Professional
Added to YB: 2025-10-16
Pitch date: 2025-10-15
KVYO [neutral]
Klaviyo, Inc.
-38.49%
current return
Author Info
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Company Info
Klaviyo, Inc. provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa.
Market Cap
$4.3B
Pitch Price
$24.24
Price Target
N/A
Dividend
N/A
EV/EBITDA
-2.9K
P/E
-478.37
EV/Sales
2.59
Sector
Software
Category
growth
Pernas Research Passes On: Klaviyo, Inc.
KVYO pass: Strong SaaS fundamentals - sticky e-commerce automation platform, 176K customers, ~$1B revenue, 108% net retention, expanding to autonomous B2C CRM with AI. Growth slowed to low-30s amid cautious e-commerce environment. Down 27% from IPO but still expensive at 6.5x EV/Sales - waiting for better entry.
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