* Note: Prices are in Million (M) USD.
Description:
Klaviyo, Inc. (KVYO) is a prominent technology company specializing in customer engagement through its advanced software-as-a-service (SaaS) platform, which facilitates targeted communications via email, SMS, and push notifications. Based in Boston, Massachusetts, Klaviyo empowers e-commerce businesses and enterprises to optimize their marketing strategies and strengthen customer relationships by leveraging data-driven insights and automation capabilities. By prioritizing integration and scalability, Klaviyo has established itself as a key player in the digital marketing sector, helping organizations drive growth and enhance revenue through personalized consumer interactions.
These criteria used Company's Cash, EBITDA and Debt balance to determines its fair value:
Cash : $936 M
Debt : $19 M
EBITDA : $-85 M
Since Ebitda is less than 0, 0 points assigned.
This criteria used industry in which company operates:
Sector: Technology
Industry: Software - infrastructure
Based on sector, 5 points assigned.
This criteria used Company's Price To Earning (P/E) Ratio to determines its fair value:
Message: Cannot calculate PE Ratio since EPS is either 0 or negative.
Using default values for calculation.
Forward PE Ratio (using default values): 20.00
Since Forward PE Ratio is between 20 - 25, 2 points assigned.
This criteria used Company's ability to convert Sales into free cash flow to determine fair value:
Using last 4 overlapping fiscal years (max 20).Average Free Cash Flow: $45 M
Average Revenue: $600 M
Revenue Converted To Free Cash Flow (%): 7.5%
Since Free Cash Flow (FCF) to Revenue percentage is less than 15, 1 point assigned.
This criteria used company's growth potential to calculate its fair value:
Latest Revenue (2024-12-31): $937 M
Revenue 3 Years Ago (2021-12-31): $291 M
Total Growth over 3 Years: 222.6%
3-Year Revenue CAGR (Historical): 47.8%
Forward 5-Year CAGR (Tapered): 23.9%
Since historical Revenue CAGR is greater than 20, 5 points assigned.
This criteria used Company's ability to buy back its own share:
Error: This stock does not have 5 years of share count data.Using default values for calculation.
Based on default values, 0 points assigned.
This criteria used Company's dividend payout ratio to determine its fair value:
Next Year Earnings Per Share (EPS): $0.00
Trailing 12-Month Earnings Per Share (EPS): $0.00
Average Earnings Per Share (EPS): $0.00
Dividend Per Share (DPS): $0
Payout Ratio: 0%
Dividend Yield: 0.00%
Since Dividend Per Share is less than or equal to 0, 0 point assigned.
Since Dividend Yield is less than 1, 0 point assigned.
This criteria used Company's Return On Equity (ROE%) to determine its fair value:
Insufficient valid ROE years (found 2; need ≥ 3). Dropping ROE-based PE.
This criteria used Company's current price to its 52 week low price to determines its fair value:
Current Price: $25.37
52-Week Low: $23.44
Threshold Price (15% Above 52-Week Low): $26.96
Since Current price is within 15% threshold, 5 points assigned.
This criteria used Company's Market Cap to determines its fair value:
Market Capitalization: $7,617 M
Since Market Cap is less than 10B, 1 point assigned.
% Exposure to Total Portfolio
Based on the market cap, we recommend do not exceed 2% exposure of Total Portfolio.
Warren Buffett's Owners' Earnings:
No positive free cash flow found (TTM or annual) to compute Owners' Earnings per share.
Note: Many fast-growing companies reinvest heavily, so Owners' Earnings may appear low.
Consider other factors in your valuation.
Value-Trade has assigned 19 points to above Klaviyo, Inc. (KVYO) stock.
Fair Value PE 20, Industry Based PE 30, Growth Based PE 23.88, RCFC Based PE 7.5, Risk-Free Anchored PE (25% MoS) 18.2. Based on these 5 values, average assigned is 19.92. The fair value of Klaviyo, Inc. (KVYO) stock cannot be calculated since EBITDA and EPS are either 0 or negative.
