KVYO

Technology

Klaviyo, Inc. · Software - Infrastructure · $4B

UQS Score — Balanced Preset
49.2
Below Average

Klaviyo, Inc. scores 49.2/100 using the Balanced preset.

UQS vs Technology Sector
KVYO
49.2
Sector avg
38.0
Quality
Weak
Moat
Weak
Growth
Good
Risk
Neutral
Valuation
Attractive

What is Klaviyo, Inc.?

Klaviyo, Inc. is a Boston-based software-as-a-service company that helps businesses reach customers through personalized email, SMS, and push notification campaigns. Its platform is built around ecommerce and direct-to-consumer marketing automation.

Klaviyo operates a marketing automation platform that enables businesses to send targeted, data-driven messages across multiple channels. Revenue is generated through subscription access to its SaaS platform, which scales with the size of a customer's contact list and messaging volume. The platform connects customer behavior data — purchases, clicks, browsing — directly to campaign logic, allowing brands to automate personalized outreach without heavy technical resources.

Klaviyo was incorporated in 2012 and is headquartered in Boston, Massachusetts.

  • Email marketing automation with purchase and click tracking
  • SMS text marketing for ecommerce retention and growth
  • Mobile push notifications delivered to customer lock screens
  • Product review collection and management tools
  • Customer data platform for storing and activating behavioral data

Is KVYO a Good Stock to Buy?

UQS Score rates KVYO as Below Average overall.

Klaviyo's strongest showing comes from its Growth and Valuation pillars, both rated Good — suggesting the company is expanding its business at a meaningful pace relative to its current pricing. For a relatively young SaaS company, that combination can attract investors willing to look past near-term profitability gaps.

The Quality and Moat pillars both register as Weak, pointing to limited competitive differentiation and profitability characteristics that trail sector peers — a meaningful concern for long-term holders.

See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does KVYO pay dividends?

No — Klaviyo, Inc. does not currently pay a dividend.

Klaviyo does not currently pay a dividend. As a growth-stage SaaS company, capital is directed toward product development, customer acquisition, and platform expansion rather than shareholder distributions. Investors drawn to KVYO are generally seeking growth rather than income, and a dividend is not typical for companies at this stage of the software lifecycle.

When does KVYO report earnings?

Klaviyo reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.

The company's Growth pillar rating of Good reflects a trajectory of expanding revenue, though profitability metrics remain a work in progress relative to more established software peers. Investors should track how efficiently Klaviyo converts revenue growth into improving margins over successive quarters.

For the most recent quarter's results and guidance, visit Klaviyo's official investor relations page.

KVYO Price History

-41.2% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in Klaviyo, Inc.?

$
Today it would be worth
$7,914
That's a -20.9% total return, or -20.9% annualized.

Based on Klaviyo, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

KVYO Long-term Outlook

Klaviyo's fundamental outlook is shaped by a Good Growth pillar paired with a Neutral Risk profile — a combination that suggests continued top-line expansion without extreme near-term financial stress. However, Weak Quality and Moat ratings indicate the company has not yet built the durable competitive advantages or profitability characteristics that define the sector's top-tier names. The path forward depends heavily on whether Klaviyo can deepen platform stickiness and improve unit economics as it scales.

Growth drivers

  • Expanding ecommerce adoption driving demand for marketing automation tools
  • Cross-sell opportunities across email, SMS, and push notification channels
  • International expansion into Western Europe, Australia, and New Zealand

Key risks

  • Weak Moat rating signals vulnerability to competition from larger, better-resourced platforms
  • Weak Quality pillar reflects profitability gaps that could pressure the business in a slower-growth environment
  • Valuation rated Good but not cheap — limited margin of safety if growth decelerates

KVYO vs Peers

Klaviyo operates in a competitive technology landscape alongside companies that serve overlapping but distinct market needs.

CORZKVYO scores higher
Core Scientific, Inc.

Core Scientific focuses on digital asset infrastructure and high-performance computing, operating in a very different segment of the technology market than Klaviyo's marketing SaaS model.

WEXSimilar UQS
WEX Inc.

WEX provides payment solutions and data analytics for fleet and corporate spending, targeting enterprise finance workflows rather than ecommerce marketing automation.

DBXKVYO scores lower
Dropbox, Inc.

Dropbox centers on cloud-based file storage and collaboration tools, serving a broad business audience rather than Klaviyo's ecommerce-focused marketing platform.

Frequently Asked Questions

What does Klaviyo do?

Klaviyo provides a SaaS marketing automation platform that helps businesses send personalized messages via email, SMS, and mobile push notifications. Its platform connects customer behavior data — like purchases and clicks — to automated campaigns, primarily serving ecommerce and direct-to-consumer brands of all sizes.

Does KVYO pay dividends?

No, Klaviyo does not currently pay a dividend. The company reinvests available capital into growth initiatives including product development and customer acquisition. Investors in KVYO are generally seeking capital appreciation rather than income distributions.

When does KVYO report earnings?

Klaviyo follows a standard quarterly earnings cadence for US-listed companies. For the exact schedule and most recent results, check Klaviyo's investor relations page directly, as dates can shift and our data source does not cover specific upcoming earnings dates.

Is KVYO a good stock to buy?

UQS Score rates KVYO as Below Average overall. While the Growth and Valuation pillars show relative strength, the Weak Quality and Moat ratings highlight meaningful gaps in profitability and competitive durability. Whether KVYO fits a portfolio depends on an investor's risk tolerance and time horizon. View the full pillar breakdown with a Pro account.

Is KVYO overvalued?

The Valuation pillar for KVYO is rated Good, suggesting the current price is not extreme relative to the company's growth profile. That said, a Good Valuation rating does not mean the stock is cheap — it means the pricing appears reasonable in context. The full valuation metrics are available to Pro members.

How does KVYO compare to its competitors?

Klaviyo's closest listed peers — Core Scientific, WEX, and Dropbox — operate in distinct technology niches. Klaviyo's differentiation lies in its ecommerce-native marketing automation approach. The UQS Score platform allows side-by-side pillar comparisons across these names for Pro members.

What is KVYO's market cap bracket?

Klaviyo is currently classified as a mid-cap company. This places it in a tier that often balances growth potential with greater volatility than large- or mega-cap peers, and less liquidity risk than small- or micro-cap names.

Who founded Klaviyo?

Klaviyo was founded by Andrew Bialecki and Ed Hallen. The company was incorporated in 2012 and has grown from a small email marketing tool into a full marketing automation platform serving businesses across North America, Europe, and beyond.

Is KVYO a long-term quality investment?

As a long-term quality indicator, KVYO's Below Average UQS Score reflects current limitations in its Moat and Quality pillars that matter most over extended holding periods. The Growth pillar is a positive signal, but durable long-term quality typically requires stronger competitive advantages and profitability characteristics than Klaviyo currently demonstrates.

What is the main competitive advantage of Klaviyo?

Klaviyo's platform advantage lies in its deep integration of customer data with automated messaging across email, SMS, and push channels — purpose-built for ecommerce. However, the UQS Moat pillar rates this advantage as Weak, suggesting the differentiation has not yet translated into durable pricing power or switching costs at the level of sector leaders.

Is KVYO a growth stock or value stock?

KVYO leans toward the growth side of the spectrum. Its Growth pillar is rated Good, reflecting meaningful revenue expansion, while the Valuation pillar is also rated Good — meaning it is not priced at deep-value levels. It sits in a middle zone: a growth-oriented company at a moderate price relative to its trajectory.

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Pro Analysis

KVYO — Score History

3540455055Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 17 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 22, 202649.224.538.072.447.180.1+7.3
May 10, 202641.90.038.072.436.982.6+0.2
May 8, 202641.70.038.072.236.981.2-6.1
May 7, 202647.821.738.071.847.176.7+2.0
May 3, 202645.821.738.071.847.163.4-0.8
Apr 26, 202646.621.738.071.847.168.6-0.3
Apr 22, 202646.921.738.071.847.170.2+0.6
Apr 21, 202646.321.338.071.847.167.3-0.6
Apr 19, 202646.921.738.071.847.170.2-0.5
Apr 14, 202647.422.438.071.847.172.8-0.4

KVYO — Pillar Breakdown

Quality

24.5/100 (25%)

Klaviyo, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.

Capital Efficiency (ROIC)Weak

How effectively capital is deployed to generate returns.

Return on EquityWeak

Profitability relative to shareholders' equity.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Gross Profit / AssetsStrong

Asset productivity — how much gross profit each dollar of assets generates.

Cash GenerationModerate

Free cash flow relative to market value.

Growth

72.4/100 (20%)

Klaviyo, Inc. demonstrates healthy growth trends across revenue and earnings.

Recent Revenue TrendModerate

Revenue trajectory over the last twelve months.

3Y Revenue CAGRModerate

Compound annual revenue growth rate over 3 years.

EPS GrowthModerate

Year-over-year earnings per share growth.

Forward Revenue OutlookStrong

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

47.1/100 (15%)

Klaviyo, Inc. has some risk factors including moderate leverage or solvency concerns.

Financial LeverageWeak

Debt levels relative to earnings capacity.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioStrong

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

80.2/100 (15%)

Klaviyo, Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldModerate

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

Moat

38/100 (25%)

Klaviyo, Inc. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for KVYO.

Score Composition

Quality
24.5×25%6.1
Growth
72.4×20%14.5
Risk
47.1×15%7.1
Valuation
80.2×15%12.0
Moat
38.0×25%9.5
Total
49.2Below Average

Financial Data

More Stock Analysis

How is the KVYO UQS Score Calculated?

The UQS (Unified Quality Score) for Klaviyo, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Klaviyo, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Klaviyo, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.