Análisis Argos
BRZE
BRZESin veredicto1 señal de riesgo
Braze, Inc. · Technology
US$ 23.81
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
29/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
✓Tiene más caja que deuda: balance fuerte.
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (-0.77)
VALOR1/6FUTURO6/6PASADO1/6SALUD1/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO1/6SALUD1/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial débil
SaludBalance frágil
DividendoEl dividendo aún duerme
Score Argos29de 100Sin veredicto
Ingresos▲25%
US$ 0.7 B
Margen operativo▼5%
-19.6%
Flujo de caja libre▲200%
US$ 0.1 B
Deuda neta
US$ -0 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.7B
P/E—
EV/EBITDA—
FCF yield2.3%
ROIC-24.9%
Margen operativo-19.6%
Crecim. ingresos+24.4%/año
Piotroski F4/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

fool.com · 26 jun
Why Braze Stock Jumped Today
Braze shares jumped 7.5% after Goldman Sachs initiated coverage on Wednesday. Braze posted 30% year-over-year revenue growth and record free cash flow last quarter.
seekingalpha.com · 22 jun
Braze: Incredible Growth Acceleration Shouldn't Be Ignored
Braze remains a compelling "Buy" despite a ~40% YTD decline, as the company delivers robust growth amid macro headwinds. BRZE defies weaker consumer spending and shrinking marketing budgets, maintaining strong customer engagement platform demand. Software sector weakness is driven by capital rotation into AI infrastructure, but I expect economic value to shift back to software applications.
pymnts.com · 3 jun
AI Turns Payment Choice Into a Real-Time Contest
Watch more: Winning the Next Transaction: How AI Helps Build Loyalty in Payments Loyalty used to be a relatively simple fight for spend primacy. Issuers wanted the card at the front of the wallet, then the default credential on file.
marketbeat.com · 1 jun
Braze Blazes Ahead on Q1 2027 Earnings Beat, Raised Guidance
The pullback has been partly tied to fears that artificial intelligence (AI) could disrupt customer engagement software providers. But Braze's latest earnings release indicate a rebound underpinned by strength in clients, penetration, and cash flow, suggesting AI is becoming a demand driver rather than just a competitive threat.
zacks.com · 29 may
STNE vs. BRZE: Which Stock Is the Better Value Option?
Investors looking for stocks in the Internet - Software sector might want to consider either StoneCo Ltd. (STNE) or Braze, Inc. (BRZE).
fool.com · 28 may
Why Braze Stock Is Sinking Today
Braze stock is moving lower despite a sales beat in Q1 and an increase for its full-year revenue forecast.
benzinga.com · 28 may
Braze Posts Mixed Q1 Results, Joins Sidus Space, Everpure And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
U.S. stock futures were lower this morning, with the Dow futures falling around 0.1% on Thursday.
seekingalpha.com · 27 may
Braze, Inc. (BRZE) Q1 2027 Earnings Call Transcript
Braze, Inc. (BRZE) Q1 2027 Earnings Call Transcript

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.