Klaviyo Series A (KVYO) vs Vertex (VERX)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Klaviyo Series A (KVYO) has outperformed Vertex (VERX) over the past year, losing 32.8% versus a loss of 50.3%. Klaviyo Series A is the larger company by market cap ($5.26 billion vs $2.07 billion), about 2.5 times the size. On valuation, Vertex trades at a lower forward P/E (12.5x vs 16.6x for Klaviyo Series A).
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | KVYO | VERX |
|---|---|---|
| Share price | $17.57 | $12.77 |
| Market cap | $5.26B | $2.07B |
| 1-day change | +0.92% | +3.57% |
| YTD return | -45.89% | -38.26% |
| 1-year return | -32.76% | -50.28% |
| 5-year return | — | -30.73% |
| P/E ratio (TTM) | 585.67 | — |
| Forward P/E | 16.61 | 12.49 |
| EPS (TTM) | $0.03 | $0.01 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.23B | — |
| Revenue growth (YoY) | +31.63% | — |
| Net income (latest FY) | $-31.77M | — |
| Gross margin | 74.67% | — |
| Operating margin | -5.49% | — |
| Net margin | -2.57% | — |
| 52-week high | $33.36 | $26.54 |
| 52-week low | $12.53 | $10.21 |
| Distance from 52-week high | -47.32% | -51.88% |
| Analyst consensus | strong_buy | none |
| Avg. price target upside | +51.22% | +34.30% |
| Average volume | 6.00M | 1.87M |
| Shares outstanding | 140.90M | 80.06M |
| Employees | 2,400 | 2,000 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Klaviyo Series A is about 2.5 times larger than Vertex by market value ($5.26B vs $2.07B).
- KVYO has outperformed VERX by 17.5 percentage points over the past year.
About Klaviyo Series A
KVYO stock →Klaviyo, Inc. provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa.
Technology · Computer Software: Prepackaged Software · 2,400 employees
About Vertex
VERX stock →Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools.
Technology · Computer Software: Prepackaged Software · 2,000 employees
KVYO vs VERX FAQ
Which is bigger, Klaviyo Series A or Vertex?
Klaviyo Series A (KVYO) is larger, with a market capitalization of $5.26B compared with $2.07B for Vertex (VERX).
Which stock has performed better over the past year, KVYO or VERX?
KVYO returned -32.76% over the past 12 months, compared with -50.28% for VERX (price return, excluding dividends). Past performance does not predict future results.
Are Klaviyo Series A and Vertex in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.