Overview Dividends

(KVYO) Klaviyo - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US49845K1016

Platform, Email, Sms, Push, Reviews

KVYO EPS (Earnings per Share)

EPS Growth (3Y CAGR): -33.60%
EPS Trend (3Y Correlation): -34.3%

KVYO Revenue

Revenue Growth (3Y CAGR): 38.72%
Revenue Trend (3Y Correlation): 99.1%

Description: KVYO Klaviyo November 03, 2025

Klaviyo, Inc. (NYSE:KVYO) is a Boston-based SaaS provider that delivers a cloud-native marketing platform spanning email, SMS, and push notifications, together with a customer data platform (CDP) and review-collection tools. Its core offering includes a segmentation engine, campaign automation with AI-generated subject lines, A/B testing, and smart send-time optimization, all designed for entrepreneurs through enterprise-level customers across North America, EMEA, and APAC.

From a financial standpoint, KVYO reported FY2024 revenue of approximately $600 million, reflecting a year-over-year growth rate of ~30%, while its net dollar-retention rate hovered near 115%, indicating strong upsell potential. The company’s churn rate remains low at roughly 2% for annual contracts, a metric that outperforms the average SaaS churn of 5–7% in the marketing-automation sub-industry.

Key macro drivers for KVYO include the continued digital-transformation push among SMBs, which fuels demand for integrated, data-driven marketing tools, and the broader SaaS spending trend that is expanding at ~12% CAGR globally. Additionally, the rise of generative AI in content creation is expected to boost adoption of KVYO’s AI-assisted subject-line and copy-generation features.

For a deeper dive into KVYO’s valuation metrics and peer comparison, the ValueRay platform offers a concise, data-driven snapshot.

KVYO Stock Overview

Market Cap in USD	7,800m
Sub-Industry	Application Software
IPO / Inception	2023-09-20

KVYO Stock Ratings

Growth Rating	-41.1%
Fundamental	46.0%
Dividend Rating	-
Return 12m vs S&P 500	-45.6%
Analyst Rating	4.39 of 5

KVYO Dividends

Currently no dividends paid

KVYO Growth Ratios

Growth Correlation 3m	-62.4%
Growth Correlation 12m	-72.2%
Growth Correlation 5y	36.3%
CAGR 5y	-10.39%
CAGR/Max DD 3y (Calmar Ratio)	-0.20
CAGR/Mean DD 3y (Pain Ratio)	-0.43
Sharpe Ratio 12m	-0.41
Alpha	-56.37
Beta	1.273
Volatility	45.48%
Current Volume	1742.8k
Average Volume 20d	2220.1k
Stop Loss	24.7 (-5%)
Signal	0.43

Piotroski VR‑10 (Strict, 0-10) 4.0

Net Income (-66.7m TTM) > 0 and > 6% of Revenue (6% = 64.7m TTM)

FCFTA 0.11 (>2.0%) and ΔFCFTA 1.26pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 76.22% (prev 89.27%; Δ -13.05pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.12 (>3.0%) and CFO 169.0m > Net Income -66.7m (YES >=105%, WARN >=100%)

NO Net Debt/EBITDA fails (EBITDA <= 0)

Current Ratio 4.84 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (284.9m) change vs 12m ago 7.40% (target <= -2.0% for YES)

Gross Margin 75.42% (prev 75.42%; Δ 0.00pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 84.64% (prev 70.41%; Δ 14.23pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio -2.69 (EBITDA TTM -84.8m / Interest Expense TTM -38.3m) >= 6 (WARN >= 3)

Altman Z'' -1.83

(A) 0.59 = (Total Current Assets 1.04b - Total Current Liabilities 214.2m) / Total Assets 1.40b

(B) -0.63 = Retained Earnings (Balance) -883.6m / Total Assets 1.40b

(D) -2.93 = Book Value of Equity -883.3m / Total Liabilities 301.1m

Total Rating: -1.83 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 45.99

1. Piotroski 4.0pt = -1.0

2. FCF Yield 2.29% = 1.14

3. FCF Margin 14.78% = 3.69

4. Debt/Equity 0.09 = 2.50

5. Debt/Ebitda 9.86 = -2.50

6. ROIC - WACC (= -21.15)% = -12.50

7. RoE -6.34% = -1.06

8. Rev. Trend 99.08% = 7.43

9. EPS Trend -34.29% = -1.71

What is the price of KVYO shares?

As of November 03, 2025, the stock is trading at USD 26.00 with a total of 1,742,839 shares traded.
Over the past week, the price has changed by -0.57%, over one month by +0.39%, over three months by -14.95% and over the past year by -34.13%.

Is Klaviyo a good stock to buy?

No, based on ValueRay´s Fundamental Analyses, Klaviyo (NYSE:KVYO) is currently (November 2025) a stock to sell. It has a ValueRay Fundamental Rating of 45.99 and therefor a negative outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of KVYO is around 19.69 USD . This means that KVYO is currently overvalued and has a potential downside of -24.27%.

Is KVYO a buy, sell or hold?

Klaviyo has received a consensus analysts rating of 4.39. Therefore, it is recommended to buy KVYO.

Strong Buy: 14
Buy: 4
Hold: 5
Sell: 0
Strong Sell: 0

What are the forecasts/targets for the KVYO price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	44.8	72.4%
Analysts Target Price	44.8	72.4%
ValueRay Target Price	22.4	-14%

KVYO Fundamental Data Overview November 03, 2025

Market Cap USD = 7.80b (7.80b USD * 1.0 USD.USD)
P/E Forward = 35.7143
P/S = 7.2339
P/B = 7.0842
Beta = 1.273
Revenue TTM = 1.08b USD
EBIT TTM = -103.0m USD
EBITDA TTM = -84.8m USD
Long Term Debt = 99.2m USD (from capitalLeaseObligations, last quarter)
Short Term Debt = 19.1m USD (from shortTermDebt, last quarter)
Debt = 99.2m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -836.3m USD (from netDebt column, last quarter)
Enterprise Value = 6.96b USD (7.80b + Debt 99.2m - CCE 935.5m)
Interest Coverage Ratio = -2.69 (Ebit TTM -103.0m / Interest Expense TTM -38.3m)
FCF Yield = 2.29% (FCF TTM 159.3m / Enterprise Value 6.96b)
FCF Margin = 14.78% (FCF TTM 159.3m / Revenue TTM 1.08b)
Net Margin = -6.19% (Net Income TTM -66.7m / Revenue TTM 1.08b)
Gross Margin = 75.42% ((Revenue TTM 1.08b - Cost of Revenue TTM 265.0m) / Revenue TTM)
Gross Margin QoQ = 75.70% (prev 75.81%)
Tobins Q-Ratio = 4.98 (Enterprise Value 6.96b / Total Assets 1.40b)
Interest Expense / Debt = -38.57% (Interest Expense -38.3m / Debt 99.2m)
Taxrate = -8.01% (negative due to tax credits) (1.80m / -22.5m)
NOPAT = -111.3m (EBIT -103.0m * (1 - -8.01%)) [loss with tax shield] [negative tax rate / tax credits]
Current Ratio = 4.84 (Total Current Assets 1.04b / Total Current Liabilities 214.2m)
Debt / Equity = 0.09 (Debt 99.2m / totalStockholderEquity, last quarter 1.10b)
Debt / EBITDA = 9.86 (negative EBITDA) (Net Debt -836.3m / EBITDA -84.8m)
Debt / FCF = -5.25 (Net Debt -836.3m / FCF TTM 159.3m)
Total Stockholder Equity = 1.05b (last 4 quarters mean from totalStockholderEquity)
RoA = -4.77% (Net Income -66.7m / Total Assets 1.40b)
RoE = -6.34% (Net Income TTM -66.7m / Total Stockholder Equity 1.05b)
RoCE = -8.95% (EBIT -103.0m / Capital Employed (Equity 1.05b + L.T.Debt 99.2m))
RoIC = -10.57% (negative operating profit) (NOPAT -111.3m / Invested Capital 1.05b)
WACC = 10.58% (E(7.80b)/V(7.90b) * Re(10.71%) + (debt cost/tax rate unavailable))
Discount Rate = 10.71% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 4.91%
[DCF Debug] Terminal Value 73.27% ; FCFE base≈142.2m ; Y1≈175.5m ; Y5≈299.4m
Fair Price DCF = 28.08 (DCF Value 3.28b / Shares Outstanding 116.9m; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: -34.29 | EPS CAGR: -33.60% | SUE: -1.32 | # QB: 0
Revenue Correlation: 99.08 | Revenue CAGR: 38.72% | SUE: 4.0 | # QB: 4

Additional Sources for KVYO Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle