Value
8.7/10data confidence 67%| Component | Sub-score |
|---|---|
| P/S | 8.1 |
| Fwd P/E | 8.4 |
| PEG | 10.0 |
| Analyst target | 9.0 |
- ▸Forward P/E: 13.8x
- ▸PEG: 0.00
- ▸Attractively valued
KVYO · Why this verdict
Why Klaviyo, Inc. Series A (KVYO) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score6.1/10
ConfidenceMEDIUM
MacroNEUTRAL
Per-dimension breakdown
Quality
5.1/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 0.0 |
| ROA | 0.0 |
| Gross margin | 10.0 |
| Op margin | 0.2 |
| Net margin | 0.0 |
| Current ratio | 8.8 |
| FCF quality | 7.7 |
| Moat | 7.2 |
| Rule of 40 | 7.8 |
| Piotroski F | 8.9 |
- ▸FCF-positive despite GAAP loss (FCF margin 18%, FCF yield 5.6%)
- ▸Rule of 40: 46 (pass)
- ▸Strong Piotroski F-Score: 8/9
Growth
9.5/10data confidence 33%| Component | Sub-score |
|---|---|
| Rev growth | 9.5 |
- ▸Strong growth: 28% YoY
Momentum
2.4/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 4.5 |
| MACD | 3.5 |
| OBV | 1.0 |
| MA position | 1.0 |
| Volume | 2.2 |
- ▸Volume distribution (falling OBV)
- ▸Below 200-MA, MA slope -9.2%/30d — confirmed downtrend
Sentiment
8.2/10data confidence 100%| Component | Sub-score |
|---|---|
| Analyst rating | 9.0 |
| Price target | 10.0 |
| erm sentiment | 5.0 |
- ▸Analyst upside: 106%
Insider
3.0/10data confidence 75%| Component | Sub-score |
|---|---|
| materiality | 2.0 |
| insider conviction | 2.0 |
| holder change | 5.1 |
- ▸Heavy insider selling — $25,366,768 (0.593% of mkt cap)
Peer rank
4.0/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 5.5 |
| quality rank | 2.6 |
| growth rank | 7.8 |
Technical
5.5/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 7.3 |
| support resistance | 9.1 |
| 52w position | 0.0 |
Risk (lower is worse)
4.0/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 1.7 |
| days to cover | 7.9 |
| volatility | 0.0 |
| put call | 0.8 |
| implied vol | 0.0 |
| max pain risk | 3.0 |
| beta | 9.3 |
| debt equity | 9.6 |
- ▸High short interest justified: 18%
- ▸Elevated put/call: 1.88
- ▸High IV: 100%
- ▸Above max pain $5
Catalyst
7.5/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 10.0 |
| earnings timing | 5.0 |
| surprise avg | 10.0 |
- ▸Perfect beat streak: 4Q
How the verdict was assembled
Engine trigger
Maintain position. Not compelling to add more.
Engine technical detail
verdict_path:
L4:PATH_F_HOLDPassed (6)
- ASYMMETRY:5.7>=1.5
- INSIDER:OK
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:53d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (2)
- MOMENTUM:2.4<4.5
- DEATH_CROSS:HARD_BLOCK
Warning (1)
- 8K_CSUITE_CHANGE:5.02 (officer departure/appointment)
Reward-to-Risk
5.69
Upside
+85.1%
Downside
15.0%
Sizing output
AVOID
SetupUNKNOWN — No clear chart pattern; technical signals are mixed
EdgeNO_EDGE — No clear edge identified
SuitabilityAGGRESSIVE — MCap $4.3B<$5B
Investment implication
None of the engine's positive-conviction paths (C-quality, D-momentum) triggered — the F-path HOLD reflects balanced signals. Strongest-cleared gate: ASYMMETRY:5.7>=1.5. Top dim: Growth at 9.5; weakest: Momentum at 2.4. No conviction either direction.
The strongest dimensions are Growth at 9.5, Value at 8.7, and Sentiment at 8.2; the weakest are Momentum at 2.4, Insider at 3.0, and Risk (lower is worse) at 4.0. The V9 engine flagged 2 failed gates with 1 warning, producing an asymmetric reward-to-risk of 5.69 and an engine sizing output of AVOID.