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Upturn AI SWOT - About
Klaviyo, Inc. (KVYO)
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Upturn Advisory Summary
08/14/2025: 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 $46.53
1 Year Target Price $46.53
| 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 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.31B USD | Price to earnings Ratio - | 1Y Target Price 46.53 |
Price to earnings Ratio - | 1Y Target Price 46.53 | ||
Volume (30-day avg) 23 | Beta - | 52 Weeks Range 23.77 - 49.55 | Updated Date 08/15/2025 |
52 Weeks Range 23.77 - 49.55 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.24 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Earnings Date
Report Date 2025-08-05 | When - | Estimate 0.13 | Actual 0.16 |
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 52.63 | Enterprise Value 8472185907 | Price to Sales(TTM) 8.63 |
Enterprise Value 8472185907 | Price to Sales(TTM) 8.63 | ||
Enterprise Value to Revenue 7.86 | Enterprise Value to EBITDA -17.83 | Shares Outstanding 116898000 | Shares Floating 6917640 |
Shares Outstanding 116898000 | Shares Floating 6917640 | ||
Percent Insiders 0.45 | Percent Institutions 101.47 |
Upturn AI SWOT
Klaviyo, Inc.
Company Overview
History and Background
Klaviyo, Inc. was founded in 2012. It evolved from providing email marketing solutions to a comprehensive customer data and marketing automation platform. It went public in September 2023.
Core Business Areas
- Email Marketing: Provides email marketing automation tools and solutions for businesses. These features help with personalized emails, segmentations, and campaign management.
- SMS Marketing: Offers SMS messaging capabilities for marketing purposes.
- Customer Data Platform (CDP): Facilitates the unification of customer data from various sources into a centralized platform. The CDP has many integration options.
- Marketing Automation: Offers automated marketing campaigns based on customer behavior, purchase history, and other data points.
Leadership and Structure
Andrew Bialecki is the CEO and co-founder. The organizational structure is typical for a technology company, with departments for engineering, product, marketing, sales, and customer success.
Top Products and Market Share
Key Offerings
- Email Marketing Platform: Klaviyo's core email marketing platform enables businesses to create, send, and track email campaigns. Market share data indicates it is a significant player in the email marketing software space with a large number of ecommerce stores as its target customer. Competitors include Mailchimp, Salesforce Marketing Cloud, and Braze.
- Revenue (Estimate): [Need to find a definitive source that has the revenue and market share from this product]
- Revenue (Estimate): [Need to find a definitive source that has the revenue and market share from this product]
- SMS Marketing Platform: This platform allows businesses to send SMS messages to customers for marketing and transactional purposes. It is a growing segment within Klaviyo's offerings. Competitors include Attentive and Postscript.
- CDP: The Klaviyo CDP helps businesses unify and analyze customer data. Competitors include Segment and Tealium.
- Revenue (Estimate): [Need to find a definitive source that has the revenue and market share from this product]
Market Dynamics
Industry Overview
The marketing automation and customer data platform (CDP) industry is rapidly growing, driven by the increasing need for personalized customer experiences. The industry is highly competitive with many new entrants.
Positioning
Klaviyo positions itself as a leading platform specifically tailored for e-commerce businesses. This specialization is a key competitive advantage.
Total Addressable Market (TAM)
The TAM for marketing automation and CDP is estimated to be over $20 billion. Klaviyo aims to capture a significant portion of this market by focusing on e-commerce and SMBs.
Upturn SWOT Analysis
Strengths
- Strong focus on e-commerce
- Comprehensive platform with email, SMS, and CDP capabilities
- User-friendly interface
- Strong integrations with e-commerce platforms like Shopify and Magento
- Focus on Data and Analytics
Weaknesses
- Limited brand awareness compared to larger competitors
- Pricing can be a barrier for smaller businesses
- Dependent on e-commerce sector performance
- Integration with certain non-e-commerce platforms might be limited
Opportunities
- Expanding into new geographic markets
- Developing AI-powered marketing automation features
- Increasing adoption among larger e-commerce businesses
- Partnerships with other technology providers
- Enhancing the CDP functionality to support broader data needs
Threats
- Intense competition from established players
- Economic downturn impacting e-commerce spending
- Changes in data privacy regulations (e.g., GDPR, CCPA)
- Emergence of new technologies or platforms
- Security breaches compromising customer data
Competitors and Market Share
Key Competitors
- CRM
- ADBE
- ORCL
- HUBS
Competitive Landscape
Klaviyo has a strong focus on e-commerce, which differentiates it from larger, more general-purpose marketing automation platforms. However, it faces competition from specialized players and established companies with broader product suites.
Growth Trajectory and Initiatives
Historical Growth: Klaviyo has experienced strong growth in revenue and customer base in recent years, driven by the increasing adoption of e-commerce and the need for personalized marketing.
Future Projections: Analyst estimates project continued growth for Klaviyo, driven by its focus on e-commerce and expansion into new markets. Need to collect data
Recent Initiatives: Recent initiatives include expanding integrations with e-commerce platforms, launching new AI-powered features, and investing in customer success programs.
Summary
Klaviyo is a strong company with a specialized focus on e-commerce marketing automation. Its comprehensive platform and integrations make it attractive to e-commerce businesses. However, it faces competition from larger players and needs to continue innovating to maintain its market position. It's worth watching the performance of its peers as that will give an indication on its growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Analyst Reports
- Industry Research Reports
- Press Releases
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly, and past performance is not indicative of future results.
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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