KLAVIYO INC-A (KVYO) Fundamental Analysis & Valuation

NYSE:KVYO • US49845K1016

21.18 USD
+1.65 (+8.45%)
At close: Mar 5, 2026
21.6145 USD
+0.43 (+2.05%)
After Hours: 3/5/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This KVYO fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

5

KVYO gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 276 industry peers in the Software industry. KVYO has a great financial health rating, but its profitability evaluates not so good. KVYO is growing strongly while it is still valued neutral. This is a good combination!


Dividend Valuation Growth Profitability Health

2

1. KVYO Profitability Analysis

1.1 Basic Checks

  • KVYO had positive earnings in the past year.
  • KVYO had a positive operating cash flow in the past year.
  • In the past 5 years KVYO always reported negative net income.
  • In multiple years KVYO reported negative operating cash flow during the last 5 years.
KVYO Yearly Net Income VS EBIT VS OCF VS FCFKVYO Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2021 2022 2023 2024 2025 0 100M -100M 200M -200M -300M

1.2 Ratios

  • KVYO has a Return On Assets of -2.01%. This is comparable to the rest of the industry: KVYO outperforms 50.72% of its industry peers.
  • The Return On Equity of KVYO (-2.65%) is comparable to the rest of the industry.
Industry RankSector Rank
ROA -2.01%
ROE -2.65%
ROIC N/A
ROA(3y)-11.31%
ROA(5y)-11.77%
ROE(3y)-13.6%
ROE(5y)-14.96%
ROIC(3y)N/A
ROIC(5y)N/A
KVYO Yearly ROA, ROE, ROICKVYO Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2021 2022 2023 2024 2025 -10 -20 -30

1.3 Margins

  • The Gross Margin of KVYO (74.67%) is better than 64.49% of its industry peers.
  • In the last couple of years the Gross Margin of KVYO has remained more or less at the same level.
  • The Profit Margin and Operating Margin are not available for KVYO so they could not be analyzed.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM 74.67%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y0.79%
GM growth 5YN/A
KVYO Yearly Profit, Operating, Gross MarginsKVYO Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2021 2022 2023 2024 2025 0 20 -20 40 -40 60

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8

2. KVYO Health Analysis

2.1 Basic Checks

  • KVYO does not have a ROIC to compare to the WACC, probably because it is not profitable.
  • Compared to 1 year ago, KVYO has more shares outstanding
  • There is no outstanding debt for KVYO. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
KVYO Yearly Shares OutstandingKVYO Yearly Shares OutstandingYearly Shares Outstanding 2021 2022 2023 2024 2025 100M 200M 300M
KVYO Yearly Total Debt VS Total AssetsKVYO Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2021 2022 2023 2024 2025 500M 1B 1.5B

2.2 Solvency

  • KVYO has an Altman-Z score of 9.79. This indicates that KVYO is financially healthy and has little risk of bankruptcy at the moment.
  • KVYO has a better Altman-Z score (9.79) than 91.67% of its industry peers.
  • There is no outstanding debt for KVYO. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 9.79
ROIC/WACCN/A
WACC10.99%
KVYO Yearly LT Debt VS Equity VS FCFKVYO Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2021 2022 2023 2024 2025 0 200M 400M 600M 800M 1B

2.3 Liquidity

  • A Current Ratio of 4.27 indicates that KVYO has no problem at all paying its short term obligations.
  • The Current ratio of KVYO (4.27) is better than 81.52% of its industry peers.
  • A Quick Ratio of 4.27 indicates that KVYO has no problem at all paying its short term obligations.
  • KVYO has a Quick ratio of 4.27. This is amongst the best in the industry. KVYO outperforms 81.52% of its industry peers.
Industry RankSector Rank
Current Ratio 4.27
Quick Ratio 4.27
KVYO Yearly Current Assets VS Current LiabilitesKVYO Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

3. KVYO Growth Analysis

3.1 Past

  • KVYO shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 34.00%, which is quite impressive.
  • KVYO shows a strong growth in Revenue. In the last year, the Revenue has grown by 31.63%.
  • The Revenue has been growing by 37.69% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)34%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%171.43%
Revenue 1Y (TTM)31.63%
Revenue growth 3Y37.69%
Revenue growth 5YN/A
Sales Q2Q%29.62%

3.2 Future

  • Based on estimates for the next years, KVYO will show a very strong growth in Earnings Per Share. The EPS will grow by 34.21% on average per year.
  • Based on estimates for the next years, KVYO will show a quite strong growth in Revenue. The Revenue will grow by 19.98% on average per year.
EPS Next Y22.61%
EPS Next 2Y22.63%
EPS Next 3Y20.76%
EPS Next 5Y34.21%
Revenue Next Year23.27%
Revenue Next 2Y21.48%
Revenue Next 3Y20.76%
Revenue Next 5Y19.98%

3.3 Evolution

  • Although the future Revenue growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
KVYO Yearly Revenue VS EstimatesKVYO Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 1B 2B 3B 4B
KVYO Yearly EPS VS EstimatesKVYO Yearly EPS VS EstimatesYearly EPS VS Estimates 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 1 2 3 4

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Find the best growth stocksShow best growing peers

4

4. KVYO Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 31.61, KVYO can be considered very expensive at the moment.
  • Compared to the rest of the industry, the Price/Earnings ratio of KVYO indicates a somewhat cheap valuation: KVYO is cheaper than 60.14% of the companies listed in the same industry.
  • The average S&P500 Price/Earnings ratio is at 26.74. KVYO is around the same levels.
  • With a Price/Forward Earnings ratio of 25.78, KVYO can be considered very expensive at the moment.
  • 60.87% of the companies in the same industry are more expensive than KVYO, based on the Price/Forward Earnings ratio.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 24.82, KVYO is valued at the same level.
Industry RankSector Rank
PE 31.61
Fwd PE 25.78
KVYO Price Earnings VS Forward Price EarningsKVYO Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Based on the Price/Free Cash Flow ratio, KVYO is valued a bit cheaper than 61.59% of the companies in the same industry.
Industry RankSector Rank
P/FCF 33.74
EV/EBITDA N/A
KVYO Per share dataKVYO EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 1 2 3 4

4.3 Compensation for Growth

  • KVYO's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • A more expensive valuation may be justified as KVYO's earnings are expected to grow with 20.76% in the coming years.
PEG (NY)1.4
PEG (5Y)N/A
EPS Next 2Y22.63%
EPS Next 3Y20.76%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. KVYO Dividend Analysis

5.1 Amount

  • No dividends for KVYO!.
Industry RankSector Rank
Dividend Yield 0%

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Find the best dividend stocksShow peers with best dividend

KVYO Fundamentals: All Metrics, Ratios and Statistics

KLAVIYO INC-A

NYSE:KVYO (3/5/2026, 8:04:00 PM)

After market: 21.6145 +0.43 (+2.05%)

21.18

+1.65 (+8.45%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Earnings (Last)02-10
Earnings (Next)05-04
Inst Owners91.46%
Inst Owner Change9.11%
Ins Owners0.97%
Ins Owner Change22.74%
Market Cap6.40B
Revenue(TTM)1.23B
Net Income(TTM)-31.77M
Analysts85.33
Price Target34.41 (62.46%)
Short Float %7.14%
Short Ratio2.23
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)18.17%
Min EPS beat(2)9.99%
Max EPS beat(2)26.35%
EPS beat(4)4
Avg EPS beat(4)18.92%
Min EPS beat(4)9.99%
Max EPS beat(4)26.35%
EPS beat(8)8
Avg EPS beat(8)24.05%
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)2
Avg Revenue beat(2)2.22%
Min Revenue beat(2)1.64%
Max Revenue beat(2)2.81%
Revenue beat(4)4
Avg Revenue beat(4)2.5%
Min Revenue beat(4)1.64%
Max Revenue beat(4)3.13%
Revenue beat(8)8
Avg Revenue beat(8)2.4%
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)-22.71%
PT rev (3m)-23.08%
EPS NQ rev (1m)7.8%
EPS NQ rev (3m)9.41%
EPS NY rev (1m)0%
EPS NY rev (3m)10.88%
Revenue NQ rev (1m)1.3%
Revenue NQ rev (3m)1.39%
Revenue NY rev (1m)1.32%
Revenue NY rev (3m)2.82%
Valuation
Industry RankSector Rank
PE 31.61
Fwd PE 25.78
P/S 5.18
P/FCF 33.74
P/OCF 29.34
P/B 5.34
P/tB 5.34
EV/EBITDA N/A
EPS(TTM)0.67
EY3.16%
EPS(NY)0.82
Fwd EY3.88%
FCF(TTM)0.63
FCFY2.96%
OCF(TTM)0.72
OCFY3.41%
SpS4.09
BVpS3.96
TBVpS3.96
PEG (NY)1.4
PEG (5Y)N/A
Graham Number7.73
Profitability
Industry RankSector Rank
ROA -2.01%
ROE -2.65%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 74.67%
FCFM 15.36%
ROA(3y)-11.31%
ROA(5y)-11.77%
ROE(3y)-13.6%
ROE(5y)-14.96%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y0.79%
GM growth 5YN/A
F-Score5
Asset Turnover0.78
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA N/A
Cap/Depr 153.05%
Cap/Sales 2.31%
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 4.27
Quick Ratio 4.27
Altman-Z 9.79
F-Score5
WACC10.99%
ROIC/WACCN/A
Cap/Depr(3y)106.28%
Cap/Depr(5y)158.15%
Cap/Sales(3y)1.83%
Cap/Sales(5y)2.85%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)34%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%171.43%
EPS Next Y22.61%
EPS Next 2Y22.63%
EPS Next 3Y20.76%
EPS Next 5Y34.21%
Revenue 1Y (TTM)31.63%
Revenue growth 3Y37.69%
Revenue growth 5YN/A
Sales Q2Q%29.62%
Revenue Next Year23.27%
Revenue Next 2Y21.48%
Revenue Next 3Y20.76%
Revenue Next 5Y19.98%
EBIT growth 1Y15.55%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year52.69%
EBIT Next 3Y33.2%
EBIT Next 5Y44%
FCF growth 1Y27.44%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y31.37%
OCF growth 3YN/A
OCF growth 5YN/A

KLAVIYO INC-A / KVYO FAQ

Can you provide the ChartMill fundamental rating for KLAVIYO INC-A?

ChartMill assigns a fundamental rating of 5 / 10 to KVYO.


What is the valuation status of KLAVIYO INC-A (KVYO) stock?

ChartMill assigns a valuation rating of 4 / 10 to KLAVIYO INC-A (KVYO). This can be considered as Fairly Valued.


What is the profitability of KVYO stock?

KLAVIYO INC-A (KVYO) has a profitability rating of 2 / 10.


What are the PE and PB ratios of KLAVIYO INC-A (KVYO) stock?

The Price/Earnings (PE) ratio for KLAVIYO INC-A (KVYO) is 31.61 and the Price/Book (PB) ratio is 5.34.