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BRZE vs. KVYO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BRZE vs. KVYO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Braze, Inc. (BRZE) and Klaviyo Inc. (KVYO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BRZE achieves a -32.52% return, which is significantly higher than KVYO's -51.40% return.


BRZE

1D
-1.78%
1M
-4.89%
YTD
-32.52%
6M
-22.53%
1Y
-36.79%
3Y*
-10.81%
5Y*
10Y*

KVYO

1D
0.57%
1M
-32.36%
YTD
-51.40%
6M
-47.36%
1Y
-54.58%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BRZE vs. KVYO - Yearly Performance Comparison


2026 (YTD)202520242023
BRZE
Braze, Inc.
-32.52%-18.12%-21.17%17.75%
KVYO
Klaviyo Inc.
-51.40%-21.27%48.45%-15.20%

Correlation

The correlation between BRZE and KVYO is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.69

Correlation (All Time)
Calculated using the full available price history since Sep 21, 2023

0.62

The correlation between BRZE and KVYO has been stable across timeframes, ranging from 0.61 to 0.69 - a consistent structural relationship.

Fundamentals

Market Cap

BRZE:

$2.56B

KVYO:

$4.83B

EPS

BRZE:

-$1.13

KVYO:

-$0.03

PS Ratio

BRZE:

3.18

KVYO:

3.60

PB Ratio

BRZE:

4.41

KVYO:

4.18

Total Revenue (TTM)

BRZE:

$787.12M

KVYO:

$1.31B

Gross Profit (TTM)

BRZE:

$523.12M

KVYO:

$978.26M

EBITDA (TTM)

BRZE:

-$110.18M

KVYO:

-$28.45M

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Return for Risk

BRZE vs. KVYO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRZE
BRZE Risk / Return Rank: 1818
Overall Rank
BRZE Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
BRZE Sortino Ratio Rank: 2020
Sortino Ratio Rank
BRZE Omega Ratio Rank: 2121
Omega Ratio Rank
BRZE Calmar Ratio Rank: 1818
Calmar Ratio Rank
BRZE Martin Ratio Rank: 1515
Martin Ratio Rank

KVYO
KVYO Risk / Return Rank: 88
Overall Rank
KVYO Sharpe Ratio Rank: 99
Sharpe Ratio Rank
KVYO Sortino Ratio Rank: 1212
Sortino Ratio Rank
KVYO Omega Ratio Rank: 1010
Omega Ratio Rank
KVYO Calmar Ratio Rank: 66
Calmar Ratio Rank
KVYO Martin Ratio Rank: 33
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRZE vs. KVYO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Braze, Inc. (BRZE) and Klaviyo Inc. (KVYO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BRZEKVYODifference
Sharpe ratioReturn per unit of total volatility

+0.25

Sortino ratioReturn per unit of downside risk

+0.50

Omega ratioGain probability vs. loss probability

0.94

0.86

+0.08

Calmar ratioReturn relative to maximum drawdown

-0.65

-0.91

+0.25

Martin ratioReturn relative to average drawdown

-1.20

-1.68

+0.48

BRZE vs. KVYO - Sharpe Ratio Comparison

The current BRZE Sharpe Ratio is -0.54, which is higher than the KVYO Sharpe Ratio of -0.80. The chart below compares the historical Sharpe Ratios of BRZE and KVYO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BRZEKVYODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.54

-0.80

+0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.41

-0.38

-0.03

Drawdowns

BRZE vs. KVYO - Drawdown Comparison

The maximum BRZE drawdown since its inception was -83.23%, which is greater than KVYO's maximum drawdown of -71.11%. Use the drawdown chart below to compare losses from any high point for BRZE and KVYO.


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Drawdown Indicators


BRZEKVYODifference

Max Drawdown

Largest peak-to-trough decline

-83.23%

-71.11%

-12.12%

Max Drawdown (1Y)

Largest decline over 1 year

-56.37%

-60.44%

+4.07%

Max Drawdown (3Y)

Largest decline over 3 years

-73.56%

Current Drawdown

Current decline from peak

-75.42%

-67.92%

-7.50%

Average Drawdown

Average peak-to-trough decline

-59.91%

-30.94%

-28.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

31.50%

32.55%

-1.05%

Volatility

BRZE vs. KVYO - Volatility Comparison

The current volatility for Braze, Inc. (BRZE) is 27.15%, while Klaviyo Inc. (KVYO) has a volatility of 45.16%. This indicates that BRZE experiences smaller price fluctuations and is considered to be less risky than KVYO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BRZEKVYODifference

Volatility (1M)

Calculated over the trailing 1-month period

27.15%

45.16%

-18.01%

Volatility (6M)

Calculated over the trailing 6-month period

55.40%

62.86%

-7.46%

Volatility (1Y)

Calculated over the trailing 1-year period

67.92%

68.59%

-0.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

64.66%

62.29%

+2.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

64.66%

62.29%

+2.37%

Dividends

BRZE vs. KVYO - Dividend Comparison

Neither BRZE nor KVYO has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

BRZE vs. KVYO - Financials Comparison

This section allows you to compare key financial metrics between Braze, Inc. and Klaviyo Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00M20222023202420252026
211.00M
358.01M
(BRZE) Total Revenue
(KVYO) Total Revenue
Values in USD except per share items

BRZE vs. KVYO - Profitability Comparison

The chart below illustrates the profitability comparison between Braze, Inc. and Klaviyo Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

65.0%70.0%75.0%80.0%20222023202420252026
65.7%
75.1%
Portfolio components
BRZE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Braze, Inc. reported a gross profit of 138.66M and revenue of 211.00M. Therefore, the gross margin over that period was 65.7%.

KVYO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Klaviyo Inc. reported a gross profit of 268.89M and revenue of 358.01M. Therefore, the gross margin over that period was 75.1%.

BRZE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Braze, Inc. reported an operating income of -27.51M and revenue of 211.00M, resulting in an operating margin of -13.0%.

KVYO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Klaviyo Inc. reported an operating income of 1.75M and revenue of 358.01M, resulting in an operating margin of 0.5%.

BRZE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Braze, Inc. reported a net income of -26.59M and revenue of 211.00M, resulting in a net margin of -12.6%.

KVYO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Klaviyo Inc. reported a net income of 9.04M and revenue of 358.01M, resulting in a net margin of 2.5%.


Frequently Asked Questions


BRZE and KVYO have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KVYO has higher volatility (45.16%) compared to BRZE (27.15%). In terms of maximum drawdown, BRZE dropped -83.23% vs KVYO's -71.11%.

BRZE currently has the higher Sharpe Ratio (-0.54 vs -0.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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