KVYO - NYSE

Klaviyo, Inc.

Klaviyo, Inc.

KVYOยทNYSE

$15.70

-15%
TechnologySoftware - Infrastructure

Klaviyo, Inc., a technology company that provides a software-as-a-service platform to enable its customers to send the right messages at the right time across email, short message service (SMS), and push notifications. The company offers Klaviyo, a marketing automation platform that sends personalized and targeted messages. Its products include email marketing solution to track every click and purchase to optimize campaigns; SMS, a text marketing solution for ecommerce growth and retention; and mobile push solution that reaches customers directly on their lock screen with mobile push notifications. The company also provides Review solution to get the product reviews; and a customer data platform that helps store, analyze, and use data at scale. It serves individuals, small and medium enterprises, and companies in North America, Western Europe, Canada, the United Kingdom, Australia, and New Zealand. The was incorporated in 2012 and is based in Boston, Massachusetts.

StatementsValue Model

At a Glance

Live Snapshot
Market Cap$4.70B
EPS-0.1100
P/E Ratio-142.73
Earnings Date08/04/2026
Klaviyo, Inc.

Klaviyo, Inc. Fair Value Envelope

KVYO ยท NYSE

Our analysis suggests that KVYO has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $15.7, this represents a potential HIDDEN relative to our calculated worth for Klaviyo, Inc..

HIDDEN
Intrinsic Value
Current Price: $15.7

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$24.8B
+ Cash & Equivalents$1.1B
Firm Value$25.9B
- Debt$120.7M
Equity Value$25.7B
/ Shares Outstanding301,899,294B
DCF Value$85
UNDERVALUED BY 443%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$277.8M
$354.1M
$451.2M
$575.1M
$732.9M
$934.0M
$1.2B
$1.5B
$1.9B
$2.5B
Maintenance CapEx
-$7.3M
-$9.2M
-$11.8M
-$15.0M
-$19.1M
-$24.4M
-$31.1M
-$39.6M
-$50.5M
-$64.3M
Owner Earnings
$270.6M
$344.8M
$439.4M
$560.0M
$713.7M
$909.6M
$1.2B
$1.5B
$1.9B
$2.4B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$250.5M
$295.6M
$348.8M
$411.6M
$485.7M
$573.2M
$676.4M
$798.1M
$941.8M
$1.1B
Terminal Value represents 76.2% of Enterprise Value

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