Klaviyo (NYSE:KVYO) & Bumble (NASDAQ:BMBL) Head to Head Survey

Bumble (NASDAQ:BMBL) and Klaviyo (NYSE:KVYO) are both computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, dividends, earnings, profitability, analyst recommendations, valuation and risk.

Institutional and Insider Ownership

94.9% of Bumble shares are owned by institutional investors. Comparatively, 45.4% of Klaviyo shares are owned by institutional investors. 15.8% of Bumble shares are owned by company insiders. Comparatively, 53.2% of Klaviyo shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Valuation and Earnings

This table compares Bumble and Klaviyo”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Bumble	$1.07 billion	0.29	-$557.01 million	$1.12	2.46
Klaviyo	$1.23 billion	4.53	-$31.77 million	($0.12)	-154.38

Klaviyo has higher revenue and earnings than Bumble. Klaviyo is trading at a lower price-to-earnings ratio than Bumble, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Bumble and Klaviyo’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Bumble	-19.82%	10.85%	5.49%
Klaviyo	-2.57%	2.03%	1.58%

Volatility & Risk

Bumble has a beta of 1.95, meaning that its share price is 95% more volatile than the S&P 500. Comparatively, Klaviyo has a beta of 1.14, meaning that its share price is 14% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of current ratings and recommmendations for Bumble and Klaviyo, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Bumble	4	12	0	0	1.75
Klaviyo	1	3	20	0	2.79

Bumble presently has a consensus price target of $4.77, indicating a potential upside of 73.51%. Klaviyo has a consensus price target of $34.24, indicating a potential upside of 84.82%. Given Klaviyo’s stronger consensus rating and higher probable upside, analysts clearly believe Klaviyo is more favorable than Bumble.

Summary

Klaviyo beats Bumble on 9 of the 14 factors compared between the two stocks.

About Bumble

Bumble Inc. provides online dating and social networking platforms in North America, Europe, internationally. It owns and operates websites and applications that offers subscription and in-app purchases dating products. The company operates apps, including Bumble, a dating app built with women at the center, where women make the first move; Badoo, the web and mobile free-to-use dating app; Official app where users connect their profile with that of their partner enabling a shared, linked product experience; Bumble BFF and Bumble Bizz Modes that have a format similar to the date mode requiring users to set up profiles and matching users through yes and no votes, similar to the dating platform; and Bumble for Friends, a friendship app where people in all stages of life can meet people nearby and create meaningful platonic connections, as well as Fruitz app is centered around encouraging honesty and transparency by sharing dating intentions from the first touch point. Bumble Inc. was founded in 2006 in and is headquartered in Austin, Texas.

About Klaviyo

Klaviyo, Inc., a technology company, provides a software-as-a-service platform in the United States, other Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers Klaviyo, a cloud-native platform for data store, segmentation engine, campaigns and flows, and messaging infrastructure. It also provides email to send personalized marketing emails, including drag-and-drop email templates to edit and customize pre-built templates; email campaigns and automations with smart send time features, generative artificial intelligence for subject line creation, A/B testing tools, and consumer list segmentation; short message services to send targeted marketing text messages to consumers, as well as built-in contact cards to ensure that texts does not appear as random numbers; and push, a personalized push notification to engage with consumer. In addition, the company offers other applications, such as reviews, which collect product reviews; and customer data platform that allows to manage, deploy, transform, and sync data. It serves its products to entrepreneurs, small and medium-sized businesses to mid-market businesses, and enterprises. The was incorporated in 2012 and is headquartered in Boston, Massachusetts.