Klaviyo, Inc.
$15.70
-15%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.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
Medium confidenceValuation multiple is compressed (P/E -142.7).
Valuation inputs: P/E -142.7, earnings yield N/A, momentum -14.5%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is soft (ROE -2.6%, ROIC -5.1%).
Profitability stack: net margin -2.6%, ROE -2.6%, ROIC -5.1%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceDownside profile is elevated and scenario stress-testing is essential.
Risk factors: liabilities/assets +24.3%, momentum -14.5%, net margin -2.6%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Klaviyo, Inc. Market vs Earnings Trajectory
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Klaviyo, Inc. Fair Value Envelope
Klaviyo, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.
Operating Margin
Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.
Net Profit Margin
Net losses indicate the company is burning cash. Sustainability depends on path to profitability.
Profitability Insight
Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.
Klaviyo, Inc. Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Negative free cash flow despite positive earnings raises concerns about cash generation ability or heavy capital requirements.
CapEx Intensity
Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.
FCF Growth Trend
Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.
Working Capital Impact
Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.
Klaviyo, Inc. Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.
Debt-to-Equity Ratio
Conservative capital structure. The company relies primarily on equity financing, indicating low financial risk.
Working Capital
Strong working capital position provides significant operational flexibility and financial cushion.
Asset Composition
Asset-light business model with high liquidity. Majority of assets are easily convertible to cash.
Financial Health Insight
Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.
Klaviyo, Inc. Street Expectations Map
Wall Street analysts project that KVYO stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 31.38, with estimates ranging from a low of 25.00 to a high of 37.00.
The consensus 1-year price target stands at 31.38, with estimates ranging from a low of 25.00 to a high of 37.00.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.
Analyst Conviction
Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.
Market Sentiment Insight
Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.
Klaviyo, Inc. Insider Positioning
During the last 12 months, insiders have purchased $300K and sold $582.59M worth of KVYO shares, resulting in $582.29M of net selling activity.
3 Months
0
0.00
1.6M
27.68M
-27.7M
-$27.68M
3-6 Months
16.3K
300.31K
1.3M
33.67M
-33.4M
-$33.37M
6-9 Months
0
0.00
5.1M
158.18M
-158.2M
-$158.18M
9-12 Months
0
0.00
11.6M
363.05M
-363.1M
-$363.05M
Top Buyers
Ceran Jennifer
Director
$300K
Top Sellers
Summit Partners L P
10 Percent Owner
$485.20M
Bialecki Andrew
Director, 10 Percent Owner, Officer: Co-Chief Executive Officer
$90.33M
Whalen Amanda
Officer: Chief Financial Officer
$2.60M
Edmond Landon
Officer: Chief Legal Officer
$1.82M
Hallen Ed
Director, 10 Percent Owner:
$977K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $582.29M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
No Dividend Yield Data
KVYO has not reported any dividend yield values in the available annual periods.
kvyo Dividend History
Learning Layer
Related Guides
Build conviction on KVYO by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.