KVYO vs. VRT
KVYO (Klaviyo Inc.) and VRT (Vertiv Holdings Co.) are both stocks. KVYO operates in Software - Infrastructure (Technology), while VRT operates in Electrical Equipment & Parts (Industrials). Over the past year, KVYO returned -59.85% vs 202.31% for VRT. At a 0.22 correlation, their price movements are largely independent.
Performance
KVYO vs. VRT - Performance Comparison
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Returns By Period
In the year-to-date period, KVYO achieves a -60.39% return, which is significantly lower than VRT's 121.05% return.
KVYO
- 1D
- -2.94%
- 1M
- -13.52%
- YTD
- -60.39%
- 6M
- -61.33%
- 1Y
- -59.85%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VRT
- 1D
- 7.48%
- 1M
- 9.34%
- YTD
- 121.05%
- 6M
- 115.41%
- 1Y
- 202.31%
- 3Y*
- 147.70%
- 5Y*
- 67.87%
- 10Y*
- —
KVYO vs. VRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
KVYO Klaviyo Inc. | -60.39% | -21.27% | 48.45% | -24.41% |
VRT Vertiv Holdings Co. | 121.05% | 42.80% | 136.82% | 26.27% |
Correlation
The correlation between KVYO and VRT is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2023 | 0.22 |
The correlation between KVYO and VRT shifts across timeframes, from -0.01 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
Fundamentals
KVYO:
$3.93B
VRT:
$140.37B
KVYO:
-$0.03
VRT:
$3.99
KVYO:
2.94
VRT:
12.91
KVYO:
3.41
VRT:
33.07
KVYO:
$1.31B
VRT:
$10.84B
KVYO:
$978.26M
VRT:
$3.92B
KVYO:
-$28.45M
VRT:
$2.35B
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Return for Risk
KVYO vs. VRT — Risk / Return Rank
KVYO
VRT
KVYO vs. VRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Klaviyo Inc. (KVYO) and Vertiv Holdings Co. (VRT). 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.
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 | VRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.33 | ||
| Sortino ratioReturn per unit of downside risk | -4.96 | ||
| Omega ratioGain probability vs. loss probability | 0.83 | 1.46 | -0.64 |
| Calmar ratioReturn relative to maximum drawdown | -0.93 | 8.04 | -8.98 |
| Martin ratioReturn relative to average drawdown | -1.72 | 21.32 | -23.03 |
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Drawdowns
KVYO vs. VRT - Drawdown Comparison
The maximum KVYO drawdown since its inception was -73.86%, roughly equal to the maximum VRT drawdown of -71.24%. Use the drawdown chart below to compare losses from any high point for KVYO and VRT.
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Drawdown Indicators
| KVYO | VRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.86% | -71.24% | -2.62% |
Max Drawdown (1Y)Largest decline over 1 year | -64.20% | -25.32% | -38.88% |
Max Drawdown (3Y)Largest decline over 3 years | — | -61.28% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -71.24% | — |
Current DrawdownCurrent decline from peak | -73.86% | -4.83% | -69.03% |
Average DrawdownAverage peak-to-trough decline | -31.95% | -16.22% | -15.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 34.87% | 9.53% | +25.34% |
Volatility
KVYO vs. VRT - Volatility Comparison
Klaviyo Inc. (KVYO) has a higher volatility of 21.78% compared to Vertiv Holdings Co. (VRT) at 17.12%. This indicates that KVYO's price experiences larger fluctuations and is considered to be riskier than VRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KVYO | VRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.78% | 17.12% | +4.66% |
Volatility (6M)Calculated over the trailing 6-month period | 62.50% | 45.12% | +17.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 68.50% | 59.08% | +9.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.21% | 62.12% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.21% | 54.70% | +7.51% |
Dividends
KVYO vs. VRT - Dividend Comparison
KVYO has not paid dividends to shareholders, while VRT's dividend yield for the trailing twelve months is around 0.06%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
KVYO Klaviyo Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VRT Vertiv Holdings Co. | 0.06% | 0.11% | 0.10% | 0.05% | 0.07% | 0.04% | 0.05% |
Financials
KVYO vs. VRT - Financials Comparison
This section allows you to compare key financial metrics between Klaviyo Inc. and Vertiv Holdings Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
KVYO vs. VRT - Profitability Comparison
KVYO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Klaviyo Inc. reported a gross profit of 268.89M and revenue of 358.01M. Therefore, the gross margin over that period was 75.1%.
VRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported a gross profit of 999.70M and revenue of 2.65B. Therefore, the gross margin over that period was 37.7%.
KVYO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Klaviyo Inc. reported an operating income of 1.75M and revenue of 358.01M, resulting in an operating margin of 0.5%.
VRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported an operating income of 440.10M and revenue of 2.65B, resulting in an operating margin of 16.6%.
KVYO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Klaviyo Inc. reported a net income of 9.04M and revenue of 358.01M, resulting in a net margin of 2.5%.
VRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported a net income of 390.10M and revenue of 2.65B, resulting in a net margin of 14.7%.
Frequently Asked Questions
KVYO and VRT have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KVYO has higher volatility (21.78%) compared to VRT (17.12%). In terms of maximum drawdown, KVYO dropped -73.86% vs VRT's -71.24%.
VRT currently has the higher Sharpe Ratio (3.45 vs -0.88), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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