BRZE vs TWLO Comparison: AI Score, Valuation, Performance and Upside
Compare Braze and Twilio by real-time customer engagement vs communication API infrastructure, AI-driven personalization, net revenue retention, path to profitability, and which customer communication platform offers better long-term returns.
Use this Braze vs Twilio comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
BRZE and TWLO are closely matched — they split the tracked metrics evenly. TWLO has delivered stronger 1-year price return (+45.41% vs -24.26%), though BRZE has the better forward P/E setup (22.46x vs 28.81x for TWLO). Analyst consensus implies meaningfully more upside for BRZE (+58.32%) than for TWLO (+9.56%).
| Metric | BRZE | TWLO |
|---|---|---|
| AI score | 22.7 | 51.4 |
| AI rank | #3955 | #427 |
| Latest close | $21.76 | $191.46 |
| 1M return | +11.70% | +1.66% |
| 6M return | -15.76% | +51.45% |
| 1Y return | -24.26% | +45.41% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BRZE | TWLO |
|---|---|---|
| 1Y ago | $7.57K (-24.3%) started 2025-07-24 | $14.54K (+45.4%) started 2025-07-24 |
| 5Y ago | $2.33K (-76.7%) started 2021-11-17 | $4.81K (-51.9%) started 2021-07-26 |
| 10Y ago | $2.33K (-76.7%) started 2021-11-17 | $46.98K (+369.8%) started 2016-07-25 |
Hypothetical — past performance does not guarantee future results.
| Metric | BRZE | TWLO |
|---|---|---|
| Market cap | $2.45B | $29.06B |
| Trailing P/E | N/A | 285.76 |
| Forward P/E | 22.46 | 28.81 |
| Price/Sales | 3.11 | 5.48 |
| EV/Revenue | 2.65 | 5.06 |
| Analyst target | $34.45 | $209.76 |
| Target upside | +58.32% | +9.56% |
| Metric | BRZE | TWLO |
|---|---|---|
| Revenue growth | 30.20% | 20.00% |
| Earnings growth | N/A | 375.00% |
| EPS growth | N/A | +375.00% |
| FCF margin | +23.70% | +16.60% |
| Operating margin | N/A | N/A |
| Profit margin | -15.51% | 1.96% |
| ROIC proxy | -22.81% | 1.32% |
| Return on equity | -22.81% | 1.32% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 0.85 | 1.36 |
| Debt/equity | 13.97 | 13.72 |
| Current ratio | 1.24 | 4.66 |
| Quick ratio | 1.16 | 4.13 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | BRZE | TWLO |
|---|---|---|---|
| 1Y | Growth | -24.26% | +45.41% |
| CAGR | -24.27% | +45.45% | |
| Sharpe ratio | -0.15 | 0.84 | |
| Max drawdown | 56.37% | 29.79% | |
| Max daily drop | 11.73% | 19.38% | |
| Max wkly drop | 23.41% | 26.24% | |
| 5Y | Growth | -76.70% | -51.92% |
| CAGR | -26.74% | -13.64% | |
| Sharpe ratio | -0.23 | -0.02 | |
| Max drawdown | 83.23% | 89.27% | |
| Max daily drop | 19.40% | 34.61% | |
| Max wkly drop | 36.39% | 43.47% | |
| 10Y | Growth | -76.70% | +369.84% |
| CAGR | -26.74% | +16.74% | |
| Sharpe ratio | -0.23 | 0.48 | |
| Max drawdown | 83.23% | 90.36% | |
| Max daily drop | 19.40% | 34.61% | |
| Max wkly drop | 36.39% | 43.47% |
| Category | BRZE | TWLO |
|---|---|---|
| Company | BRZE | TWLO |
| Sector | N/A | N/A |
| Industry | N/A | N/A |
| Core business | N/A | N/A |
| Investor focus | N/A | N/A |
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