Overview Dividends

(KVYO) Klaviyo - Ratings and Ratios

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

Email, SMS, Push, Reviews, CDP

KVYO EPS (Earnings per Share)

EPS Growth (3Y CAGR): 33.33%
EPS Trend (3Y Correlation): -13.7%

KVYO Revenue

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

Description: KVYO Klaviyo

Klaviyo, Inc. (NYSE:KVYO) is a technology company offering a cloud-native, software-as-a-service (SaaS) platform for marketing automation, customer data management, and personalized messaging across various channels, including email, SMS, and push notifications. The companys platform enables businesses to manage customer data, create targeted marketing campaigns, and automate customer engagement.

From a business perspective, Klaviyos platform is designed to help businesses drive revenue growth, improve customer engagement, and enhance customer experience. Key performance indicators (KPIs) that may be relevant to evaluating Klaviyos performance include revenue growth rate, customer acquisition cost (CAC), customer lifetime value (CLV), and customer retention rate. Additionally, metrics such as email open rates, click-through rates, and conversion rates may provide insights into the effectiveness of Klaviyos platform.

Klaviyos customer base spans entrepreneurs, small and medium-sized businesses, mid-market businesses, and enterprises, indicating a broad appeal across various market segments. The companys ability to serve a diverse customer base may be a key driver of its revenue growth. Furthermore, Klaviyos focus on providing a personalized marketing experience may enable businesses to drive higher customer engagement and loyalty, leading to increased revenue and customer retention.

To evaluate Klaviyos stock performance, investors may consider monitoring KPIs such as revenue growth, gross margin expansion, and customer count growth. Additionally, metrics such as the companys dollar-based retention rate and the average revenue per user (ARPU) may provide insights into the companys ability to drive long-term revenue growth and profitability.

KVYO Stock Overview

Market Cap in USD	9,875m
Sub-Industry	Application Software
IPO / Inception	2023-09-20

KVYO Stock Ratings

Growth Rating	-7.70%
Fundamental	46.8%
Dividend Rating	-
Return 12m vs S&P 500	-16.5%
Analyst Rating	4.39 of 5

KVYO Dividends

Currently no dividends paid

KVYO Growth Ratios

Growth Correlation 3m	-32.7%
Growth Correlation 12m	-63.2%
Growth Correlation 5y	48.4%
CAGR 5y	1.22%
CAGR/Max DD 3y	0.02
CAGR/Mean DD 3y	0.04
Sharpe Ratio 12m	1.04
Alpha	0.14
Beta	0.646
Volatility	48.33%
Current Volume	1770.5k
Average Volume 20d	1770.5k
Stop Loss	32 (-4.6%)
Signal	1.11

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)

error: Interest Coverage Ratio cannot be calculated (needs EBITDA TTM and Interest Expense TTM)

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) 46.76

1. Piotroski 4.0pt = -1.0

2. FCF Yield 1.76% = 0.88

3. FCF Margin 14.78% = 3.69

4. Debt/Equity 0.10 = 2.50

5. Debt/Ebitda -1.25 = -2.50

6. ROIC - WACC (= -18.09)% = -12.50

7. RoE -6.34% = -1.06

8. Rev. Trend 99.08% = 7.43

9. EPS Trend -13.65% = -0.68

What is the price of KVYO shares?

As of September 19, 2025, the stock is trading at USD 33.56 with a total of 1,770,537 shares traded.
Over the past week, the price has changed by +5.53%, over one month by +4.81%, over three months by -0.80% and over the past year by -0.30%.

Is Klaviyo a good stock to buy?

No, based on ValueRay´s Fundamental Analyses, Klaviyo (NYSE:KVYO) is currently (September 2025) a stock to sell. It has a ValueRay Fundamental Rating of 46.76 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 30.20 USD . This means that KVYO is currently overvalued and has a potential downside of -10.01%.

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	46.2	37.7%
Analysts Target Price	46.2	37.7%
ValueRay Target Price	33.6	0.1%

Last update: 2025-09-18 04:37

KVYO Fundamental Data Overview

Market Cap USD = 9.88b (9.88b USD * 1.0 USD.USD)
CCE Cash And Equivalents = 935.5m USD (Cash And Short Term Investments, last quarter)
P/E Forward = 45.4545
P/S = 9.1592
P/B = 9.0043
Beta = None
Revenue TTM = 1.08b USD
EBIT TTM = -103.0m USD
EBITDA TTM = -84.8m USD
Long Term Debt = 86.9m USD (from nonCurrentLiabilitiesTotal, last quarter)
Short Term Debt = 19.1m USD (from shortTermDebt, last quarter)
Debt = 106.0m USD (Calculated: Short Term 19.1m + Long Term 86.9m)
Net Debt = -836.3m USD (from netDebt column, last quarter)
Enterprise Value = 9.05b USD (9.88b + Debt 106.0m - CCE 935.5m)
Interest Coverage Ratio = unknown (Ebit TTM -103.0m / Interest Expense TTM 0.0)
FCF Yield = 1.76% (FCF TTM 159.3m / Enterprise Value 9.05b)
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)
Tobins Q-Ratio = -10.24 (set to none) (Enterprise Value 9.05b / Book Value Of Equity -883.3m)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 106.0m)
Taxrate = 21.0% (US default)
NOPAT = -103.0m (EBIT -103.0m, no tax applied on loss)
Current Ratio = 4.84 (Total Current Assets 1.04b / Total Current Liabilities 214.2m)
Debt / Equity = 0.10 (Debt 106.0m / last Quarter total Stockholder Equity 1.10b)
Debt / EBITDA = -1.25 (Net Debt -836.3m / EBITDA -84.8m)
Debt / FCF = 0.67 (Debt 106.0m / FCF TTM 159.3m)
Total Stockholder Equity = 1.05b (last 4 quarters mean)
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 = -9.04% (Ebit -103.0m / (Equity 1.05b + L.T.Debt 86.9m))
RoIC = -9.79% (NOPAT -103.0m / Invested Capital 1.05b)
WACC = 8.30% (E(9.88b)/V(9.98b) * Re(8.39%)) + (D(106.0m)/V(9.98b) * Rd(0.0%) * (1-Tc(0.21)))
Shares Correlation 3-Years: 72.89 | Cagr: 1.13%
Discount Rate = 8.39% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 80.33% ; FCFE base≈142.2m ; Y1≈175.5m ; Y5≈299.4m
Fair Price DCF = 40.73 (DCF Value 4.76b / Shares Outstanding 116.9m; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: -13.65 | EPS CAGR: 33.33% | SUE: 0.34 | # QB: 0
Revenue Correlation: 99.08 | Revenue CAGR: 38.72% | SUE: 3.03 | # QB: 2

Additional Sources for KVYO Stock

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