Fastly, Inc. (FSLY) vs Klaviyo, Inc. (KVYO)
Fastly, Inc. and Klaviyo, Inc. are both Software Application companies. Fastly, Inc. and Klaviyo, Inc. are of similar size ($4.6B and $4.4B). Fastly, Inc. has negative trailing earnings, so its P/E is not meaningful; Klaviyo, Inc. trades at 849×. Klaviyo, Inc. grew revenue faster over the last twelve months: 28.9% against 20.4%. Klaviyo, Inc. has the higher net margin (0.49% vs −11.8%) and the lower return on invested capital (−12.1% vs −5.26%). Across the 19 metrics below, Klaviyo, Inc. leads on 16 and Fastly, Inc. on 3.
Valuation
Profitability
| Metric | FSLY | KVYO | Software Application median |
|---|---|---|---|
| Gross margin | 61.47% | 73.79% | 67.03% |
| Operating margin | (11.96%) | (1.86%) | 0.00% |
| Net margin | (11.80%) | 0.49% | 0.00% |
| Free cash flow margin | 5.01% | 17.01% | 4.32% |
| Return on equity | (8.39%) | 0.66% | 0.00% |
| Return on assets | (5.47%) | 0.49% | 0.00% |
| Return on invested capital | (5.26%) | (12.11%) | 0.00% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack