vs
Side-by-side financial comparison of Dayforce (DAY) and Klaviyo, Inc. (KVYO). Click either name above to swap in a different company.
Dayforce is the larger business by last-quarter revenue ($481.6M vs $350.2M, roughly 1.4× Klaviyo, Inc.). Klaviyo, Inc. runs the higher net margin — 2.0% vs -40.9%, a 42.9% gap on every dollar of revenue. On growth, Klaviyo, Inc. posted the faster year-over-year revenue change (29.6% vs 9.5%). Over the past eight quarters, Klaviyo, Inc.'s revenue compounded faster (29.1% CAGR vs 9.8%).
Dayforce, Inc., formerly Ceridian, is an American human resources software and services company.
Klaviyo is an American technology company that provides a marketing automation platform, used primarily for email marketing and SMS marketing.
DAY vs KVYO — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $481.6M | $350.2M |
| Net Profit | $-196.8M | $7.0M |
| Gross Margin | — | 72.2% |
| Operating Margin | 6.3% | -0.5% |
| Net Margin | -40.9% | 2.0% |
| Revenue YoY | 9.5% | 29.6% |
| Net Profit YoY | -9940.0% | 126.1% |
| EPS (diluted) | $-1.23 | $0.03 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $350.2M | ||
| Q3 25 | $481.6M | $310.9M | ||
| Q2 25 | $464.7M | $293.1M | ||
| Q1 25 | $481.8M | $279.8M | ||
| Q4 24 | $465.2M | $270.2M | ||
| Q3 24 | $440.0M | $235.1M | ||
| Q2 24 | $423.3M | $222.2M | ||
| Q1 24 | $431.5M | $210.0M |
| Q4 25 | — | $7.0M | ||
| Q3 25 | $-196.8M | $-426.0K | ||
| Q2 25 | $21.3M | $-24.3M | ||
| Q1 25 | $14.9M | $-14.1M | ||
| Q4 24 | $10.8M | $-27.0M | ||
| Q3 24 | $2.0M | $-1.3M | ||
| Q2 24 | $-1.8M | $-4.9M | ||
| Q1 24 | $7.1M | $-12.9M |
| Q4 25 | — | 72.2% | ||
| Q3 25 | — | 75.5% | ||
| Q2 25 | — | 75.7% | ||
| Q1 25 | — | 75.8% | ||
| Q4 24 | 47.0% | 73.4% | ||
| Q3 24 | 45.8% | 76.9% | ||
| Q2 24 | 44.1% | 77.4% | ||
| Q1 24 | 47.6% | 78.6% |
| Q4 25 | — | -0.5% | ||
| Q3 25 | 6.3% | -3.5% | ||
| Q2 25 | 9.1% | -10.7% | ||
| Q1 25 | 6.4% | -8.5% | ||
| Q4 24 | 6.1% | -12.8% | ||
| Q3 24 | 4.7% | -5.6% | ||
| Q2 24 | 3.3% | -6.3% | ||
| Q1 24 | 9.4% | -10.5% |
| Q4 25 | — | 2.0% | ||
| Q3 25 | -40.9% | -0.1% | ||
| Q2 25 | 4.6% | -8.3% | ||
| Q1 25 | 3.1% | -5.0% | ||
| Q4 24 | 2.3% | -10.0% | ||
| Q3 24 | 0.5% | -0.6% | ||
| Q2 24 | -0.4% | -2.2% | ||
| Q1 24 | 1.6% | -6.1% |
| Q4 25 | — | $0.03 | ||
| Q3 25 | $-1.23 | $0.00 | ||
| Q2 25 | $0.13 | $-0.09 | ||
| Q1 25 | $0.09 | $-0.05 | ||
| Q4 24 | $0.07 | $-0.09 | ||
| Q3 24 | $0.01 | $-0.01 | ||
| Q2 24 | $-0.01 | $-0.02 | ||
| Q1 24 | $0.04 | $-0.05 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $627.6M | $1.1B |
| Total DebtLower is stronger | $631.1M | — |
| Stockholders' EquityBook value | $2.7B | $1.2B |
| Total Assets | $8.7B | $1.6B |
| Debt / EquityLower = less leverage | 0.23× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $1.1B | ||
| Q3 25 | $627.6M | $980.3M | ||
| Q2 25 | $625.2M | $935.5M | ||
| Q1 25 | $557.3M | $888.4M | ||
| Q4 24 | $579.7M | $881.5M | ||
| Q3 24 | $494.1M | $826.7M | ||
| Q2 24 | $465.4M | $793.6M | ||
| Q1 24 | $392.5M | $755.8M |
| Q4 25 | — | — | ||
| Q3 25 | $631.1M | — | ||
| Q2 25 | $631.8M | — | ||
| Q1 25 | $632.4M | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — |
| Q4 25 | — | $1.2B | ||
| Q3 25 | $2.7B | $1.1B | ||
| Q2 25 | $2.7B | $1.1B | ||
| Q1 25 | $2.6B | $1.1B | ||
| Q4 24 | $2.5B | $1.0B | ||
| Q3 24 | $2.6B | $1.0B | ||
| Q2 24 | $2.5B | $979.5M | ||
| Q1 24 | $2.4B | $937.5M |
| Q4 25 | — | $1.6B | ||
| Q3 25 | $8.7B | $1.5B | ||
| Q2 25 | $8.5B | $1.4B | ||
| Q1 25 | $9.5B | $1.3B | ||
| Q4 24 | $9.1B | $1.3B | ||
| Q3 24 | $8.1B | $1.2B | ||
| Q2 24 | $9.0B | $1.1B | ||
| Q1 24 | $10.8B | $1.1B |
| Q4 25 | — | — | ||
| Q3 25 | 0.23× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.49× | — | ||
| Q1 24 | 0.50× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $31.2M | $93.2M |
| Free Cash FlowOCF − Capex | — | $90.7M |
| FCF MarginFCF / Revenue | — | 25.9% |
| Capex IntensityCapex / Revenue | — | 0.7% |
| Cash ConversionOCF / Net Profit | — | 13.26× |
| TTM Free Cash FlowTrailing 4 quarters | — | $208.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $93.2M | ||
| Q3 25 | $31.2M | $54.8M | ||
| Q2 25 | $112.7M | $55.7M | ||
| Q1 25 | $49.6M | $14.4M | ||
| Q4 24 | $81.0M | $60.1M | ||
| Q3 24 | $91.8M | $38.8M | ||
| Q2 24 | $99.2M | $40.9M | ||
| Q1 24 | $9.1M | $26.2M |
| Q4 25 | — | $90.7M | ||
| Q3 25 | — | $52.5M | ||
| Q2 25 | — | $53.7M | ||
| Q1 25 | — | $11.7M | ||
| Q4 24 | — | $57.7M | ||
| Q3 24 | — | $37.2M | ||
| Q2 24 | — | $40.1M | ||
| Q1 24 | — | $24.9M |
| Q4 25 | — | 25.9% | ||
| Q3 25 | — | 16.9% | ||
| Q2 25 | — | 18.3% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | — | 15.8% | ||
| Q2 24 | — | 18.1% | ||
| Q1 24 | — | 11.9% |
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 0.6% |
| Q4 25 | — | 13.26× | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.29× | — | ||
| Q1 25 | 3.33× | — | ||
| Q4 24 | 7.50× | — | ||
| Q3 24 | 45.90× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.28× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DAY
| Dayforce Recurring | $333.0M | 69% |
| Cloud And Bureau Professional Services And Other | $78.5M | 16% |
| Float | $42.2M | 9% |
| Powerpay Recurring | $19.7M | 4% |
| Other Recurring | $8.2M | 2% |
KVYO
Segment breakdown not available.
