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Upturn AI Summary - About
Klaviyo, Inc.(KVYO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for KVYO
09/24/2026: KVYO (1-star) is currently NOT-A-BUY. Pass it for now.
Klaviyo is a growth-focused cloud software company that offers a data-driven marketing automation platform primarily for e-commerce businesses. Its core strength lies in deep integrations with platforms like Shopify, which allows for highly personalized email and SMS marketing. The company's primary growth opportunity lies in moving up-market to larger enterprise clients and expanding its international footprint. However, investors should monitor risks regarding its heavy reliance on third-party platform partnerships, stiff competition from diversified marketing clouds, and the inherent volatility of a high-growth SaaS valuation. This stock may suit growth investors willing to tolerate market volatility for long-term expansion potential, while valuation-sensitive and income-seeking investors may find it less suitable.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Klaviyo exhibits high revenue growth rates and strong unit economics typical of cloud software models. |
| Momentum investor | Strong fit while signal remains positive | The stock often follows technical trends consistent with high-growth SaaS companies during market upturns. |
| Value investor | Weak fit | The company prioritizes reinvestment over immediate earnings, leading to valuation multiples often higher than value benchmarks. |
| Dividend investor | Weak fit | Klaviyo does not pay dividends and reinvests all capital into expansion. |
| Low-risk investor | Weak fit | High growth, small-to-mid-cap tech stocks generally exhibit price volatility that exceeds low-risk tolerance. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Growth-oriented tech stocks like Klaviyo often experience rapid price swings based on sentiment. |
| Valuation risk | Medium / high | The stock's premium valuation leaves little room for earnings misses. |
| Competition risk (AI/Cloud competition) | Medium | Increased AI capabilities in platforms like Salesforce could erode Klaviyo's niche advantage. |
| Business quality | Medium | The business has strong subscription-based recurring revenue but faces competition from established tech giants. |
| Dividend income | Low / none | There is no dividend income stream for investors. |
| Execution risk | Medium | Scaling into the enterprise market requires a different sales model than their historically successful SMB strategy. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -70.66% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/24/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.59B USD | Price to earnings Ratio 537 | 1Y Target Price 26.65 |
Price to earnings Ratio 537 | 1Y Target Price 26.65 | ||
Volume (30-day avg) 6.2M shares | Beta 0.57 | 52 Weeks Range 12.53 - 33.35 | Updated Date 09/24/2026 |
52 Weeks Range 12.53 - 33.35 | Updated Date 09/24/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.03 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Subscription Services | Monthly/annual recurring subscription fees for the Klaviyo platform, including email and SMS marketing automation. | Most revenue comes from recurring monthly payments from businesses using their software. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 537 | Forward PE 15.53 | Enterprise Value 4.06B | Price to Sales(TTM) 3.47 |
Enterprise Value 4.06B | Price to Sales(TTM) 3.47 | ||
Enterprise Value to Revenue 2.92 | Enterprise Value to EBITDA 2507.38 | Shares Outstanding 126.94M | Shares Floating 125.42M |
Shares Outstanding 126.94M | Shares Floating 125.42M | ||
Percent Insiders 2.03 | Percent Institutions 101.25 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Klaviyo, Inc.
Exchange NYSE | Headquarters Boston, MA, United States | ||
IPO Launch date 2023-09-20 | Co-Founder, Co-CEO & Chairperson Mr. Andrew Bialecki | ||
Sector Technology | Industry Software - Application | Full time employees 2400 | Website https://www.klaviyo.com |
Full time employees 2400 | Website https://www.klaviyo.com | ||
Klaviyo, Inc. provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa. The company offers Klaviyo business-to-consumer (B2C) CRM, a unified platform that combines marketing, service, and analytics into a single system. It also provides Klaviyo Data Platform (KDP), which offer tools to unify, enrich, transform data, run more advanced reporting and predictive analysis, and sync data; Advanced KDP that provides an enhanced set of data capabilities; Marketing Agent, an AI-driven and autonomous marketing assistant designed to automate and accelerate marketing strategy, content creation, and campaign execution; Customer Agent, an AI-powered assistant that provides support and selling across digital channels; Klaviyo Social, which brings social interaction data into the company's unified consumer profiles; and Marketing Analytics that provide real-time AI-powered insights into consumer purchase. In addition, the company offers email marketing solutions comprising a range of customizable drag-and-drop templates, automated campaign and workflow capabilities, smart send time optimization, generative AI tools, and A/B testing; mobile messaging capabilities through text messaging, rich communication services, and WhatsApp; personalized push notifications; reviews add-on to collect product reviews, consumer data, and messaging; and integration, segmentation, automation, and analytics and benchmark features for its platform. Further, it provides Customer Hub, a consumer-facing portal that brings shopping, service, and personalization together in one place; and Helpdesk, an AI-powered workspace for managing consumer conversations across channels. The company serves 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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