Evidence method

Yoy · gp.fundamentals.revenue

26.16% · CORE · VALID

Gross margin11thOwn-history percentile · N=19

Evidence method

Level · gp.fundamentals.gross_margin

66.83% · CORE · VALID

Operating margin100thOwn-history percentile · N=19

Evidence method

Level · gp.fundamentals.operating_margin

-7.98% · CORE · VALID

R&D intensity5thOwn-history percentile · N=19

Evidence method

Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue

19.92% · OPTIONAL · VALID

SBC intensity5thOwn-history percentile · N=19

Evidence method

Level · gp.fundamentals.sbc_revenue_ratio

15.69% · OPTIONAL · VALID

As-filed lineage

Fundamental state history

Each observation is tied to the filing and facts available at that report date. Amendments remain separate.

History20 statesSelf-history eligible

Period transition

What moved in the state?

Capex Intensity Increased

Previous: 0.05%
Current: 0.51%
Delta: 0.46%

Cash Generation Decreased

Previous: 13.33%
Current: 10.66%
Delta: -2.67%

Growth Decreased

Previous: 30.20%
Current: 26.16%
Delta: -4.04%

Margin Increased

Previous: 65.72%
Current: 66.83%
Delta: 1.11%

Profitability Increased

Previous: -13.04%
Current: -7.98%
Delta: 5.06%

R And D Intensity Decreased

Previous: 21.85%
Current: 19.92%
Delta: -1.92%

Sbc Intensity Decreased

Previous: 16.97%
Current: 15.69%
Delta: -1.28%

Self-history only

Previous similar states

Similarity compares compatible valid dimensions from this issuer's own point-in-time history. No market-return claim is attached.

Apr 30, 2026

Similarity: 91%
Compared: 7 dimensions
Coverage: 100%

Growth 10.0 · Margin 10.5 · Profitability 0.0 · Sbc Intensity 0.3 · Capex Intensity 16.3 · Cash Generation 9.8 · R And D Intensity 5.8

Oct 31, 2025

Similarity: 82%
Compared: 7 dimensions
Coverage: 100%

Growth 15.0 · Margin 8.2 · Profitability 12.5 · Sbc Intensity 26.0 · Capex Intensity 4.4 · Cash Generation 6.7 · R And D Intensity 32.2

Apr 30, 2025

Similarity: 75%
Compared: 7 dimensions
Coverage: 100%

Growth 40.0 · Margin 32.3 · Profitability 28.6 · Sbc Intensity 9.0 · Capex Intensity 14.5 · Cash Generation 17.9 · R And D Intensity 16.2

Oct 31, 2024

Similarity: 68%
Compared: 7 dimensions
Coverage: 100%

Growth 40.0 · Margin 64.5 · Profitability 16.7 · Sbc Intensity 3.1 · Capex Intensity 5.1 · Cash Generation 30.3 · R And D Intensity 3.1

Jan 31, 2024

Similarity: 63%
Compared: 6 dimensions
Coverage: 86%

Margin 56.1 · Profitability 22.2 · Sbc Intensity 50.3 · Capex Intensity 15.3 · Cash Generation 8.3 · R And D Intensity 39.2

Research Graph

Related governed research

Compared To · Services-Prepackaged Software peers →Analogous To · BRZE state analogue 3 →Analogous To · BRZE state analogue 2 →Analogous To · BRZE state analogue 4 →Analogous To · BRZE state analogue 1 →Analogous To · BRZE state analogue 5 →Has State · Braze, Inc. →Transitioned To · BRZE Fundamental State →Transitioned To · BRZE CAPEX_INTENSITY_INCREASED →Transitioned To · BRZE CASH_GENERATION_DECREASED →Transitioned To · BRZE GROWTH_DECREASED →Transitioned To · BRZE MARGIN_INCREASED →

Method Percentiles and historical matches use only observations available at each point in time. Missing dimensions remain missing. Public price outcomes and cross-market analogues are deliberately absent.