Klaviyo, Inc. (KVYO): one to watch?

Watch, not buy yet — growth and cash are solid, but repeated margin-guidance disappointments show real cost pressure, not just market panic.

👀 WATCH Fundamentals61/100

Fell 13% in 1 trading day(s) — now $16.73

Why KVYO dropped

Klaviyo beat Q2 revenue estimates and raised full-year revenue guidance, but cut its full-year operating margin outlook due to acquisition costs and heavier AI/engineering spending, and gave cautious Q3 growth guidance — spooking a jittery software sector (Figma fell similarly the same day).

Fwd P/E 15.9Op margin -4.0%Rev growth 26.4%Debt/equity 11.8%Analyst upside 59.0%

How this scored 61/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 0.5%

✅ Generates cash Free cash flow $285M

✅ Not drowning in debt Debt/equity 11.8% (limit 200%)

✅ Can pay its bills Current ratio 3.1 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 0/25

Operating margin -4.0% 0/9

Net profit margin 0.5% 0/8

Return on equity 0.7% 0/8

Growth Is it getting bigger, or dying? 19/25

Revenue growth 26.4% 9/9

Earnings growth unknown 2/8

Expected profit change 3412.3% 8/8

Value Is it cheap right now? 17/25

Forward P/E 15.9 8/10

PEG ratio unknown 2/8

Analyst target upside 59.0% 7/7

Balance sheet Will it survive? 25/25

Debt / equity 11.8% 10/10

Current ratio 3.1 8/8

Free cash flow $285M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-08-07. Research only — not financial advice.