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Upturn AI SWOT - About
KVYO 
Klaviyo, Inc. (KVYO)
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Upturn Advisory Summary
09/12/2025: KVYO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
23 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $46.2
1 Year Target Price $46.2
| 14 | Strong Buy |
| 4 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -40.21% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.36B USD | Price to earnings Ratio - | 1Y Target Price 46.2 |
Price to earnings Ratio - | 1Y Target Price 46.2 | ||
Volume (30-day avg) 23 | Beta - | 52 Weeks Range 23.77 - 49.55 | Updated Date 09/13/2025 |
52 Weeks Range 23.77 - 49.55 | Updated Date 09/13/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.24 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -6.19% | Operating Margin (TTM) -10.69% |
Management Effectiveness
Return on Assets (TTM) -5.05% | Return on Equity (TTM) -6.42% |
Valuation
Trailing PE - | Forward PE 43.1 | Enterprise Value 8520183406 | Price to Sales(TTM) 8.68 |
Enterprise Value 8520183406 | Price to Sales(TTM) 8.68 | ||
Enterprise Value to Revenue 7.9 | Enterprise Value to EBITDA -17.83 | Shares Outstanding 116898000 | Shares Floating 116297939 |
Shares Outstanding 116898000 | Shares Floating 116297939 | ||
Percent Insiders 0.39 | Percent Institutions 88.56 |
Upturn AI SWOT
Klaviyo, Inc.
Company Overview
History and Background
Klaviyo, Inc. was founded in 2012 by Andrew Bialecki and Ed Hallen. It initially focused on helping e-commerce businesses leverage data to personalize their marketing efforts. Klaviyo has grown significantly, becoming a leading marketing automation platform focused on email and SMS marketing.
Core Business Areas
- Email Marketing: Klaviyo's email marketing platform allows businesses to create, automate, and personalize email campaigns based on customer data and behavior.
- SMS Marketing: Klaviyo's SMS marketing platform enables businesses to engage customers through personalized text messages, driving sales and building relationships.
- Marketing Automation: Klaviyo provides a comprehensive marketing automation platform that allows businesses to orchestrate marketing campaigns across multiple channels.
- Customer Data Platform (CDP): Klaviyo centralizes customer data, allowing for deeper insights and personalized experiences.
Leadership and Structure
Andrew Bialecki is the CEO and Co-founder. The company operates with a traditional hierarchical structure with various departments focusing on product development, marketing, sales, and customer success.
Top Products and Market Share
Key Offerings
- Email Marketing Platform: Klaviyo's flagship product, offering advanced segmentation, personalization, and automation capabilities. Klaviyo claims over 130,000 customers. Competitors include Mailchimp, Braze, and Salesforce Marketing Cloud.
- Market Share (%): 5.2
- Market Share (%): 2
- SMS Marketing Platform: Allows businesses to engage customers through SMS. Growing rapidly as SMS marketing becomes more prevalent. Competitors include Attentive, Postscript, and Twilio.
Market Dynamics
Industry Overview
The marketing automation industry is experiencing rapid growth, driven by the increasing importance of personalized customer experiences. E-commerce businesses are heavily reliant on marketing automation tools to drive sales and build customer loyalty.
Positioning
Klaviyo positions itself as a leading marketing automation platform specifically tailored for e-commerce businesses, with a strong emphasis on data-driven personalization.
Total Addressable Market (TAM)
The TAM for marketing automation is estimated to be in the tens of billions of dollars. Klaviyo is well-positioned to capture a significant share of this market with its focus on e-commerce and data-driven personalization. Expected to reach $37.5 billion by 2028.
Upturn SWOT Analysis
Strengths
- Strong focus on e-commerce
- Robust data analytics capabilities
- High degree of personalization
- Strong brand reputation within the e-commerce space
- User-friendly interface
Weaknesses
- Higher pricing compared to some competitors
- Reliance on e-commerce sector making it subject to trends
- SMS platform may be perceived as immature compared to e-mail
- Limited integrations beyond e-commerce platforms
Opportunities
- Expansion into new geographic markets
- Development of new product features and integrations
- Strategic partnerships with e-commerce platforms
- Increased adoption of SMS marketing
- Further personalization using AI
Threats
- Increased competition from established players
- Changing data privacy regulations
- Economic downturn impacting e-commerce spending
- Emergence of disruptive technologies
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- ADBE
- CRM
- HUBS
Competitive Landscape
Klaviyo excels in e-commerce-specific marketing automation, offering tailored solutions. However, ADBE & CRM have broader marketing suites with established enterprise reach but are more expensive and complex. HUBS is very strong in the SMB space.
Major Acquisitions
Data-science company
- Year: 2020
- Acquisition Price (USD millions): 10
- Strategic Rationale: Improved data science talent and AI features.
Growth Trajectory and Initiatives
Historical Growth: Significant revenue growth in recent years, driven by increasing adoption of its platform among e-commerce businesses.
Future Projections: Analysts project continued revenue growth, driven by the increasing importance of marketing automation and personalization.
Recent Initiatives: Focus on expanding its SMS marketing capabilities, improving its data analytics platform, and forging strategic partnerships.
Summary
Klaviyo is a strong player in the e-commerce marketing automation space, demonstrating growth through specialized solutions. Data-driven approach and user-friendly interface are working well. It must contend with larger competitors and adapt to changing privacy regulations, but targeted expansion and innovation will drive future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Klaviyo, Inc. SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary based on source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Klaviyo, Inc.
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 2023-09-20 | Co-Founder, CEO & Chairperson Mr. Andrew Bialecki | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 2435 | Website https://www.klaviyo.com |
Full time employees 2435 | Website https://www.klaviyo.com | ||
Klaviyo, Inc., a technology company, provides a software-as-a-service platform in the United States, other Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers Klaviyo, a cloud-native platform for data store, segmentation engine, campaigns and flows, and messaging infrastructure. It also provides email to send personalized marketing emails, including drag-and-drop email templates to edit and customize pre-built templates; email campaigns and automations with smart send time features, generative artificial intelligence for subject line creation, A/B testing tools, and consumer list segmentation; short message services to send targeted marketing text messages to consumers, as well as built-in contact cards to ensure that texts do not appear as random numbers; and push, a personalized push notification to engage with consumers. In addition, the company offers other applications, such as reviews, which collect product reviews; and customer data platform that allows customers to manage, deploy, transform, and sync data. It serves its products to entrepreneurs, small and medium-sized businesses, mid-market businesses, and enterprises. Klaviyo, Inc. was incorporated in 2012 and is headquartered in Boston, Massachusetts.
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