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KVYO 
Klaviyo, Inc. (KVYO)
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Upturn Advisory Summary
12/24/2025: KVYO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $43.52
1 Year Target Price $43.52
| 14 | Strong Buy |
| 4 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -51.72% | Avg. Invested days 21 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/24/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.78B USD | Price to earnings Ratio - | 1Y Target Price 43.52 |
Price to earnings Ratio - | 1Y Target Price 43.52 | ||
Volume (30-day avg) 23 | Beta 1.19 | 52 Weeks Range 23.44 - 49.55 | Updated Date 12/25/2025 |
52 Weeks Range 23.44 - 49.55 | Updated Date 12/25/2025 | ||
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 -5.7% | Operating Margin (TTM) -2.14% |
Management Effectiveness
Return on Assets (TTM) -4.53% | Return on Equity (TTM) -6.1% |
Valuation
Trailing PE - | Forward PE 40.16 | Enterprise Value 8913145618 | Price to Sales(TTM) 8.47 |
Enterprise Value 8913145618 | Price to Sales(TTM) 8.47 | ||
Enterprise Value to Revenue 7.72 | Enterprise Value to EBITDA -17.83 | Shares Outstanding 137856147 | Shares Floating 136521539 |
Shares Outstanding 137856147 | Shares Floating 136521539 | ||
Percent Insiders 1.08 | Percent Institutions 91.76 |
Upturn AI SWOT
Klaviyo, Inc.
Company Overview
History and Background
Klaviyo, Inc. was founded in 2012 by Andrew Boni and Song Yan. The company has rapidly grown to become a leading customer relationship management (CRM) platform for e-commerce businesses. Key milestones include significant funding rounds and its successful Initial Public Offering (IPO) in September 2023.
Core Business Areas
- Marketing Automation Platform: Klaviyo offers a comprehensive platform that enables e-commerce businesses to send personalized marketing communications across various channels, including email, SMS, and in-app notifications. It focuses on data-driven segmentation and automation to drive customer engagement and revenue.
- Data Analytics and Insights: The platform provides robust analytics and reporting tools that allow businesses to understand customer behavior, campaign performance, and key e-commerce metrics. This empowers them to make informed decisions and optimize their marketing strategies.
Leadership and Structure
Klaviyo is led by its co-founders, Andrew Boni (CEO) and Song Yan (CTO). The company operates with a functional organizational structure, emphasizing product development, engineering, sales, and marketing.
Top Products and Market Share
Key Offerings
- Klaviyo Marketing Automation Platform: [object Object]
Market Dynamics
Industry Overview
The marketing automation and CRM market for e-commerce is highly competitive and rapidly evolving. Growth is driven by the increasing need for businesses to personalize customer experiences, optimize marketing spend, and leverage data for engagement. Key trends include the rise of omnichannel marketing, AI-powered personalization, and headless commerce solutions.
Positioning
Klaviyo is positioned as a premium, data-driven marketing automation platform for e-commerce businesses of all sizes. Its key competitive advantages lie in its deep integration with e-commerce platforms, advanced segmentation capabilities, and a focus on driving direct revenue for its customers. It differentiates itself through its robust data infrastructure and AI-powered features.
Total Addressable Market (TAM)
The TAM for marketing automation and CRM software for e-commerce is substantial and growing. Estimates vary, but the global market is projected to reach tens of billions of dollars in the coming years. Klaviyo is well-positioned to capture a significant share of this market, particularly within the SMB and mid-market e-commerce segments.
Upturn SWOT Analysis
Strengths
- Strong focus on e-commerce and deep integrations with leading platforms.
- Powerful data analytics and segmentation capabilities.
- User-friendly interface and intuitive design.
- High customer retention rates.
- Scalable platform that caters to businesses of all sizes.
Weaknesses
- Relatively new to the public market, requiring continued investor confidence.
- Reliance on a specific segment (e-commerce) could be a vulnerability.
- Competition from established giants and agile startups.
- Potential for price sensitivity among smaller businesses.
Opportunities
- Expansion into new e-commerce verticals and international markets.
- Further development and integration of AI-powered features.
- Strategic partnerships with e-commerce platform providers and complementary technology companies.
- Growth in the B2B e-commerce sector.
- Acquisition of complementary technologies or businesses.
Threats
- Intensifying competition and price wars.
- Changes in data privacy regulations (e.g., GDPR, CCPA).
- Economic downturns impacting e-commerce spending.
- Emergence of disruptive technologies.
- Platform dependency risks if e-commerce platforms change their APIs or policies.
Competitors and Market Share
Key Competitors
- ActiveCampaign (AC)
- HubSpot (HUBS)
- Mailchimp (owned by Intuit - INTU)
- Omnisend
Competitive Landscape
Klaviyo holds a strong position within the e-commerce marketing automation niche. Its deep integrations and data-centric approach provide a competitive edge over broader CRM providers. However, it faces intense competition from both specialized players and larger software companies with broader offerings.
Growth Trajectory and Initiatives
Historical Growth: Klaviyo has experienced rapid historical growth since its inception in 2012. This growth has been fueled by its targeted approach to the e-commerce market and its effective product development.
Future Projections: Analyst projections for Klaviyo's future growth are generally positive, anticipating continued revenue expansion driven by market trends and its competitive positioning. Specific projections would require current analyst reports.
Recent Initiatives: Recent initiatives include the continued enhancement of its platform's AI capabilities, expansion of SMS marketing features, and deeper integrations with key e-commerce players. The IPO itself was a significant recent initiative to fuel further growth and provide liquidity.
Summary
Klaviyo, Inc. is a strong player in the e-commerce marketing automation space, exhibiting robust revenue growth and a differentiated product. Its deep integrations and data-driven approach are key strengths, driving customer loyalty. However, the competitive landscape is intense, and the company needs to continue innovating and expanding its offerings to maintain its growth trajectory and navigate market shifts.
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Sources and Disclaimers
Data Sources:
- Klaviyo, Inc. Investor Relations Filings (SEC)
- Financial News Outlets
- Market Research Reports
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Market share data is an estimate and can vary based on the source and methodology. Financial data is subject to change and reporting variations.
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 - Application | Full time employees 2437 | Website https://www.klaviyo.com |
Full time employees 2437 | 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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