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KVYO vs. AAPL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between KVYO and AAPL is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

KVYO vs. AAPL

Last updated May 29, 2025

Compare and contrast key facts about Klaviyo Inc. (KVYO) and Apple Inc (AAPL).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KVYO or AAPL.

Performance

KVYO vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Klaviyo Inc. (KVYO) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

KVYO:

0.71

AAPL:

0.18

Sortino Ratio

KVYO:

1.44

AAPL:

0.57

Omega Ratio

KVYO:

1.19

AAPL:

1.08

Calmar Ratio

KVYO:

0.84

AAPL:

0.23

Martin Ratio

KVYO:

2.27

AAPL:

0.72

Ulcer Index

KVYO:

18.59%

AAPL:

10.76%

Daily Std Dev

KVYO:

61.14%

AAPL:

33.10%

Max Drawdown

KVYO:

-50.29%

AAPL:

-81.80%

Current Drawdown

KVYO:

-31.59%

AAPL:

-22.44%

Fundamentals

Market Cap

KVYO:

$10.07B

AAPL:

$2.99T

EPS

KVYO:

-$0.17

AAPL:

$6.59

PS Ratio

KVYO:

10.00

AAPL:

7.47

PB Ratio

KVYO:

9.47

AAPL:

43.66

Total Revenue (TTM)

KVYO:

$1.01B

AAPL:

$400.37B

Gross Profit (TTM)

KVYO:

$763.23M

AAPL:

$186.70B

EBITDA (TTM)

KVYO:

-$69.01M

AAPL:

$138.87B

Returns By Period

In the year-to-date period, KVYO achieves a -18.40% return, which is significantly higher than AAPL's -19.77% return.

KVYO

YTD

-18.40%

1M

10.80%

6M

-8.06%

1Y

43.25%

3Y*

N/A

5Y*

N/A

10Y*

N/A

AAPL

YTD

-19.77%

1M

-4.50%

6M

-14.48%

1Y

5.98%

3Y*

10.82%

5Y*

21.00%

10Y*

21.25%

*Annualized

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Klaviyo Inc.

Apple Inc

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

KVYO vs. AAPL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
KVYO
The Risk-Adjusted Performance Rank of KVYO is 7676
Overall Rank
The Sharpe Ratio Rank of KVYO is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of KVYO is 7676
Sortino Ratio Rank
The Omega Ratio Rank of KVYO is 7474
Omega Ratio Rank
The Calmar Ratio Rank of KVYO is 8080
Calmar Ratio Rank
The Martin Ratio Rank of KVYO is 7474
Martin Ratio Rank
AAPL
The Risk-Adjusted Performance Rank of AAPL is 5757
Overall Rank
The Sharpe Ratio Rank of AAPL is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of AAPL is 5353
Sortino Ratio Rank
The Omega Ratio Rank of AAPL is 5454
Omega Ratio Rank
The Calmar Ratio Rank of AAPL is 6262
Calmar Ratio Rank
The Martin Ratio Rank of AAPL is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

KVYO vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Klaviyo Inc. (KVYO) and Apple Inc (AAPL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current KVYO Sharpe Ratio is 0.71, which is higher than the AAPL Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of KVYO and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

KVYO vs. AAPL - Dividend Comparison

KVYO has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.50%.

TTM20242023202220212020201920182017201620152014
KVYO
Klaviyo Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AAPL
Apple Inc		0.50%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%

Drawdowns

KVYO vs. AAPL - Drawdown Comparison

The maximum KVYO drawdown since its inception was -50.29%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for KVYO and AAPL.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

KVYO vs. AAPL - Volatility Comparison

Klaviyo Inc. (KVYO) has a higher volatility of 15.87% compared to Apple Inc (AAPL) at 9.66%. This indicates that KVYO's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Financials

KVYO vs. AAPL - Financials Comparison

This section allows you to compare key financial metrics between Klaviyo Inc. and Apple Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

0.0020.00B40.00B60.00B80.00B100.00B120.00BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
279.83M
95.36B
(KVYO) Total Revenue
(AAPL) Total Revenue
Values in USD except per share items

KVYO vs. AAPL - Profitability Comparison

The chart below illustrates the profitability comparison between Klaviyo Inc. and Apple Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
40.0%50.0%60.0%70.0%80.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
75.8%
47.1%
(KVYO) Gross Margin
(AAPL) Gross Margin
KVYO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Klaviyo Inc. reported a gross profit of 212.13M and revenue of 279.83M. Therefore, the gross margin over that period was 75.8%.

AAPL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Apple Inc reported a gross profit of 44.87B and revenue of 95.36B. Therefore, the gross margin over that period was 47.1%.

KVYO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Klaviyo Inc. reported an operating income of -23.75M and revenue of 279.83M, resulting in an operating margin of -8.5%.

AAPL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Apple Inc reported an operating income of 29.59B and revenue of 95.36B, resulting in an operating margin of 31.0%.

KVYO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Klaviyo Inc. reported a net income of -14.09M and revenue of 279.83M, resulting in a net margin of -5.0%.

AAPL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Apple Inc reported a net income of 24.78B and revenue of 95.36B, resulting in a net margin of 26.0%.