I want to love the stock as much as I love
BLZE's service. So far, I can't bring myself to buy. On an EV/sales basis
BLZE is a lot chaper than competitors
BOX and
DBX (1.7x, vs 5.3x and 3.9x, respectively) but
BLZE is so much smaller and the growth rates aren't far enough apart. I feel like
BOX is the stock to watch in the cloud storage group.