Financial Analysis: Klaviyo (KVYO) vs. The Competition

Klaviyo (NYSE:KVYO) is one of 441 publicly-traded companies in the “Prepackaged software” industry, but how does it weigh in compared to its competitors? We will compare Klaviyo to related companies based on the strength of its profitability, risk, dividends, valuation, earnings, analyst recommendations and institutional ownership.

Valuation & Earnings

This table compares Klaviyo and its competitors revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Klaviyo	$698.10 million	-$308.23 million	-27.68
Klaviyo Competitors	$2.15 billion	$348.07 million	12.79

Klaviyo’s competitors have higher revenue and earnings than Klaviyo. Klaviyo is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Institutional and Insider Ownership

45.4% of Klaviyo shares are owned by institutional investors. Comparatively, 56.7% of shares of all “Prepackaged software” companies are owned by institutional investors. 53.2% of Klaviyo shares are owned by company insiders. Comparatively, 19.3% of shares of all “Prepackaged software” companies are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Profitability

This table compares Klaviyo and its competitors’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Klaviyo	-42.15%	-32.19%	-27.22%
Klaviyo Competitors	-60.89%	-9.28%	-7.96%

Analyst Recommendations

This is a summary of recent ratings and price targets for Klaviyo and its competitors, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Klaviyo	0	2	15	0	2.88
Klaviyo Competitors	2296	15474	30545	864	2.61

Klaviyo presently has a consensus target price of $37.38, suggesting a potential downside of 4.24%. As a group, “Prepackaged software” companies have a potential upside of 13.39%. Given Klaviyo’s competitors higher probable upside, analysts plainly believe Klaviyo has less favorable growth aspects than its competitors.

Summary

Klaviyo competitors beat Klaviyo on 8 of the 12 factors compared.

Klaviyo Company Profile

Klaviyo, Inc., a technology company, provides a software-as-a-service platform in the United States, other Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers Klaviyo, a cloud-native platform for data store, segmentation engine, campaigns and flows, and messaging infrastructure. It also provides email to send personalized marketing emails, including drag-and-drop email templates to edit and customize pre-built templates; email campaigns and automations with smart send time features, generative artificial intelligence for subject line creation, A/B testing tools, and consumer list segmentation; short message services to send targeted marketing text messages to consumers, as well as built-in contact cards to ensure that texts does not appear as random numbers; and push, a personalized push notification to engage with consumer. In addition, the company offers other applications, such as reviews, which collect product reviews; and customer data platform that allows to manage, deploy, transform, and sync data. It serves its products to entrepreneurs, small and medium-sized businesses to mid-market businesses, and enterprises. The was incorporated in 2012 and is headquartered in Boston, Massachusetts.