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Stock Klaviyo, Inc. KVYO

Klaviyo, Inc. — Investlytic score 2/5 on the five criteria.

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40/ 100
Score Investlytic · 5 criteria

Analysis in progress…

Investlytic score: 2/5 criteria met.

  • ❌ Price trend failed
  • ⚠️ Mixed growth
  • ✅ Debt passed
  • ✅ P/E passed
  • ❌ Correction failed

Price trend

Overall trend (8 years): insufficient progression (less than x1.5).

Price change 2023 → 2024: 48.45%

Price change 2024 → 2025: -21.27%

Price change 2025 → 2026: -50.14%

Price change 2026 (year to date): -44.78%

Financial growth

Revenue CAGR (5 years): 43.55%

Earnings CAGR (5 years): N/A

Growth status: positive trend (>1%/yr) in revenue, earnings data insufficient/N/A.

Debt

Debt-to-equity ratio: 0.10

Debt/equity < 0.5 (maximum threshold).

P/E (Price/Earnings)

P/E ratio: 20.14

P/E < 25.0 (maximum threshold).

Correction (6 months)

Current correction: 30.60% from the high over 6 months.

Excessive correction (> 20.0%).

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Criteria of the Investlytic model

- / 5
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Investlytic rating reserved for members

Score out of 100, model verdict (buy, watch, sell) and details of the 5 criteria · visible with a free account.

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Price trend

Price & trend

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⚖️ Comparison with the market

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StockP/EDette/FPRevenue growthRating
Klaviyo, Inc.25.80.10+43.5 %🔒
Lyft, Inc.26.90.39+38.2 %–
Duolingo, Inc.15.60.07+56.5 %–
The Trade Desk, Inc.14.60.18+46.2 %–
ACI Worldwide, Inc.25.60.57+10.1 %–

Data from the Investlytic screener. The rating of the stock being viewed is reserved for members.

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Detailed analysis · Price trend

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Global model trend and annual price variations · visible with a free account.

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Revenues & profits

Revenue and net income

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Chart of revenues and net income over 8 periods · real data, no estimates.

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Financial indicators

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18 financial indicators analyzed by groups of criteria: valuation, profitability, growth, solidity, dividend, and momentum.

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Annual financial statements

Fiscal yearRevenueNet income Net marginEPSRevenue growth
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Complete annual financial statements: revenue, net income, margin, and EPS over 8 fiscal years.

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Key reported figures

Revenue, net income and net margin reported by Klaviyo, Inc. over the latest fiscal years.

Revenue
1.2 bn USD
fiscal year 2025
Net income
-31.8 m USD
fiscal year 2025
Net margin
-2.6 %
fiscal year 2025
Market cap
5.9 bn USD
Fiscal yearRevenueNet incomeNet marginRevenue growth
2021291 m-79.4 m-27.3 %n/a
2022473 m-49.2 m-10.4 %+62.7 %
2023698 m-308 m-44.1 %+47.7 %
2024937 m-46.1 m-4.9 %+34.3 %
20251.2 bn-31.8 m-2.6 %+31.6 %

Amounts converted to USD. Source: published annual accounts, collected on 06/11/2026.

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Accounts and financial health

Balance sheet and cash flow published by Klaviyo, Inc. over the last fiscal years, strength scores and valuation by discounted cash flow (DCF).

Overview
solid accounts
according to Altman Z, Piotroski and net debt
Altman Z-score
9.47
safe zone (above 2.99)
Piotroski Score
7 / 9
7 to 9: solid accounts
Net Debt / EBITDA
-12.64 x
net cash
Fiscal year20212022202320242025
Cash and investments328 m386 m739 m881 m1.1 bn
Total Debt65.5 m62.4 m51.6 m53.4 m121 m
Net Debt-262 m-323 m-687 m-828 m-944 m
Equity-2.2 bn-1.0 bn915 m1.0 bn1.2 bn
Total assets464 m629 m1.1 bn1.3 bn1.6 bn
Operating cash flow-22.7 m-23.6 m119 m166 m218 m
Investments (capex)13.0 m15.8 m3.7 m5.9 m9.5 m
Free cash-flow-37.0 m-41.8 m110 m149 m190 m
Share buybacks140 m0000
Dividends paid00000

Amounts in USD, currency of the published accounts.

Trailing 12-month ratios

Price / earnings (P/E)815.35 x
Price / book value6.83 x
Return on Equity (ROE)0.8 %
Return on Invested Capital (ROIC)-1.1 %
Net margin0.5 %
Debt / equity0.16 x
Current ratio2.80 x
Free cash-flow yield4.0 %

Altman Z: default risk estimated from the balance sheet and earnings. Piotroski: 9 tests on profitability, debt and efficiency. DCF: estimated value from discounted future cash flows, a model and not a forecast. Source: annual accounts published by the company, data as of 09/11/2026.

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Valuation and competitors

Klaviyo, Inc. compared with its sector on the same exchange and with its main competitors.

Company P/E
26.6
19.4 % below the sector
Sector median P/E
32.9
technology, NYSE
Sector over 10 years
38.6
10-year median, range 20.6 to 69.2

Direct competitors

CompanyMarket cap (USD)P/ENet margin
Klaviyo, Inc.6.0 bn25.8-2.6 %
Dropbox, Inc. DBX7.9 bn12.520.2 %
Wix.com Ltd. WIX3.2 bn13.92.5 %
Bullish BLSH3.6 bn63.7-0.3 %
Core Scientific, Inc. CORZ4.3 bnn/a-90.5 %
UiPath Inc. PATH7.2 bn18.1-5.2 %
Match Group, Inc. MTCH9.5 bn13.517.6 %
Paylocity Holding Corporation PCTY8.9 bn20.514.2 %
SoundHound AI, Inc. SOUN1.9 bnn/a-8.3 %
Sector median (NYSE)32.9

Trailing 12-month P/E. Sector: median of companies in the same sector listed on the same exchange, collected on . Competitors: comparable companies named by the data provider.

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Analyst consensus and forecasts

What the financial analysts covering Klaviyo, Inc. publish: ratings, price targets and earnings forecasts.

Majority rating
buy
22 analysts
Average price target
25.42 USD
from n/a to n/a, 40 targets over 12 months
Gap with the share price
+26.2 %
price 20.14 USD on 30/10/2026

Breakdown of ratings

strong buy 0buy 18hold 4sell 0strong sell 0

Average target over the last 3 months: 25.42 USD (12 targets).

Track record against expectations: reported EPS above consensus 10 times over the last 12 releases.

Source: ratings and forecasts published by analysts, collected on 07/11/2026. An analyst rating or target is not a guarantee.

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Who owns the stock

Free float, institutional investors, large funds, executives and elected officials: declared positions in Klaviyo, Inc.

Free float
85.1 %
share of freely traded shares
Large funds tracked
23
hold the stock as of 2026Q2
Executives (insiders)
0 / 12
0 purchases, 12 sales in 130 days

Large funds tracked

FundSharesValue (USD)Weight in the fundChangeQuarter
Vanguard Group14.4 m466 m0.0 %+12.3 %2025Q4
BlackRock7.6 m115 m0.0 %+74.8 %2026Q2
Fidelity6.6 m99.1 m0.0 %-32.9 %2026Q2
Wellington Management5.0 m76.2 m0.0 %-7.8 %2026Q2
State Street4.6 m70.1 m0.0 %+301.4 %2026Q2
Morgan Stanley4.4 m67.1 m0.0 %-12.3 %2026Q2
Millennium Management4.1 m62.2 m0.0 %+75.3 %2026Q2
Bank of America3.8 m57.7 m0.0 %+126.4 %2026Q2

Latest insider transactions

DatePersonSideAmount
07/10/2026Hallen Edsale672,806 USD
07/10/2026Hallen Edsale1.0 m USD
24/09/2026Hallen Edsale8,510 USD
24/09/2026Hallen Edsale13,616 USD
11/09/2026St. Ledger Susansale37,085 USD
31/08/2026Hallen Edsale801,748 USD

Sources: 13F filings (quarter shown), executives' Form 4 filings and US Congress members' disclosures, collected on 08/11/2026. Detailed disclosure obligations mainly apply to companies listed in the United States.

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PEA and practical information

PEA eligibility
no
head office outside the EU and EEA
Listing exchange
NYSE
IPO: 20/09/2023
ISIN code
US49845K1016
Workforce
2,316
full-time employees
Chief executive
Andrew Bialecki

Rule applied: the French PEA accepts shares of companies headquartered in the European Union or the European Economic Area and subject to corporate income tax; ADRs and tax-exempt property companies (SIIC) are excluded. The institution holding the PEA confirms eligibility.

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Frequently asked questions about Klaviyo, Inc.

What is the Klaviyo, Inc. share price?

Latest recorded price: 20.71 USD on 06/11/2026, for a market cap of 5.9 bn USD.

What is the revenue of Klaviyo, Inc.?

1.2 bn USD for fiscal year 2025, with net income of -31.8 m USD (net margin -2.6 %).

What do analysts say about Klaviyo, Inc.?

Out of 22 analysts: 18 buy or strong buy, 4 hold, 0 sell or strong sell. Average price target: 25.42 USD, i.e. +26.2 % from the share price.

What is the P/E ratio of Klaviyo, Inc.?

Trailing 12-month P/E of 26.6, against 32.9 for the sector median on the same exchange (10-year median: 38.6).

Is Klaviyo, Inc. stock eligible for the French PEA?

No: the company is headquartered outside the European Union and the European Economic Area (ISIN US49845K1016).

How many employees does Klaviyo, Inc. have?

2,316 full-time employees according to the latest published profile.

Who runs Klaviyo, Inc.?

Andrew Bialecki is the company's chief executive.

Which large funds own Klaviyo, Inc.?

As of 2026Q2, among the large funds tracked: Vanguard Group, BlackRock, Fidelity, Wellington Management, State Street.

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