KVYO
Klaviyo, Inc.
Technology · Software - Application · NYQ
$14.21
Close 2026-05-28
✓ ETHICAL PASS

UNKNOWN MOAT
HIGH
Data Confidence: 86%
Full financial profile available
Market Cap
$4.3B
Trailing P/E
Forward P/E
13.73
Rev Growth
+27.9%
Profit Margin
-0.7%
ROE
-0.8%
Analyst Target
$30.00
Recommendation
NONE
About Klaviyo, Inc.

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.

Ethical Screen
Business ActivityPASS
Debt RatioN/A
Cash RatioN/A
Receivables RatioN/A
Revenue Ratio (0.00%)PASS
OverallPASS
Score Ethical: 64.7
Score Valuation: 71.5
Score Quality: 33.8
Score Combined: 46.9

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation85.0
Quality25.0
Cash Flow71.0
Moat40.0
Balance Sheet0.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity100.0
Compliance100.0
Tier: BRONZE · Score: 47.7 · Rank: #2439
Insider Transactions
No insider transaction data.
Top Institutional Holders
No institutional holder data.
Additional Fundamentals
Enterprise Value
$3.5B
Price/Book
3.87
Beta
0.791
Analysts
22
Total Revenue (TTM)
$1.3B
Total Debt
$117.2M
Short Ratio
2.97
Short % Float
0.2%
Employees
2,333

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

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Trade Consideration
The Opportunity
Score 46.9 (P66 — top 33.5% of scored tickers). Unknown Moat. Ethical PASS. 22 analysts at None.
Price: $14.21 | Target: $29.23 (+106%)
Score
47
Moat
Unknown
Conviction
Standard
Upside
+106%
The Fundamentals
Revenue Growth+27.9%
Profit Margin-0.7%
ROE-0.8%
Forward P/E13.7
Market Cap$4.3B
Position Sizing Scenarios
Stop: $12.08 (-15%) | Entry: $14.21
SharesCostProfit to TargetR:R
To Consensus ($29.23, 22 analysts)
10$142.10+$150.20 (106%)7.1R
50$710.50+$751.00 (106%)7.1R
100$1,421.00+$1,502.00 (106%)7.1R
Risk Factors
  • No elevated risk flags in current data
The Verdict
Klaviyo, Inc. passes all ethical screens, holds a unknown competitive moat, and is growing revenue at +27.9%.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

D
Quant Score
38.2
Risk Grade
Layers
7
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-6.0%
worst expected daily loss, 19 in 20 days
CVaR 95%
-10.1%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-0.40
above 1.0 is good
Max Drawdown
-71.1%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
75
Liquidity Grade
LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
LOWER_HALF
Beta
Relative Volume
0.8x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
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PCOR0.494
Inverse Correlated
TickerCorrelation
ALEC.AE-0.221
NBB.BH-0.213
AWK-0.212
CCH.L-0.200
DVA-0.196
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Monday
Worst Day
Friday
Best Month
Dec
Worst Month
Feb
Fri-Mon Effect
-0.7665518321779835
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-26.1%
3M Return
-20.2%
6M Return
-46.9%
12M Return
-56.5%
Momentum Rank
#4360
Momentum Signal
STRONG_DOWN

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