COMP <GO>
KVYO vs MSFT // ALTMAN Z-SCORE & DEBT/EQUITY
Klaviyo Inc. Series A (NYSE) VS. Microsoft Corporation (NASDAQ) • 15-METRIC TALLY: KVYO 7
— MSFT 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: KVYO
LAST: $20.14 (-1.42%) • MKT CAP: $5.82B
balance-sheet
9.65
LAST: $521.91 (-1.55%) • MKT CAP: $3.88T
balance-sheet
9.35
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KVYO VS. MSFT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KVYO | MSFT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 74.70% | 67.66% | +7.04 | KVYO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -11.50% | 26.54% | -38.04 | MSFT | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 19.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.58% | 1.55% | +2.03 | KVYO | /fcf-yield <GO> |
| Operating Margin | -5.50% | 47.10% | -52.60 | MSFT | /operating-margins <GO> |
| Net Profit Margin | -2.60% | 41.17% | -43.77 | MSFT | /net-margins <GO> |
| Revenue Growth (YoY) | 31.60% | 17.91% | +13.69 | KVYO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.70% | -0.70 | MSFT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 9.65 | 9.35 | +0.30 | KVYO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | KVYO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.50% | 5.74% | +1.76 | MSFT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.1 | 49.0 | +12.09 | KVYO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.19 | 1.14 | +0.05 | KVYO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.0x | 24.2x | +2.81 | MSFT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.82B | $3.88T | -$3.87T | MSFT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KVYO REV | MSFT REV | KVYO GROSS % | MSFT GROSS % | KVYO FCF | MSFT FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $331.84B | — | 67.9% | — | $66.99B |
| FY 2025 | $1.23B | $281.72B | 74.7% | 68.8% | $208.5M | $71.61B |
| FY 2024 | $937.5M | $245.12B | 76.4% | 69.8% | $160.0M | $74.07B |
| FY 2023 | $698.1M | $211.91B | 44.0% | 68.9% | $88.0M | $59.48B |
| FY 2022 | — | $198.27B | — | 68.4% | — | $65.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KVYO // BETA 1.19
MSFT // BETA 1.14