Klaviyo Inc. Series A Common Stock (KVYO)

FairStock Score: 50/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

Klaviyo is a software business with real revenue momentum: in fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $370.6M and net income was -$8.8M, or diluted EPS -$0.03; the prior-year fiscal Q2 2025, quarter ended 2025-06-30, had revenue $293.1M and net loss $24.3M. Full-year fiscal 2025, period ended 2025-12-31, revenue was $1.2B, with net loss $31.8M, much improved from fiscal 2024, period ended 2024-12-31, net loss $46.1M and fiscal 2023, period ended 2023-12-31, net loss $308.2M. TTM free cash flow is $236.4M, a FairStock FCF yield of 4.7% on the $5.0B market cap, and debt is low with D/E of 0.12. That is a business moving toward profitability.

In plain English: Klaviyo sells cloud software that helps businesses manage marketing, customer data, and analytics. The business is growing revenue and producing positive cash flow, but it has not yet earned consistent annual profits, and the latest filed quarter showed a small loss. At the recent $16.95 close, the shares look expensive relative to its reported earnings and accounting value.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer