analyticsMarketing Tech
Data as of Q1 2026
Summary Verdict
BRZE: 1—TTD: 4wins
Rule of 40
32.8BRZE
45.9TTD
check_circleTTD leads
Revenue Growth
24.4%BRZE
18.5%TTD
check_circleBRZE leads
Gross Margin
67%BRZE
79%TTD
check_circleTTD leads
FCF Margin
8.4%BRZE
27.5%TTD
check_circleTTD leads
Operating Margin
-19.6%BRZE
20.4%TTD
check_circleTTD leads
NRR
—BRZE
—TTD
Metric
Rule of 40Efficiency score
BRZE
32.8
TTD
45.9check_circle
Revenue GrowthYoY
BRZE
24.4%check_circle
TTD
18.5%
Gross Margin% of revenue
BRZE
67%
TTD
79%check_circle
FCF MarginFree cash flow
BRZE
8.4%
TTD
27.5%check_circle
Operating MarginGAAP
BRZE
-19.6%
TTD
20.4%check_circle
NRRNet retention
BRZE
N/A
TTD
N/A
EV / RevenueValuation multiple
BRZE
3.5xcheck_circle
TTD
3.7x
Market CapUSD
BRZE
$2.7B
TTD
$11.4Bcheck_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 Q1 2026, Braze, Inc. trades at 3.5x EV/Revenue versus The Trade Desk, Inc. at 3.7x. On the Rule of 40, Braze, Inc. scores 32.8 compared to The Trade Desk, Inc.'s 45.9, placing The Trade Desk, Inc. ahead in operating efficiency. Gross margins stand at Braze, Inc. 67% vs The Trade Desk, Inc. 79%.
Sector Context
Both companies operate in the Marketing Tech sector. The median columns above show where each company stands relative to their peers.