Klaviyo KVYO
B2B SaaS Application Software Digital Marketing E-Commerce Solutions Sales & Marketing Vertical SaaS

Klaviyo trades at 3.0x EV/NTM revenue on a $4.9B enterprise value. Revenue grew 26.4% year over year to $370.6M in the quarter ending June 2026, an annual run rate of $1.48B. Klaviyo reports net dollar retention of 109%, a 72.6% gross margin, and 27.2-month CAC payback.

ARR ($M)
1482
Net Dollar Retention
109%
ARR Growth
26.5%
EV / NTM Revenue
3.0x
Payback Period
27.2
EV / Run Rate
3.3x
Price & Key Metrics
Price Performance
Company Details
Share Price: 20.15
Last Filing Date: 2026-06-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: --
IPO Year: 2023
% of 52 wk High: 56%
Description
Klaviyo is an e-commerce marketing software provider that offers personalized newsletters and automated emails for e-commerce stores. Klaviyo was founded in 2012 by Andrew Bialecki and Ed Hallen. The company was valued at $9.5 billion in a 2021 funding round
Reporting Notes
Categories
B2B SaaS Application Software Digital Marketing E-Commerce Solutions Sales & Marketing Vertical SaaS
Valuation
Market Cap: 5,737.258
Enterprise Value: 4,904.619
EV / Revenue Run Rate: 3.3x
EV / NTM Revenue: 3.0x
EV / 2026 Revenue Estimates: 3.2x
EV / 2027 Revenue Estimates: 2.7x
EV / 2028 Revenue Estimates: 2.3x
Key Business Metrics
Net Dollar Retention: 109%
Customers: --
ARR: 1,482
ARR Growth %: 26%
ARR/Customer ($K): --
ARR/Employee ($K): 617
Revenue
Revenue Run Rate: 1,482
ARR: 1,482
2026 Revenue Estimates: 1,516
2027 Revenue Estimates: 1,814
2028 Revenue Estimates: 2,176
LTM Revenue: 1,389
Last Year Run Rate: 1,172
Growth
Revenue Growth: 26%
ARR Growth: 26%
Growth Persistence: 83%
2026 Revenue Growth Estimates: 25%
2027 Revenue Growth Estimates: 20%
2028 Revenue Growth Estimates: 20%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Klaviyo growing?

Klaviyo grew revenue 26.4% year over year, reaching $370.6M in the quarter ending June 2026.

What multiple does Klaviyo trade at?

Klaviyo trades at 3.0x EV/NTM revenue and 3.3x EV/run-rate, on an enterprise value of $4.9B.

Is Klaviyo profitable?

For Klaviyo, operating income was -$15.0M last quarter and LTM free cash flow margin is 16.9%.

What is Klaviyo's net dollar retention?

Klaviyo reports net dollar retention of 109%, measuring revenue expansion within its existing customer base.

How long does it take Klaviyo to pay back CAC?

Klaviyo recovers customer acquisition cost in about 27.2 months.

What sector is Klaviyo in?

Public Comps classifies Klaviyo under B2B SaaS, Application Software, Digital Marketing, E-Commerce Solutions, Sales & Marketing, and Vertical SaaS.

Where does Public Comps get Klaviyo's data?

Figures come from Klaviyo's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.