Klaviyo (KVYO) Valuation: Is There More Potential After a 25% One-Month Rally?

Simply Wall St.11-10

Klaviyo (KVYO) stock has been on the radar following a steady climb of 25% over the past month. Investors seem interested in how recent momentum could influence the company's long-term valuation and ...

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Investors seem interested in how recent momentum could influence the company's long-term valuation and ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nyse-kvyo/klaviyo/news/klaviyo-kvyo-valuation-is-there-more-potential-after-a-25-on\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Klaviyo (KVYO) Valuation: Is There More Potential After a 25% One-Month Rally?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKlaviyo (KVYO) Valuation: Is There More Potential After a 25% One-Month Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-10 01:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nyse-kvyo/klaviyo/news/klaviyo-kvyo-valuation-is-there-more-potential-after-a-25-on><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Klaviyo (KVYO) stock has been on the radar following a steady climb of 25% over the past month. Investors seem interested in how recent momentum could influence the company's long-term valuation and ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nyse-kvyo/klaviyo/news/klaviyo-kvyo-valuation-is-there-more-potential-after-a-25-on\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4023","symbol_name":"应用软件","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nyse-kvyo/klaviyo/news/klaviyo-kvyo-valuation-is-there-more-potential-after-a-25-on","article_id":"2582818780","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8041000-choice1-main-header/1585186668959"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nyse-kvyo/klaviyo/news/klaviyo-kvyo-valuation-is-there-more-potential-after-a-25-on","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2582818780","pubTimestamp":1762709162,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Klaviyo (KVYO) stock has been on the radar following a steady climb of 25% over the past month. Investors seem interested in how recent momentum could influence the company's long-term valuation and overall direction.\nSee our latest analysis for Klaviyo.\nThe recent surge in Klaviyo's share price, with a 25% 30-day return and a robust one-week gain, has reignited interest despite a year-to-date share price decline and a one-year total shareholder return of -8.5%. With momentum shifting upward,...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4023":"应用软件","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK4613":"AI应用软件","KVYO":"Klaviyo, Inc."},"translate_title":"Klaviyo(KVYO)估值：一个月上涨25%后还有更大潜力吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"KVYO":1.5},"content_text":"Klaviyo (KVYO) stock has been on the radar following a steady climb of 25% over the past month. Investors seem interested in how recent momentum could influence the company's long-term valuation and overall direction.\nSee our latest analysis for Klaviyo. The recent surge in Klaviyo's share price, with a 25% 30-day return and a robust one-week gain, has reignited interest despite a year-to-date share price decline and a one-year total shareholder return of -8.5%. With momentum shifting upward, investors are watching closely to see if renewed optimism is justified by the company’s growth prospects and evolving valuation. If momentum stocks like Klaviyo grab your attention, now is the perfect chance to broaden your search and discover fast growing stocks with high insider ownership With Klaviyo trading below analyst targets yet rebounding strongly from recent lows, investors must now weigh whether optimism is warranted or if future growth is already reflected in the share price. The central question is whether there is value left to unlock. AdvertisementMost Popular Narrative: 31.9% Undervalued At $30.52, the most widely followed narrative sees Klaviyo as having meaningful upside compared to its fair value estimate near $44.82. This substantial gap hinges on key assumptions about future growth, margins, and product expansion.  The rapid innovation and rollout of new AI-first products, including Conversational Agent, Helpdesk, and analytics, expands Klaviyo's addressable market from just marketing automation into broader B2C CRM and customer service, setting up significant opportunities for higher ARPU and long-term revenue growth.  Read the complete narrative. What’s driving this bullish outlook? The narrative expects Klaviyo’s new products to shake up its industry, underpinning bold revenue and margin forecasts through 2028. Dive into the details to see what makes these projections stand out from the crowd. There is more at play behind this valuation than meets the eye. Result: Fair Value of $44.82 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, higher infrastructure costs and competitive pressures could weigh on Klaviyo’s margins and growth. These factors may challenge the optimistic narrative around its future performance. Find out about the key risks to this Klaviyo narrative. Another View: Fair Value from a Different Lens While the narrative highlights significant upside, our SWS DCF model actually suggests Klaviyo is trading slightly above its current estimate of fair value. That means the price may already reflect a lot of the future growth optimism. Is the market running ahead of itself, or merely adjusting to new realities? Look into how the SWS DCF model arrives at its fair value. KVYO Discounted Cash Flow as at Nov 2025Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Klaviyo for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 876 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Klaviyo Narrative If you have your own take or want to dig into the details yourself, you can build a personal view in just a few minutes with Do it your way. A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Klaviyo. Looking for More Investment Ideas? Expand your horizons and seize tomorrow’s opportunities before anyone else does. Use these handpicked ideas to power up your investing strategy today:  Unlock stable income streams by tapping into these 16 dividend stocks with yields > 3%, which deliver yields above 3% while rewarding consistent investors. Tap into breakthrough technologies by researching these 28 quantum computing stocks, positioned at the forefront of quantum computing innovation and industry disruption. Snag potentials trading below the radar. these 876 undervalued stocks based on cash flows can help you find undervalued opportunities hidden among the market noise.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Klaviyo might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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