Klaviyo, Inc. (KVYO)

From the record

Klaviyo, Inc.'s filings since 2020 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Klaviyo, Inc.'s 5 filed years say what it did: revenue went from $291 million in fiscal 2021 to $1.2 billion in fiscal 2025, up 43.5% a year; it rose in 4 of 4 years; it never fell from a peak; net income was positive in 0 of 5 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Klaviyo, Inc.'s diluted share count grew about 8.2% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 91 sales (91 under scheduled 10b5-1 plans) and 1 purchase of their own stock on the open market in the year to 2026-11-09, buying about $300 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Klaviyo, Inc. lost about 3 cents for every dollar of shareholders' money, and gross profitability: its products earned about 58 cents per dollar of everything the company owns. Leverage: it owed about 24 cents per dollar of assets, and net share issuance: its share count grew 9.2% over the year (the filed statements).

From the record

Klaviyo, Inc.'s standing among 218 graded names in its industry family: revenue of $1.2 billion in fiscal 2025 ranks in the top 25% by size; a net margin of -2.6% ranks in the bottom 50%; revenue growth of 37.7% a year over the last 3 filed years ranks in the top 8% (its annual reports).

From the record

Klaviyo, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Fernandez, Gomez Luciano (Co-Chief Executive Officer, as filed), filing under that title since 2026-01-16, 10 months (bottom 14% of its family); most of the 12 officers and directors filing now have filed since the record of its people begins (2023-09-20), a floor of 3.1 years the record cannot see past, so that part is not read; 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (top 34%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Klaviyo, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $1.1 billion against no long-term debt tagged leaves 67.4% of its assets as net cash, top 5% of its family; cash from operations less capital spending is 16.9% of revenue (top 45%); a gross margin of 74.7% (top 38%); research spending of 23.6% of revenue (top 40%) (its annual report).

From the record

Klaviyo, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 37.7% a year over the last three filed years against 43.5% over all 5, slowing (bottom 49% of its family); the newest year grew 31.7% (top 14%); research spending grew 40.9% a year (top 7%); capital spending grew -15.7% a year (bottom 31%) (its annual reports). Klaviyo, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Klaviyo, Inc.'s newest year against its own record: revenue of $1.2 billion in fiscal 2025 came in 6.5% below the $1.3 billion its prior three years' pace pointed to (bottom 25% of its family); net income of $32 million against a prior three-year average of $135 million (top 33%); a net margin of -2.6% against -19.8% before (top 34%) (its annual reports).