analyticsMarketing Tech
Data as of Q2 2026
Summary Verdict
BRZE: 1—TTD: 4wins
Rule of 40
37.1BRZE
43.7TTD
check_circleTTD leads
Revenue Growth
25.4%BRZE
12.0%TTD
check_circleBRZE leads
Gross Margin
67%BRZE
77%TTD
check_circleTTD leads
FCF Margin
11.7%BRZE
31.7%TTD
check_circleTTD leads
Operating Margin
-19.4%BRZE
14.6%TTD
check_circleTTD leads
NRR
—BRZE
—TTD
Metric
Rule of 40Efficiency score
BRZE
37.1
TTD
43.7check_circle
Revenue GrowthYoY
BRZE
25.4%check_circle
TTD
12.0%
Gross Margin% of revenue
BRZE
67%
TTD
77%check_circle
FCF MarginFree cash flow
BRZE
11.7%
TTD
31.7%check_circle
Operating MarginGAAP
BRZE
-19.4%
TTD
14.6%check_circle
NRRNet retention
BRZE
N/A
TTD
N/A
EV / RevenueValuation multiple
BRZE
3.4x
TTD
2.9xcheck_circle
Market CapUSD
BRZE
$2.6B
TTD
$9.4Bcheck_circle
ARR GrowthYoY
BRZE
N/A
TTD
N/A
CAC PaybackMonths to recover
BRZE
N/A
TTD
N/A
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insights
Analysis
As of Q2 2026, Braze, Inc. trades at 3.4x EV/Revenue versus The Trade Desk, Inc. at 2.9x. On the Rule of 40, Braze, Inc. scores 37.1 compared to The Trade Desk, Inc.'s 43.7, placing The Trade Desk, Inc. ahead in operating efficiency. Gross margins stand at Braze, Inc. 67% vs The Trade Desk, Inc. 77%.
Sector Context
Both companies operate in the Marketing Tech sector. The median columns above show where each company stands relative to their peers.