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KVYO
Upturn stock ratingUpturn stock rating

Klaviyo, Inc. (KVYO)

Upturn stock ratingUpturn stock rating
$24.45
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

04/22/2025: KVYO (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

23 Analysts rated it

Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.

1 Year Target Price $43.63

1 Year Target Price $43.63

Analysts Price Target For last 52 week
$43.63Target price
Low$22.12
Current$24.45
high$49.55

Analysis of Past Performance

Type Stock
Historic Profit -31.01%
Avg. Invested days 22
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/22/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 9.83B USD
Price to earnings Ratio -
1Y Target Price 43.63
Price to earnings Ratio -
1Y Target Price 43.63
Volume (30-day avg) 23
Beta -
52 Weeks Range 22.12 - 49.55
Updated Date 06/30/2025
52 Weeks Range 22.12 - 49.55
Updated Date 06/30/2025
Dividends yield (FY) -
Basic EPS (TTM) -0.17

Analyzing Revenue: Products, Geography and Growth

Revenue by Geography

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -4.7%
Operating Margin (TTM) -8.49%

Management Effectiveness

Return on Assets (TTM) -4.36%
Return on Equity (TTM) -4.73%

Valuation

Trailing PE -
Forward PE 58.48
Enterprise Value 9044300495
Price to Sales(TTM) 9.76
Enterprise Value 9044300495
Price to Sales(TTM) 9.76
Enterprise Value to Revenue 8.98
Enterprise Value to EBITDA -17.83
Shares Outstanding 105653000
Shares Floating 94151962
Shares Outstanding 105653000
Shares Floating 94151962
Percent Insiders 0.57
Percent Institutions 100.44

Analyst Ratings

Rating 5
Target Price 43.63
Buy 4
Strong Buy 14
Buy 4
Strong Buy 14
Hold 5
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Klaviyo, Inc.

stock logo

Company Overview

overview logo History and Background

Klaviyo, Inc. was founded in 2012 with a mission to empower creators to own their destiny. The company provides a marketing automation and customer data platform. It went public in September 2023.

business area logo Core Business Areas

  • Email Marketing: Platform for designing, sending, and analyzing email marketing campaigns.
  • SMS Marketing: Platform for creating and managing SMS marketing campaigns.
  • Customer Data Platform (CDP): A unified platform for collecting, storing, and analyzing customer data to personalize marketing efforts.

leadership logo Leadership and Structure

Andrew Bialecki (Co-founder and CEO) leads Klaviyo, Inc. The company has a typical organizational structure with departments focusing on engineering, product, sales, marketing, and customer success.

Top Products and Market Share

overview logo Key Offerings

  • Email Marketing Platform: Klaviyo's core offering, enables businesses to create and send targeted email campaigns. Revenue generated from this platform represents a significant portion of total revenue. Competitors include: Mailchimp (INTU), Salesforce Marketing Cloud (CRM), and Adobe Marketo Engage (ADBE).
  • SMS Marketing Platform: Allows businesses to engage customers via SMS. Competitors include: Attentive Mobile, Braze (BRZE), and Twilio (TWLO).
  • Customer Data Platform (CDP): Klaviyo's CDP integrates customer data from various sources, enabling personalized marketing. Competitors include: Segment (TWLO), Tealium, and Optimove.

Market Dynamics

industry overview logo Industry Overview

The marketing automation and customer data platform industry is experiencing rapid growth, driven by the increasing need for businesses to personalize customer experiences.

Positioning

Klaviyo, Inc. positions itself as a leading platform for e-commerce businesses seeking to improve customer engagement and drive revenue through data-driven marketing.

Total Addressable Market (TAM)

The TAM for marketing automation and CDP solutions is estimated to be $20 billion in 2023, growing to over $30 billion by 2027. Klaviyo, Inc. is positioned to capture a significant portion of this market.

Upturn SWOT Analysis

Strengths

  • Strong focus on e-commerce
  • Integrated email and SMS marketing
  • Robust customer data platform
  • User-friendly interface
  • Partnerships with leading e-commerce platforms

Weaknesses

  • Relatively high pricing compared to some competitors
  • Dependence on e-commerce market growth
  • Limited presence in enterprise segment

Opportunities

  • Expansion into new verticals
  • Increased adoption of AI and machine learning
  • Growing demand for personalized marketing
  • Strategic acquisitions to expand product offerings

Threats

  • Intense competition from larger players
  • Changes in data privacy regulations
  • Economic downturn impacting e-commerce spending
  • Emergence of disruptive technologies

Competitors and Market Share

competitor logo Key Competitors

  • ADBE
  • CRM
  • INTU
  • BRZE
  • TWLO

Competitive Landscape

Klaviyo, Inc. competes with larger, more established players in the marketing automation and CDP market. Its focus on e-commerce and integrated platform provide a competitive advantage.

Growth Trajectory and Initiatives

Historical Growth: Klaviyo, Inc. has experienced strong growth in recent years, driven by the increasing adoption of its platform by e-commerce businesses.

Future Projections: Analysts project continued revenue growth for Klaviyo, Inc. over the next few years.

Recent Initiatives: Klaviyo, Inc. has recently focused on expanding its partnerships with e-commerce platforms and investing in AI and machine learning capabilities.

Summary

Klaviyo, Inc. is a strong player in the marketing automation and CDP market, particularly within the e-commerce segment. It has demonstrated solid growth and possesses a user-friendly, integrated platform. The company faces competition from larger, established players and must navigate changing data privacy regulations. Continued focus on innovation and strategic partnerships will be crucial for sustained success.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Website
  • Analyst Reports
  • Industry Reports
  • SEC Filings (where available)

Disclaimers:

The data provided is based on publicly available information and analyst estimates. It should not be considered financial advice. Market share data is approximate and may vary depending on the source.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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 2316
Full time employees 2316

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.