Braze Inc vs Walt Disney Co — how do they compare? Braze Inc trades at $26.31 (market cap $2.95B), while Walt Disney Co trades at $96.72 (market cap $166.48B). The key difference: Walt Disney Co is far larger — about 56.4× Braze Inc's market cap, and Walt Disney Co pays a 1.56% dividend while Braze Inc pays none. Which is the better fit depends on your goals.
| BRZE | DIS | |
|---|---|---|
Market Cap | $2.95B | $166.48B |
Sector | Technology | Media |
52-Week High | $36.19 | $122.94 |
52-Week Low | $15.79 | $92.40 |
Enterprise Value | $2.64B | $208.16B |
Volume | — | 7,546,013 |
Dividend Yield | — | 1.56% |
Signals from Pluang's Aura AI — not financial advice
Braze (BRZE) trades at $26.60, up 5.85% with strong bullish momentum. The stock shows robust revenue growth, increasing from $238M in 2022 to $593M in 2025, though profitability remains negative with a -15.51% net margin. Technical indicators show bullish moving averages but overbought RSI levels. Recent news highlights Goldman Sachs initiation and strong Q1 2027 results with accelerating revenue growth and AI-driven customer engagement tools.
Outlook remains positive with 96% analyst buy ratings and $34.78 consensus target, representing 31% upside. Key risks include persistent losses despite revenue growth and competitive pressures in customer engagement software. The company's AI capabilities and fourth straight quarter of organic revenue acceleration provide growth catalysts, but investors should monitor profitability improvements.
Disney (DIS) trades at $96.01, up 0.4% today, with a bearish technical signal but strong fundamentals including three consecutive quarterly EPS beats. Revenue grew to $94.43B in 2025 with net income surging to $12.40B. The stock shows a P/E of 15.34 and P/S of 1.77, trading below the consensus price target of $125.60. Recent news highlights advertising opportunities from major events like the Super Bowl, though box office performance for new Star Wars film raises concerns.
Outlook remains positive with analyst consensus at Buy (61.9%) and a 31% upside to target, driven by earnings momentum and theme park investments. Risks include regulatory disputes with the FCC, streaming competition, and film profitability. Cash flow trends show operational strength but negative net flows from high investing activity.
Trailing returns across standard periods
Latest headlines on both assets
Braze Inc is a customer engagement platform that powers customer-centric interactions between consumers and brands. The company provides solutions for Retail & E-commerce, Media & Entertainment, Financial Services, and Travel & Hospitality related industries.
Read more on BRZE →The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →