Klaviyo, Inc. (KVYO)
Information Technology · B2C customer relationship management (CRM) and marketing automation · NYSE
Klaviyo is an AI-first B2C CRM that unifies first-party customer data and automates personalized marketing and service experiences across email, SMS, and WhatsApp for consumer brands.
What Klaviyo, Inc. does
Klaviyo is a B2C customer relationship management (CRM) platform that helps consumer brands unify first-party customer data and drive personalized, revenue-generating experiences across marketing, service, and analytics channels. The company's Klaviyo Data Platform (KDP) aggregates customer data from internal systems and over 350 third-party integrations to create unified consumer profiles, enabling businesses to segment audiences and deliver omnichannel campaigns via email, SMS, WhatsApp, and other channels. The platform includes AI-powered features like Marketing Agent and Customer Agent, as well as integrated customer service capabilities, and serves over 196,000 businesses globally with subscription pricing tied to active consumer profiles and message volume.
Themes: ["B2C CRM / customer relationship management","Marketing automation and email","SMS and omnichannel messaging","AI-first customer engagement","First-party data platform","Customer service automation","Predictive analytics and segmentation","eCommerce and retail"]
Fundamentals
- Price$16.91 as of 2026-07-10 close
- Market cap$5.1B as of 2026-07-12
- 1-year return-48.0% as of 2026-07-10 close
- Net margin-0.7% as of 2026-07-12
- Gross margin+74.5% as of 2026-07-12
- ROE-0.8% as of 2026-07-12
- Debt / equity0.00 as of 2026-07-12
- Revenue growth (YoY)+30.3% as of 2026-07-12
- Revenue CAGR (3y)+37.7% SEC XBRL
- Beta0.59 as of 2026-07-12
Key risks (from latest filing)
["The company is currently unprofitable with a negative net margin of -0.66%, indicating ongoing operating losses despite revenue growth of 30.27% YoY.","Stock price has declined significantly (down 47.97% over 1 year), reflecting investor concerns about growth sustainability, competitive pressures, or broader market conditions affecting SaaS valuations.","Heavy dependence on customer retention and land-and-expand strategy; concentration in retail and eCommerce verticals creates exposure to economic downturns affecting consumer spending."]
Competitors & peers
- HubSpot (HUBS) – integrated CRM platform with marketing automation and service features
- Shopify (SHOP) – eCommerce platform with customer engagement and marketing capabilities
- Braze – customer engagement platform for omnichannel marketing
- Segment (Twilio segment offering) – customer data platform
- Iterable – customer communications platform
- ActiveCampaign – CRM and marketing automation
Fundamentals: Finnhub, as of 2026-07-12. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.