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KVYO vs TEAM
Which Stock Would AI Choose? Klaviyo (KVYO) vs. Atlassian (TEAM) Stock Comparison
Key Takeaways
- Klaviyo (KVYO) reported Q1 2026 revenue growth of 28% year-over-year to $358 million, beating estimates, with record non-GAAP operating margins of 16.3%.
- Atlassian (TEAM) delivered Q3 FY2026 revenue up 32% to $1.79 billion, driven by 44% data center growth and AI integrations, prompting a 30% stock surge post-earnings.
- Both stocks have underperformed YTD, with KVYO down ~32% and TEAM down ~43%, but recent momentum favors TEAM amid cloud and AI tailwinds.
- KVYO boasts higher revenue growth rates but smaller scale ($6.8B market cap) versus TEAM ($23B+ market cap) with broader enterprise exposure.
- Analyst consensus leans "Buy" for both, with price targets implying 100%+ upside for KVYO (~$32) and ~60% for TEAM (~$144).
- AI-driven features position both for long-term growth in marketing automation (KVYO) and collaboration tools (TEAM).
Introduction
Klaviyo (KVYO) and Atlassian (TEAM) represent high-growth SaaS (Software as a Service) players in the software sector, focusing on marketing automation and team collaboration, respectively. This stock comparison evaluates their recent performance, business models, and market positioning amid volatile tech sentiment. Traders seeking momentum in AI-enhanced tools and investors eyeing scalable enterprise software will find insights into relative strengths, such as revenue acceleration and cloud migrations, helping inform decisions on relative performance and sector rotation opportunities.
KVYO Overview and Recent Performance
Klaviyo (KVYO), a Boston-based provider of an AI-powered B2C CRM (Customer Relationship Management) platform, enables e-commerce brands to deliver personalized marketing via email, SMS, and analytics. With over 196,000 customers, it integrates deeply with platforms like Shopify. In recent market activity, KVYO shares traded around $23, reflecting a year-to-date decline of about 32% but a 22% monthly gain. Q1 2026 results drove sentiment, with revenue of $358 million (up 28% YoY), beating estimates by 2.8%, EPS of $0.22 (beating by 13.4%), and a record non-GAAP operating margin of 16.3% (up 470 basis points). Dollar-based net revenue retention held at 110%, signaling strong expansion. AI initiatives like Autonomous B2C CRM and partnerships (e.g., Canva) bolstered optimism, though CFO transition tempered gains. Raised FY2026 guidance to $1.514-1.522 billion (23% growth) underscores operational leverage.
TEAM Overview and Recent Performance
Atlassian (TEAM), headquartered in Sydney, offers collaboration software like Jira (project management) and Confluence (team workspaces), targeting enterprises and developers worldwide. Recent weeks saw TEAM shares around $89-92, with YTD down ~43% but a sharp 30% post-earnings rally on May 1. Q3 FY2026 revenue hit $1.79 billion (up 32% YoY), surpassing forecasts, fueled by 44% data center growth and cloud revenue over $1.1 billion (up 29%). Non-GAAP EPS of $1.75 beat consensus by 31%, with operating margins at 31.7%. AI enhancements via Rovo and Gemini integration, plus enterprise migrations, lifted sentiment despite prior workforce cuts for efficiency. FY2026 revenue outlook raised to ~24% growth. Volatility persists from macro pressures, but AI momentum supports recovery.
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Head-to-Head Comparison
Klaviyo (KVYO) specializes in niche B2C marketing automation with faster recent revenue growth (28-32% YoY) versus Atlassian’s (TEAM) broader enterprise collaboration suite (20-32% growth), highlighting trade-offs in focus versus diversification. Growth drivers differ: KVYO leverages e-commerce data platforms and 110% NRR (Net Revenue Retention), while TEAM benefits from cloud migrations (29% growth) and AI like Rovo. Recent momentum favors TEAM post-earnings surge, contrasting KVYO’s steadier but CFO-impacted reaction. Risks include competition (e.g., Salesforce for both) and economic sensitivity to ad spend (KVYO) or IT budgets (TEAM). Both expose to software/AI sectors, but TEAM’s scale ($23B cap) offers stability over KVYO’s agility ($7B), with sentiment tilting to TEAM’s enterprise catalysts.
Tickeron AI Verdict
Tickeron’s AI currently favors Atlassian (TEAM) due to superior recent momentum from 32% revenue beats, explosive cloud/data center growth, and AI positioning, alongside a larger scale for trend consistency. While KVYO shows robust 28% growth and margins, TEAM’s catalysts suggest higher probability of near-term outperformance in the SaaS space.
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 disclaimer. 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 KVYO is a Hold and TEAM 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).
KVYO’s FA Score shows that 0 FA rating(s) are green whileTEAM’s FA Score has 1 green FA rating(s).
- KVYO’s FA Score: 0 green, 5 red.
- TEAM’s FA Score: 1 green, 4 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.
KVYO’s TA Score shows that 3 TA indicator(s) are bullish while TEAM’s TA Score has 3 bullish TA indicator(s).
- KVYO’s TA Score: 3 bullish, 6 bearish.
- TEAM’s TA Score: 3 bullish, 5 bearish.
Price Growth
KVYO (@Packaged Software) experienced а -8.79% price change this week, while TEAM (@Packaged Software) price change was -11.01% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.27%. For the same industry, the average monthly price growth was +0.37%, and the average quarterly price growth was -8.09%.
Reported Earning Dates
KVYO is expected to report earnings on Aug 12, 2026.
TEAM is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Packaged Software (-2.27% 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.
| KVYO | TEAM | KVYO / TEAM | |
| Capitalization | 4.25B | 22.5B | 19% |
| EBITDA | -22.11M | -21.17M | 104% |
| Gain YTD | -56.237 | -45.405 | 124% |
| P/E Ratio | N/A | N/A | - |
| Revenue | 1.31B | 6.19B | 21% |
| Total Cash | 985M | 1.14B | 87% |
| Total Debt | 117M | 1.24B | 9% |
TEAM | ||
|---|---|---|
OUTLOOK RATING 1..100 | 70 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 98 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 97 | |
PRICE GROWTH RATING 1..100 | 61 | |
P/E GROWTH RATING 1..100 | 21 | |
SEASONALITY SCORE 1..100 | 50 |
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.
| KVYO | TEAM | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 89% | 3 days ago 76% |
| Stochastic ODDS (%) | 3 days ago 88% | 3 days ago 76% |
| Momentum ODDS (%) | 3 days ago 76% | 3 days ago 80% |
| MACD ODDS (%) | 3 days ago 81% | 3 days ago 76% |
| TrendWeek ODDS (%) | 3 days ago 81% | 3 days ago 77% |
| TrendMonth ODDS (%) | 3 days ago 78% | 3 days ago 71% |
| Advances ODDS (%) | 14 days ago 84% | 14 days ago 76% |
| Declines ODDS (%) | 3 days ago 80% | 3 days ago 76% |
| BollingerBands ODDS (%) | 3 days ago 80% | 3 days ago 68% |
| Aroon ODDS (%) | N/A | 3 days ago 73% |
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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 65% 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% | -0.56% | ||
| BRZE - KVYO | 65% Loosely correlated | N/A | ||
| FRSH - KVYO | 59% Loosely correlated | +2.44% | ||
| NICE - KVYO | 59% Loosely correlated | +0.72% | ||
| CRM - KVYO | 57% Loosely correlated | -0.34% | ||
| TEAM - KVYO | 57% Loosely correlated | -0.76% | ||
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TEAM and
Correlation & Price change
A.I.dvisor indicates that over the last year, TEAM has been closely correlated with HUBS. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if TEAM jumps, then HUBS could also see price increases.
| Ticker / NAME | Correlation To TEAM | 1D Price Change % | ||
|---|---|---|---|---|
| TEAM | 100% | -0.76% | ||
| HUBS - TEAM | 72% Closely correlated | +0.83% | ||
| CRM - TEAM | 72% Closely correlated | -0.34% | ||
| WDAY - TEAM | 72% Closely correlated | +0.21% | ||
| ASAN - TEAM | 71% Closely correlated | -0.94% | ||
| FRSH - TEAM | 69% Closely correlated | +2.44% | ||
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