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FRSH vs KVYO
Which Stock Would AI Choose? Freshworks Inc. (FRSH) vs. Klaviyo, Inc. (KVYO) Stock Comparison
Key Takeaways
- Both FRSH and KVYO operate in the SaaS space, focusing on customer experience software, but KVYO emphasizes B2C marketing automation while FRSH offers broader CX and EX solutions.
- Recent quarterly results show strong revenue growth: FRSH at 16% YoY to $228.6M and KVYO at 28% YoY to $358M, with both raising full-year guidance.
- FRSH shares have shown short-term momentum with 10%+ gains in recent weeks amid sector rotation, trading at attractive valuations around 5x free cash flow.
- KVYO boasts higher growth but faces volatility, with analysts setting a higher average price target of $31+ versus $12+ for FRSH.
- Market sentiment favors growth-oriented SaaS plays, but FRSH's stability and profitability improvements position it better for risk-averse investors in current conditions.
- AI tools highlight relative performance differences, with potential for momentum trades in both amid tech sector shifts.
Introduction
This stock comparison examines FRSH and KVYO, two SaaS providers in the customer relationship management (CRM) and experience software sector. Both companies have reported robust recent quarterly results amid a rotating market environment favoring software names with AI integrations and resilient growth. Traders seeking momentum opportunities and investors evaluating relative performance in application software will find value in contrasting their business models, recent momentum, and market positioning. This analysis draws on data from Yahoo Finance, MarketWatch, and company releases to provide objective insights into their trajectories.
FRSH Overview and Recent Performance
Freshworks Inc. (FRSH) develops software-as-a-service (SaaS) solutions for customer experience (CX) and employee experience (EX), including Freshdesk for support, Freshsales CRM (customer relationship management), and Freshservice for IT service management. Headquartered in San Mateo, California, the company serves SMBs and mid-market clients globally.
In recent market activity, FRSH shares have exhibited upward momentum, gaining over 10% in the past month amid SaaS sector rotation. Q1 2026 results showed revenue of $228.6 million, up 16% year-over-year, beating estimates, with non-GAAP operating income at $41 million (17.9% margin). Key drivers include landing the two largest deals in company history, including the first $1M+ ARR (annual recurring revenue) contract, and integrating Device42 capabilities into Freshservice. The stock trades around $9, with a 52-week range of $6.79-$16.14 and market cap near $2.5B. Analyst targets average $12.38, reflecting optimism on profitability gains despite YTD declines.
KVYO Overview and Recent Performance
Klaviyo, Inc. (KVYO) offers a cloud-based SaaS platform for B2C CRM, integrating marketing automation, analytics, and AI insights tailored for ecommerce brands on platforms like Shopify. Based in Boston, it unifies customer data for personalized campaigns.
KVYO has seen volatile trading in recent weeks, with shares around $23 (post-earnings), within a 52-week range of $15.53-$37.79 and market cap about $7B. Q1 2026 delivered revenue of $358 million, up 28% YoY, with record non-GAAP operating margins at 16% and net revenue retention (NRR) of 110%. Highlights include launches like Composer and enhanced Customer Agent AI features, plus raised FY26 guidance to $1.514-$1.522B. Despite strong fundamentals, sentiment reflects broader SaaS pressures, with YTD mixed but analysts favoring at $31.23 average target.
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Head-to-Head Comparison
FRSH and KVYO share SaaS exposure but diverge in focus: FRSH's multi-product CX/EX suite targets broader enterprise needs, while KVYO's specialized B2C CRM drives ecommerce growth via AI personalization. Growth drivers contrast with KVYO's superior 28% revenue pace and 110% NRR versus FRSH's steady 16% and large deals signaling expansion.
Recent momentum favors FRSH with 10%+ monthly gains and lower volatility, trading at discounted 5x LTM (last twelve months) FCF (free cash flow), against KVYO's higher multiple but post-earnings dips. Risk factors include competitive SaaS pressures and macro slowdowns, with FRSH showing better margins and cash position ($780M). Sector sentiment tilts toward AI-enhanced software, positioning KVYO for high-beta trades but FRSH for stability trade-offs.
Tickeron AI Verdict
Tickeron’s AI currently leans toward FRSH due to its trend consistency in recent weeks, undervaluation relative to peers, and catalysts like record deals amid SaaS recovery. While KVYO offers higher growth potential, its volatility and premium pricing suggest higher risk. Observable factors like relative stability and momentum favor FRSH with higher probability in the near term for balanced portfolios.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FRSH is a Hold and KVYO is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FRSH’s FA Score shows that 1 FA rating(s) are green whileKVYO’s FA Score has 0 green FA rating(s).
- FRSH’s FA Score: 1 green, 4 red.
- KVYO’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FRSH’s TA Score shows that 5 TA indicator(s) are bullish while KVYO’s TA Score has 3 bullish TA indicator(s).
- FRSH’s TA Score: 5 bullish, 5 bearish.
- KVYO’s TA Score: 3 bullish, 7 bearish.
Price Growth
FRSH (@Packaged Software) experienced а -7.51% price change this week, while KVYO (@Packaged Software) price change was -38.06% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.76%. For the same industry, the average monthly price growth was +5.74%, and the average quarterly price growth was +38.18%.
Reported Earning Dates
FRSH is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Packaged Software (-2.76% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| FRSH | KVYO | FRSH / KVYO | |
| Capitalization | 2.35B | 4.33B | 54% |
| EBITDA | 42.9M | -22.11M | -194% |
| Gain YTD | -30.612 | -55.497 | 55% |
| P/E Ratio | 13.84 | N/A | - |
| Revenue | 871M | 1.31B | 66% |
| Total Cash | 779M | 985M | 79% |
| Total Debt | 38.8M | 117M | 33% |
FRSH | ||
|---|---|---|
OUTLOOK RATING 1..100 | 76 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 58 Fair valued | |
PROFIT vs RISK RATING 1..100 | 93 | |
SMR RATING 1..100 | 50 | |
PRICE GROWTH RATING 1..100 | 60 | |
P/E GROWTH RATING 1..100 | 30 | |
SEASONALITY SCORE 1..100 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| FRSH | KVYO | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 90% | 1 day ago 89% |
| Stochastic ODDS (%) | 1 day ago 77% | 1 day ago 85% |
| Momentum ODDS (%) | 1 day ago 76% | 1 day ago 76% |
| MACD ODDS (%) | 1 day ago 76% | 1 day ago 75% |
| TrendWeek ODDS (%) | 1 day ago 81% | 1 day ago 80% |
| TrendMonth ODDS (%) | 1 day ago 75% | 1 day ago 77% |
| Advances ODDS (%) | 9 days ago 69% | 9 days ago 83% |
| Declines ODDS (%) | 1 day ago 80% | 6 days ago 79% |
| BollingerBands ODDS (%) | 1 day ago 86% | 1 day ago 83% |
| Aroon ODDS (%) | 1 day ago 70% | 1 day ago 85% |
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FRSH and
Correlation & Price change
A.I.dvisor indicates that over the last year, FRSH has been closely correlated with HUBS. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if FRSH jumps, then HUBS could also see price increases.
| Ticker / NAME | Correlation To FRSH | 1D Price Change % | ||
|---|---|---|---|---|
| FRSH | 100% | -1.28% | ||
| HUBS - FRSH | 67% Closely correlated | -6.15% | ||
| CRM - FRSH | 67% Closely correlated | -3.48% | ||
| TEAM - FRSH | 66% Closely correlated | -2.65% | ||
| NOW - FRSH | 66% Closely correlated | -2.72% | ||
| WDAY - FRSH | 66% Closely correlated | -2.31% | ||
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KVYO and
Correlation & Price change
A.I.dvisor indicates that over the last year, KVYO has been loosely correlated with BRZE. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if KVYO jumps, then BRZE could also see price increases.
| Ticker / NAME | Correlation To KVYO | 1D Price Change % | ||
|---|---|---|---|---|
| KVYO | 100% | -6.89% | ||
| BRZE - KVYO | 61% Loosely correlated | -7.14% | ||
| NOW - KVYO | 60% Loosely correlated | -2.72% | ||
| TEAM - KVYO | 57% Loosely correlated | -2.65% | ||
| FRSH - KVYO | 57% Loosely correlated | -1.28% | ||
| NICE - KVYO | 57% Loosely correlated | -5.10% | ||
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