- Sector
- Technology
- Industry
- Software - Infrastructure
- IPO Date
- Sep 20, 2023
Highlights
- Market Cap
- $5.34B
- Enterprise Value
- $4.50B
- EPS (TTM)
- -$0.03
- Total Revenue (TTM)
- $1.31B
- Gross Profit (TTM)
- $978.26M
- EBITDA (TTM)
- -$28.45M
- Year Range
- $12.53 - $36.76
- Target Price
- $33.13
- ROA (TTM)
- -0.57%
- ROE (TTM)
- -0.75%
- Avg. Volume (1M)
- 4M
- Avg. Volume Value (1M)
- $73.30M
Share Price Chart
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Performance
KVYO Performance Chart
Klaviyo Inc. (KVYO) is down 45.1% since the beginning of the year. At $18 per share, KVYO is trading 51.5% below its 52-week high of $37.
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Returns By Period
Klaviyo Inc. (KVYO) has returned -45.06% so far this year and -39.97% over the past 12 months.
Klaviyo Inc.
- 1D
- -2.78%
- 1M
- 5.56%
- 6M
- -19.68%
- YTD
- -45.06%
- 1Y
- -39.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -22.32%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
KVYO Monthly Returns History
Based on dividend-adjusted daily data since Sep 20, 2023, KVYO's average daily return is -0.02%, while the average monthly return is -1.21%.
Historically, 51% of months were positive and 49% were negative. The best month was Aug 2024 with a return of +20.1%, while the worst month was Jan 2026 at -31.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.
On a daily basis, KVYO closed higher 50% of trading days. The best single day was Aug 8, 2024 with a return of +33.4%, while the worst single day was May 6, 2026 at -32.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -31.60% | -21.61% | 11.77% | 3.24% | -21.15% | -4.67% | 18.15% | -45.06% | |||||
| 2025 | 11.57% | -14.54% | -23.04% | 0.59% | 11.70% | -1.24% | -7.39% | 4.31% | -14.64% | -6.10% | 9.85% | 13.69% | -21.27% |
| 2024 | -6.95% | 2.51% | -3.85% | -12.09% | 1.07% | 9.94% | 5.26% | 20.08% | 12.46% | 7.49% | -2.34% | 11.04% | 48.45% |
| 2023 | -6.12% | -17.42% | 4.00% | -6.24% | -24.41% |
Benchmark Metrics
Klaviyo Inc. has an annualized alpha of -28.17%, beta of 1.41, and R2 of 0.12 versus S&P 500 Index. Calculated based on daily prices since September 20, 2023.
- This stock participated in 158.32% of S&P 500 Index downside but only -20.12% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.12 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -28.17%
- Beta
- 1.41
- R²
- 0.12
- Upside Capture
- -20.12%
- Downside Capture
- 158.32%
Return for Risk
Risk / Return Rank
KVYO ranks 19 for risk / return — above 19% of stocks peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Klaviyo Inc. (KVYO) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KVYO | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.02 | ||
| Sortino ratioReturn per unit of downside risk | -2.50 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.25 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.67 | 2.00 | -2.67 |
| Martin ratioReturn relative to average drawdown | -1.09 | 8.49 | -9.58 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Klaviyo Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Klaviyo Inc. was 73.86%, occurring on Jun 22, 2026. The portfolio has not yet recovered.
The current Klaviyo Inc. drawdown is 63.73%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-73.86%Jun 2026 | 1y 4mo | — | 1y 5moFeb 2025 - now | — |
-41.41%May 2024 | 7mo 21d | 5mo 6d | 1y 22dSep 2023 - Oct 2024 | — |
-17.37%Nov 2024 | 1d | 1mo 1d | 1mo 2dNov 2024 - Dec 2024 | — |
-11.30%Jan 2025 | 21d | 15d | 1mo 6dDec 2024 - Jan 2025 | — |
-4.55%Dec 2024 | 1d | 6d | 6dDec 2024 - Dec 2024 | — |
Drawdown Indicators
| KVYO | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.86% | -56.78% | -17.08% |
Max Drawdown (1Y)Largest decline over 1 year | -64.20% | -9.10% | -55.10% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -63.73% | -1.58% | -62.15% |
Average DrawdownAverage peak-to-trough decline | -33.27% | -10.70% | -22.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 39.13% | 2.14% | +36.99% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Klaviyo Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Klaviyo Inc. is priced in the market compared to other companies in the Software - Infrastructure industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for KVYO relative to other companies in the Software - Infrastructure industry. Currently, KVYO has a P/S ratio of 4.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for KVYO in comparison with other companies in the Software - Infrastructure industry. Currently, KVYO has a P/B value of 4.7. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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