Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Klaviyo, Inc. (KVYO)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- 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
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
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $43.63
1 Year Target Price $43.63
| 14 | Strong Buy |
| 4 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -31.01% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| 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 - |
Upturn AI SWOT
Klaviyo, Inc.
Company Overview
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.
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 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
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
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
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.
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 2316 | Website https://www.klaviyo.com |
Full time employees 2316 | 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.