Klaviyo Inc (KVYO)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$21.36+0.14%
Close 2026-11-04 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
QuarterlyIQ Insights · KVYO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-04.
The screen ranks KVYO against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Q3 was another strong quarter with revenue up 25% year-over-year, and solid profitability.
Stated in 3 of 3 supplied quarters. Management reported: ““Q3 was another strong quarter with revenue up 25% year-over-year, and solid profitability.” “● Large customers outpaced total company growth, with 4,725 customers generating over $50,000 of ARR, up 33% year-over-year; 390 customers generating over $250,000 of ARR, up 49% year-over-year; and 105 customers generating $500,000 of ARR, up 57% year-over-year.” Revenue was $387.207 million in 2026-Q3.
““Q3 was another strong quarter with revenue up 25% year-over-year, and solid profitability.”
“We closed the quarter at a nearly $1.5 billion annualized run rate, with Q2 revenue growth of 26% year-over-year, supported by broad-based strength across enterprise, international, and multi-product.”
““Q1 reflected strong momentum across our business as Klaviyo’s autonomous strategy continues to take hold, with 28% revenue growth and our strongest operating margin as a public company,” said Andrew…”
Share Repurchase Authorization Today, Klaviyo also announced that its board of directors has authorized a new share repurchase program under which the company may repurchase up to $300 million of its…
Stated in 2 of 3 supplied quarters. Management reported: “profitably and execute our strategy to expand across multiple products, in the enterprise, and internationally, and build on the momentum with our agents,” said Erica Smith, CFO of Klaviyo.” “Share Repurchase Authorization Today, Klaviyo also announced that its board of directors has authorized a new share repurchase program under which the company may repurchase up to $300 million of its Series A common stock.”
We continue to drive growth with disciplined investments, and our innovation engine keeps us ahead of customer needs.
Stated in 3 of 3 supplied quarters. Management reported: “We continue to drive growth with disciplined investments, and our innovation engine keeps us ahead of customer needs.” “We continued to convert that growth efficiently, with annualized revenue per employee up 28% year over year.”
“We continue to drive growth with disciplined investments, and our innovation engine keeps us ahead of customer needs.”
● Authorized $500 million share repurchase program with completion of initial $100 million accelerated share repurchase in April.
The adoption we’ve seen of Composer and Customer Agent is proof that it works.
Over the trailing year it converted -2.57x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-04.
“Share Repurchase Authorization Today, Klaviyo also announced that its board of directors has authorized a new share repurchase program under which the company may repurchase up to $300 million of its…”
“● Authorized $500 million share repurchase program with completion of initial $100 million accelerated share repurchase in April.”
“We continued to convert that growth efficiently, with annualized revenue per employee up 28% year over year.”
““Q1 reflected strong momentum across our business as Klaviyo’s autonomous strategy continues to take hold, with 28% revenue growth and our strongest operating margin as a public company,” said Andrew…”