Analyzing Viant Technology (NASDAQ:DSP) and Braze (NASDAQ:BRZE)

Braze (NASDAQ:BRZE) and Viant Technology (NASDAQ:DSP) are both technology companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, risk, profitability, institutional ownership, analyst recommendations, earnings and valuation.

Institutional and Insider Ownership

90.5% of Braze shares are held by institutional investors. Comparatively, 11.4% of Viant Technology shares are held by institutional investors. 12.5% of Braze shares are held by insiders. Comparatively, 29.4% of Viant Technology shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Profitability

This table compares Braze and Viant Technology’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Braze	-13.55%	-16.11%	-8.86%
Viant Technology	2.24%	4.23%	2.71%

Earnings and Valuation

This table compares Braze and Viant Technology”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Braze	$738.18 million	4.29	-$131.29 million	($1.03)	-27.09
Viant Technology	$344.20 million	2.52	$8.35 million	$0.31	42.05

Viant Technology has lower revenue, but higher earnings than Braze. Braze is trading at a lower price-to-earnings ratio than Viant Technology, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a breakdown of current ratings and recommmendations for Braze and Viant Technology, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Braze	1	1	19	0	2.86
Viant Technology	0	1	5	2	3.12

Braze presently has a consensus price target of $38.21, suggesting a potential upside of 36.96%. Viant Technology has a consensus price target of $18.33, suggesting a potential upside of 40.65%. Given Viant Technology’s stronger consensus rating and higher probable upside, analysts clearly believe Viant Technology is more favorable than Braze.

Risk & Volatility

Braze has a beta of 0.91, suggesting that its share price is 9% less volatile than the S&P 500. Comparatively, Viant Technology has a beta of 1.11, suggesting that its share price is 11% more volatile than the S&P 500.

Summary

Viant Technology beats Braze on 11 of the 15 factors compared between the two stocks.

About Braze

Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, which allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; and Braze Cloud Data Ingestion that enables brands to harness their customer data. It also offers classification products, including segmentation that can define reusable segments of consumers based upon attributes, events, or predictive propensity scores; segment insights, which allows customers to analyze how segments are performing relative to each other across a set of pre-selected key performance indicators; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, the company provides Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences; campaigns, which allows customers to send one set of single-channel or multi-channel messages to be delivered to customers in a particular user segment; event and API triggering; marketing pressure management; and reporting and analytics. Further, it offers personalization products, such as liquid templating platform, connected content platform, content blocks, intelligent timing and channel, personalized variant, and AI item recommendations, and catalogs; and action products. The company was formerly known as Appboy, Inc. and changed its name to Braze, Inc. in November 2017. Braze, Inc. was incorporated in 2011 and is headquartered in New York, New York.

About Viant Technology

Viant Technology Inc. operates as an advertising technology company. It provides Household ID, a people-based innovation that combines digital and personal identifiers into a normalized household profile; AI Bid Optimizer, solution that uses AI to analyze historical bid opportunities to predict the lowest media cost for desired advertisement; and Viant Data Platform, which offers marketers control over their own data with actionable insights into their marketing initiatives within a single platform. The company also offers Holistic, an omnichannel DSP for marketers and their agencies to manage omnichannel campaigns and access metrics from each channel to inform decisions in other channels; Viant Identity Graph, which reduces or eliminates the need for cookies by enabling matching of people-based identifiers that anchor digital identifiers that allows marketers to reach targeted consumers in a privacy-conscious manner; and Direct Access, a path optimization program. In addition, it provides campaign analysis and data intelligence tool that empowers customers with differentiated insights, including conversion lift, multi-touch attribution, foot-traffic data reports, digital-out-of-home lift, sales reporting, and ROAS analytics; and self-service platform that provides customers with transparency and control over their advertising campaigns and underlying data infrastructure. The company sells its platform through a direct sales team focused on business development in various markets. It serves purchasers of programmatic advertising inventory; and large, independent, and mid-market advertising agencies, as well as marketers. The company was founded in 1999 and is headquartered in Irvine, California.