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KVYO

Updated: May 19, 2026 09:10 PM

Klaviyo, Inc.

Market Cap: $4.37B P/S: 12x Ownership — Insider: 3.2% | Institutional: 113.8% | Retail: -17.0% TECHNOLOGY SOFTWARE - APPLICATION

Klaviyo, Inc., a technology company that provides a software-as-a-service platform to enable its customers to send the right messages at the right time across email, short message service (SMS), and push notifications. The company is headquartered in Boston, Massachusetts.

Revenue

Revenue, Profit & Income — explained by Jerry the Goat Farmer
Total RevenueEvery single dollar that wanders onto Jerry's farm. Cheese sales, milk money, goat yoga memberships, and that one weird guy who pays $50 to just watch the goats. Jerry doesn't ask questions.
Gross ProfitThe money left after feeding the goats but before reality sets in. Jerry feels rich for exactly 11 minutes.
Net IncomeWhat Jerry actually gets to keep after the Jerrynment, cousin Larry, the feed store, and his ex-wife's lawyer all take their cut. This number is often... humbling.
Using alias: revenuea -> totalRevenue [annual] [income]
Using alias: profita -> grossProfit [annual] [income]
Using alias: incomea -> netIncome [annual] [income]


Data Completeness:
------------------------------------------------------------
  ✅ totalRevenue                        5/5 dates (100%)
  ✅ grossProfit                         5/5 dates (100%)
  ✅ netIncome                           5/5 dates (100%)

Plot for KVYO (in B)
  reports: annualReports
  showing last 25 entries
  Legend: totalRevenue, grossProfit, netIncome

               -1.23B                -0.62B                  0.00B                 0.62B                  1.23B
               |                     |                      |                     |                      |

  2021-12-31 |                                           ███|██████████  0.29B
  2022-12-31 |                                            ██|████████████████  0.47B
  2023-12-31 |                                   ███████████|████████████████████████  0.70B
  2024-12-31 |                                            ██|█████████████████████████████████  0.94B
  2025-12-31 |                                             █|████████████████████████████████████████████ 1.23B

               |                     |                      |                     |                      |
               -1.23B                -0.62B                  0.00B                 0.62B                  1.23B

Costs

Operating Costs — explained by Jerry the Goat Farmer
Cost of Goods & Services SoldThe unglamorous stuff: hay, feed, vet bills for when Sergio the goat eats another iPhone. These goats don't feed themselves, and they definitely don't apologize.
Selling, General & AdministrativeThe "CHEESE HAPPENS" billboard on the highway, the accountant (cousin Larry, who definitely cheated in Monopoly as a kid), office supplies, and the therapy Jerry needs after dealing with cousin Larry.
Research & DevelopmentJerry's experimental ghost pepper goat cheese that made three customers cry. Also the goat treadmill. The goats refuse to use the goat treadmill.
Using alias: rnda -> researchAndDevelopment [annual] [income]
Using alias: sgaa -> sellingGeneralAndAdministrative [annual] [income]
Using alias: cogsa -> costofGoodsAndServicesSold [annual] [income]


Data Completeness:
------------------------------------------------------------
  ✅ researchAndDevelopment              5/5 dates (100%)
  ✅ sellingGeneralAndAdministrative     5/5 dates (100%)
  ✅ costofGoodsAndServicesSold          5/5 dates (100%)

Plot for KVYO (in M)
  reports: annualReports
  showing last 25 entries
  Legend: researchAndDevelopment, sellingGeneralAndAdministrative, costofGoodsAndServicesSold

               0.00M                78.13M                 156.26M               234.39M                312.52M
               |                     |                      |                     |                      |

  2021-12-31 | ████████████████████████ 84.70M
  2022-12-31 | █████████████████████████████████████ 128.03M
  2023-12-31 | ████████████████████████████████████████████████████████████████████████████ 262.18M
  2024-12-31 | █████████████████████████████████████████████████████████████████████ 238.46M
  2025-12-31 | ██████████████████████████████████████████████████████████████████████████████████████████ 312.52M

               |                     |                      |                     |                      |
               0.00M                78.13M                 156.26M               234.39M                312.52M

Cash

Cash, Debt & Cash Flow — explained by Jerry the Goat Farmer
Cash & Short-Term InvestmentsThe coffee can buried behind the barn, $47 in a savings account, and some cryptocurrency Jerry bought drunk in 2021. He's afraid to check on it.
Short/Long-Term DebtThe barn loan that'll follow Jerry to the grave (long-term) and the $200 he owes the feed store guy who's starting to give him looks (short-term).
Operating Cash FlowReal cash moving in and out. Not "my customer promised to pay me" money. Actual dollars. Jerry has trust issues now.
Using alias: casha -> cashAndShortTermInvestments [annual] [balance]
Using alias: debta -> shortLongTermDebtTotal [annual] [balance]
Using alias: paychecka -> operatingCashflow [annual] [cashflow]


Data Completeness:
------------------------------------------------------------
  ✅ cashAndShortTermInvestments         5/5 dates (100%)
  ✅ shortLongTermDebtTotal              5/5 dates (100%)
  ✅ operatingCashflow                   5/5 dates (100%)

Plot for KVYO (in B)
  reports: annualReports
  showing last 25 entries
  Legend: cashAndShortTermInvestments, shortLongTermDebtTotal, operatingCashflow

               -1.06B                -0.53B                  0.00B                 0.53B                  1.06B
               |                     |                      |                     |                      |

  2021-12-31 |                                             █|█████████████  0.33B
  2022-12-31 |                                             █|███████████████  0.39B
  2023-12-31 |                                              |██████████████████████████████  0.74B
  2024-12-31 |                                              |████████████████████████████████████  0.88B
  2025-12-31 |                                              |████████████████████████████████████████████ 1.06B

               |                     |                      |                     |                      |
               -1.06B                -0.53B                  0.00B                 0.53B                  1.06B

FCF

Free Cash Flow — explained by Jerry the Goat Farmer
Operating Cash FlowReal cash moving in and out. Not "my customer promised to pay me" money. Actual dollars. Jerry has trust issues now.
Capital ExpendituresBig, expensive purchases Jerry justifies at 2am: the industrial milking machine, new fencing, and a hot tub "for the goats" that somehow only Jerry uses.
Using alias: paychecka -> operatingCashflow [annual] [cashflow]
Using alias: capexa -> capitalExpenditures [annual] [cashflow]


Data Completeness:
------------------------------------------------------------
  ✅ operatingCashflow                   5/5 dates (100%)
  ✅ capitalExpenditures                 5/5 dates (100%)

Plot for KVYO (in M)
  reports: annualReports
  showing last 25 entries
  Legend: operatingCashflow, capitalExpenditures

               -218.01M              -109.00M                 0.00M                109.00M                218.01M
               |                     |                      |                     |                      |

  2021-12-31 |                                         █████|██  -22.74M
  2022-12-31 |                                         █████|███  -23.55M
  2023-12-31 |                                              |████████████████████████  119.37M
  2024-12-31 |                                              |█████████████████████████████████  165.96M
  2025-12-31 |                                              |████████████████████████████████████████████ 218.01M

               |                     |                      |                     |                      |
               -218.01M              -109.00M                 0.00M                109.00M                218.01M

Assets

Assets, Liabilities & Equity — explained by Jerry the Goat Farmer
🐐 Assets = Liabilities + Equity

Translation: What Jerry owns = What Jerry owes + What's actually Jerry's

Or as Jerry mutters every April during tax season:
"Everything I have equals everything I owe plus whatever scraps are left for me, a humble goat man just trying to make cheese in this cruel world."
Total AssetsEverything Jerry owns: 12 acres of land, a barn that's "rustic" (rotting), 47 goats, Sergio (appraised at $800, priceless to Jerry), the cheese cave, and a 2004 Ford F-150 held together by duct tape and prayer.
Total LiabilitiesEverything Jerry owes: bank loans, the feed store tab, back taxes, and a moral debt to his neighbor for "borrowing" that tractor in 2019. They both know he's not returning it.
Total Shareholder EquityIf Jerry sold absolutely everything, paid off every debt, and finally returned that tractor... this is what he'd have left. His actual net worth. Some days it's a retirement fund. Other days it's "enough for a bus ticket and a fresh start."
Using alias: assetsa -> totalAssets [annual] [balance]
Using alias: liabila -> totalLiabilities [annual] [balance]
Using alias: equitya -> totalShareholderEquity [annual] [balance]


Data Completeness:
------------------------------------------------------------
  ✅ totalAssets                         5/5 dates (100%)
  ✅ totalLiabilities                    5/5 dates (100%)
  ✅ totalShareholderEquity              5/5 dates (100%)

Plot for KVYO (in B)
  reports: annualReports
  showing last 25 entries
  Legend: totalAssets, totalLiabilities, totalShareholderEquity

               -2.70B                -1.35B                  0.00B                 1.35B                  2.70B
               |                     |                      |                     |                      |

  2021-12-31 |         █████████████████████████████████████|████████████████████████████████████████████ 2.70B
  2022-12-31 |                             █████████████████|███████████████████████████  1.67B
  2023-12-31 |                                              |█████████████████  1.09B
  2024-12-31 |                                              |████████████████████  1.27B
  2025-12-31 |                                              |█████████████████████████  1.58B

               |                     |                      |                     |                      |
               -2.70B                -1.35B                  0.00B                 1.35B                  2.70B

Buffet

Using alias: incomea -> netIncome [annual] [income]
Using alias: debta -> shortLongTermDebtTotal [annual] [balance]
Using alias: equitya -> totalShareholderEquity [annual] [balance]


Data Completeness:
------------------------------------------------------------
  ✅ netIncome                           5/5 dates (100%)
  ✅ shortLongTermDebtTotal              5/5 dates (100%)
  ✅ totalShareholderEquity              5/5 dates (100%)

Plot for KVYO (in B)
  reports: annualReports
  showing last 25 entries
  Legend: netIncome, shortLongTermDebtTotal, totalShareholderEquity

               -2.24B                -1.12B                  0.00B                 1.12B                  2.24B
               |                     |                      |                     |                      |

  2021-12-31 | █████████████████████████████████████████████|  -2.24B
  2022-12-31 |                         █████████████████████|  -1.04B
  2023-12-31 |                                        ██████|█████████████████  0.91B
  2024-12-31 |                                             █|████████████████████  1.03B
  2025-12-31 |                                             █|███████████████████████  1.20B

               |                     |                      |                     |                      |
               -2.24B                -1.12B                  0.00B                 1.12B                  2.24B

Revenue-q

Using alias: revenue -> totalRevenue [quarterly] [income]
Using alias: profit -> grossProfit [quarterly] [income]
Using alias: income -> netIncome [quarterly] [income]


Data Completeness:
------------------------------------------------------------
  ✅ totalRevenue                        17/17 dates (100%)
  ✅ grossProfit                         17/17 dates (100%)
  ✅ netIncome                           17/17 dates (100%)

Plot for KVYO (in M)
  reports: quarterlyReports
  showing last 25 entries
  Legend: totalRevenue, grossProfit, netIncome

               -358.00M              -179.00M                 0.00M                179.00M                358.00M
               |                     |                      |                     |                      |

  2022-03-31 |                                            ██|████████████  104.17M
  2022-06-30 |                                             █|█████████████  109.02M
  2022-09-30 |                                           ███|██████████████  119.17M
  2022-12-31 |                                             █|█████████████████  145.24M
  2023-03-31 |                                              |███████████████████  156.09M
  2023-06-30 |                                              |████████████████████  164.59M
  2023-09-30 |         █████████████████████████████████████|█████████████████████  -297.10M
  2023-12-31 |                                           ███|████████████████████████  201.62M
  2024-03-31 |                                            ██|█████████████████████████  209.99M
  2024-06-30 |                                             █|███████████████████████████  222.21M
  2024-09-30 |                                             █|█████████████████████████████  235.09M
  2024-12-31 |                                           ███|█████████████████████████████████  270.16M
  2025-03-31 |                                            ██|██████████████████████████████████  279.83M
  2025-06-30 |                                           ███|████████████████████████████████████  293.12M
  2025-09-30 |                                             █|██████████████████████████████████████  310.88M
  2025-12-31 |                                              |███████████████████████████████████████████  350.19M
  2026-03-31 |                                              |████████████████████████████████████████████ 358.00M

               |                     |                      |                     |                      |
               -358.00M              -179.00M                 0.00M                179.00M                358.00M

Costs-q

Using alias: rnd -> researchAndDevelopment [quarterly] [income]
Using alias: sga -> sellingGeneralAndAdministrative [quarterly] [income]
Using alias: cogs -> costofGoodsAndServicesSold [quarterly] [income]


Data Completeness:
------------------------------------------------------------
  ✅ researchAndDevelopment              17/17 dates (100%)
  ✅ sellingGeneralAndAdministrative     17/17 dates (100%)
  ✅ costofGoodsAndServicesSold          17/17 dates (100%)

Plot for KVYO (in M)
  reports: quarterlyReports
  showing last 25 entries
  Legend: researchAndDevelopment, sellingGeneralAndAdministrative, costofGoodsAndServicesSold

               0.00M                35.36M                 70.73M                106.09M                141.46M
               |                     |                      |                     |                      |

  2022-03-31 | ██████████████████ 29.04M
  2022-06-30 | ████████████████████ 30.93M
  2022-09-30 | █████████████████████ 32.62M
  2022-12-31 | ████████████████████████ 37.33M
  2023-03-31 | ███████████████████████ 36.57M
  2023-06-30 | ████████████████████████ 37.48M
  2023-09-30 | ██████████████████████████████████████████████████████████████████████████████████████████ 141.46M
  2023-12-31 | █████████████████████████████████ 52.63M
  2024-03-31 | ████████████████████████████████████ 56.10M
  2024-06-30 | ███████████████████████████████████ 55.73M
  2024-09-30 | ███████████████████████████████████ 55.77M
  2024-12-31 | ██████████████████████████████████████████████ 71.74M
  2025-03-31 | ████████████████████████████████████████████ 69.35M
  2025-06-30 | ██████████████████████████████████████████████ 72.46M
  2025-09-30 | ████████████████████████████████████████████████ 76.14M
  2025-12-31 | ██████████████████████████████████████████████████████████████ 97.44M
  2026-03-31 | █████████████████████████████████████████████████████████ 89.11M

               |                     |                      |                     |                      |
               0.00M                35.36M                 70.73M                106.09M                141.46M

Cash-q

Using alias: cash -> cashAndShortTermInvestments [quarterly] [balance]
Using alias: debt -> shortLongTermDebtTotal [quarterly] [balance]
Using alias: paycheck -> operatingCashflow [quarterly] [cashflow]


Data Completeness:
------------------------------------------------------------
  ⚠️  cashAndShortTermInvestments         15/17 dates (88%)
  ⚠️  shortLongTermDebtTotal              13/17 dates (76%)
  ✅ operatingCashflow                   17/17 dates (100%)

Plot for KVYO (in B)
  reports: quarterlyReports
  showing last 25 entries
  Legend: cashAndShortTermInvestments, shortLongTermDebtTotal, operatingCashflow

               -1.06B                -0.53B                  0.00B                 0.53B                  1.06B
               |                     |                      |                     |                      |

  2022-03-31 |                                ██████████████| -0.33B ⊗
  2022-06-30 |                                             █| -0.01B ⊗⊗
  2022-09-30 |                                             █| -0.02B ⊗⊗
  2022-12-31 |                                              |███████████████  0.39B
  2023-03-31 |                              ████████████████|  -0.39B ⊗
  2023-06-30 |                                              |██████████████████  0.44B
  2023-09-30 |                                              |██████████████████████████████  0.72B
  2023-12-31 |                                              |██████████████████████████████  0.74B
  2024-03-31 |                                              |███████████████████████████████  0.76B
  2024-06-30 |                                              |█████████████████████████████████  0.79B
  2024-09-30 |                                              |██████████████████████████████████  0.83B
  2024-12-31 |                                              |████████████████████████████████████  0.88B
  2025-03-31 |                                              |█████████████████████████████████████  0.89B
  2025-06-30 |                                              |███████████████████████████████████████  0.94B
  2025-09-30 |                                              |████████████████████████████████████████  0.98B
  2025-12-31 |                                              |████████████████████████████████████████████ 1.06B
  2026-03-31 |                                              |█████████████████████████████████████████  0.98B

               |                     |                      |                     |                      |
               -1.06B                -0.53B                  0.00B                 0.53B                  1.06B

FCF-q

Using alias: paycheck -> operatingCashflow [quarterly] [cashflow]
Using alias: capex -> capitalExpenditures [quarterly] [cashflow]


Data Completeness:
------------------------------------------------------------
  ✅ operatingCashflow                   17/17 dates (100%)
  ✅ capitalExpenditures                 17/17 dates (100%)

Plot for KVYO (in M)
  reports: quarterlyReports
  showing last 25 entries
  Legend: operatingCashflow, capitalExpenditures

               -93.16M               -46.58M                 0.00M                46.58M                 93.16M
               |                     |                      |                     |                      |

  2022-03-31 |                                       ███████|█  -13.57M
  2022-06-30 |                                       ███████|█  -13.57M
  2022-09-30 |                                      ████████|█  -17.32M
  2022-12-31 |                                              |█████████  20.91M
  2023-03-31 |                                              |███████  15.55M
  2023-06-30 |                                              |███████████████████  41.47M
  2023-09-30 |                                              |██████████  23.70M
  2023-12-31 |                                              |██████████████████  38.64M
  2024-03-31 |                                              |████████████  26.18M
  2024-06-30 |                                              |███████████████████  40.90M
  2024-09-30 |                                              |██████████████████  38.78M
  2024-12-31 |                                              |████████████████████████████  60.09M
  2025-03-31 |                                              |██████  14.36M
  2025-06-30 |                                              |██████████████████████████  55.73M
  2025-09-30 |                                              |█████████████████████████  54.76M
  2025-12-31 |                                              |████████████████████████████████████████████ 93.16M
  2026-03-31 |                                              |████████████████  34.28M

               |                     |                      |                     |                      |
               -93.16M               -46.58M                 0.00M                46.58M                 93.16M

Assets-q

Using alias: assets -> totalAssets [quarterly] [balance]
Using alias: liabil -> totalLiabilities [quarterly] [balance]
Using alias: equity -> totalShareholderEquity [quarterly] [balance]


Data Completeness:
------------------------------------------------------------
  ⚠️  totalAssets                         13/17 dates (76%)
  ⚠️  totalLiabilities                    13/17 dates (76%)
  ⚠️  totalShareholderEquity              15/17 dates (88%)

Plot for KVYO (in B)
  reports: quarterlyReports
  showing last 25 entries
  Legend: totalAssets, totalLiabilities, totalShareholderEquity

               -2.24B                -1.12B                  0.00B                 1.12B                  2.24B
               |                     |                      |                     |                      |

  2022-03-31 | █████████████████████████████████████████████| -2.24B ⊗⊗
  2022-12-31 |                         █████████████████████|█████████████████████████████████  1.67B
  2023-03-31 |                         █████████████████████| -1.04B ⊗⊗
  2023-06-30 |                        ██████████████████████|███████████████████████████████████  1.77B
  2023-09-30 |                                              |█████████████████████  1.07B
  2023-12-31 |                                              |█████████████████████  1.09B
  2024-03-31 |                                              |█████████████████████  1.11B
  2024-06-30 |                                              |██████████████████████  1.15B
  2024-09-30 |                                              |███████████████████████  1.19B
  2024-12-31 |                                              |█████████████████████████  1.27B
  2025-03-31 |                                              |██████████████████████████  1.35B
  2025-06-30 |                                              |███████████████████████████  1.40B
  2025-09-30 |                                              |████████████████████████████  1.47B
  2025-12-31 |                                              |███████████████████████████████  1.58B
  2026-03-31 |                                              |██████████████████████████████  1.52B

               |                     |                      |                     |                      |
               -2.24B                -1.12B                  0.00B                 1.12B                  2.24B

Buffet-q

Using alias: income -> netIncome [quarterly] [income]
Using alias: debt -> shortLongTermDebtTotal [quarterly] [balance]
Using alias: equity -> totalShareholderEquity [quarterly] [balance]


Data Completeness:
------------------------------------------------------------
  ✅ netIncome                           17/17 dates (100%)
  ⚠️  shortLongTermDebtTotal              13/17 dates (76%)
  ⚠️  totalShareholderEquity              15/17 dates (88%)

Plot for KVYO (in B)
  reports: quarterlyReports
  showing last 25 entries
  Legend: netIncome, shortLongTermDebtTotal, totalShareholderEquity

               -2.24B                -1.12B                  0.00B                 1.12B                  2.24B
               |                     |                      |                     |                      |

  2022-03-31 | █████████████████████████████████████████████| -2.24B ⊗
  2022-06-30 |                                             █| -0.01B ⊗⊗
  2022-09-30 |                                             █| -0.02B ⊗⊗
  2022-12-31 |                         █████████████████████|  -1.04B
  2023-03-31 |                         █████████████████████|  -1.04B ⊗
  2023-06-30 |                        ██████████████████████|  -1.08B
  2023-09-30 |                                        ██████|█████████████████  0.91B
  2023-12-31 |                                             █|█████████████████  0.91B
  2024-03-31 |                                             █|██████████████████  0.94B
  2024-06-30 |                                             █|███████████████████  0.98B
  2024-09-30 |                                             █|███████████████████  1.01B
  2024-12-31 |                                             █|████████████████████  1.03B
  2025-03-31 |                                             █|████████████████████  1.06B
  2025-06-30 |                                             █|█████████████████████  1.10B
  2025-09-30 |                                             █|██████████████████████  1.14B
  2025-12-31 |                                              |███████████████████████  1.20B
  2026-03-31 |                                              |██████████████████████  1.15B

               |                     |                      |                     |                      |
               -2.24B                -1.12B                  0.00B                 1.12B                  2.24B

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