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Side-by-side financial comparison of Klaviyo, Inc. (KVYO) and Royalty Pharma plc (RPRX). Click either name above to swap in a different company.
Royalty Pharma plc is the larger business by last-quarter revenue ($622.0M vs $350.2M, roughly 1.8× Klaviyo, Inc.). Royalty Pharma plc runs the higher net margin — 34.4% vs 2.0%, a 32.4% gap on every dollar of revenue. On growth, Klaviyo, Inc. posted the faster year-over-year revenue change (29.6% vs 4.8%). Over the past eight quarters, Klaviyo, Inc.'s revenue compounded faster (29.1% CAGR vs 4.6%).
Klaviyo is an American technology company that provides a marketing automation platform, used primarily for email marketing and SMS marketing.
Acceleron Pharma, Inc. is an American clinical stage biopharmaceutical company based in Cambridge, Massachusetts with a broad focus on developing medicines that regulate the transforming growth factor beta (TGF-β) superfamily of proteins, which play fundamental roles in the growth and repair of cells and tissues such as red blood cells, muscle, bone, and blood vessels.
KVYO vs RPRX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $350.2M | $622.0M |
| Net Profit | $7.0M | $214.2M |
| Gross Margin | 72.2% | — |
| Operating Margin | -0.5% | 62.4% |
| Net Margin | 2.0% | 34.4% |
| Revenue YoY | 29.6% | 4.8% |
| Net Profit YoY | 126.1% | 2.9% |
| EPS (diluted) | $0.03 | $0.49 |
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 | $622.0M | ||
| Q3 25 | $310.9M | $609.3M | ||
| Q2 25 | $293.1M | $578.7M | ||
| Q1 25 | $279.8M | $568.2M | ||
| Q4 24 | $270.2M | $593.6M | ||
| Q3 24 | $235.1M | $564.7M | ||
| Q2 24 | $222.2M | $537.3M | ||
| Q1 24 | $210.0M | $568.0M |
| Q4 25 | $7.0M | $214.2M | ||
| Q3 25 | $-426.0K | $288.2M | ||
| Q2 25 | $-24.3M | $30.2M | ||
| Q1 25 | $-14.1M | $238.3M | ||
| Q4 24 | $-27.0M | $208.2M | ||
| Q3 24 | $-1.3M | $544.0M | ||
| Q2 24 | $-4.9M | $102.0M | ||
| Q1 24 | $-12.9M | $4.8M |
| Q4 25 | 72.2% | — | ||
| Q3 25 | 75.5% | — | ||
| Q2 25 | 75.7% | — | ||
| Q1 25 | 75.8% | — | ||
| Q4 24 | 73.4% | — | ||
| Q3 24 | 76.9% | — | ||
| Q2 24 | 77.4% | — | ||
| Q1 24 | 78.6% | — |
| Q4 25 | -0.5% | 62.4% | ||
| Q3 25 | -3.5% | 70.1% | ||
| Q2 25 | -10.7% | 36.3% | ||
| Q1 25 | -8.5% | 94.0% | ||
| Q4 24 | -12.8% | 60.9% | ||
| Q3 24 | -5.6% | — | ||
| Q2 24 | -6.3% | 50.2% | ||
| Q1 24 | -10.5% | -13.0% |
| Q4 25 | 2.0% | 34.4% | ||
| Q3 25 | -0.1% | 47.3% | ||
| Q2 25 | -8.3% | 5.2% | ||
| Q1 25 | -5.0% | 41.9% | ||
| Q4 24 | -10.0% | 35.1% | ||
| Q3 24 | -0.6% | 96.3% | ||
| Q2 24 | -2.2% | 19.0% | ||
| Q1 24 | -6.1% | 0.8% |
| Q4 25 | $0.03 | $0.49 | ||
| Q3 25 | $0.00 | $0.67 | ||
| Q2 25 | $-0.09 | $0.07 | ||
| Q1 25 | $-0.05 | $0.55 | ||
| Q4 24 | $-0.09 | $0.46 | ||
| Q3 24 | $-0.01 | $1.21 | ||
| Q2 24 | $-0.02 | $0.23 | ||
| Q1 24 | $-0.05 | $0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.1B | $618.7M |
| Total DebtLower is stronger | — | $9.0B |
| Stockholders' EquityBook value | $1.2B | $9.7B |
| Total Assets | $1.6B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.1B | $618.7M | ||
| Q3 25 | $980.3M | $938.9M | ||
| Q2 25 | $935.5M | $631.9M | ||
| Q1 25 | $888.4M | $1.1B | ||
| Q4 24 | $881.5M | $929.0M | ||
| Q3 24 | $826.7M | $950.1M | ||
| Q2 24 | $793.6M | $1.8B | ||
| Q1 24 | $755.8M | $843.0M |
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
| Q4 25 | $1.2B | $9.7B | ||
| Q3 25 | $1.1B | $9.6B | ||
| Q2 25 | $1.1B | $9.5B | ||
| Q1 25 | $1.1B | $9.8B | ||
| Q4 24 | $1.0B | $10.3B | ||
| Q3 24 | $1.0B | $10.3B | ||
| Q2 24 | $979.5M | $9.8B | ||
| Q1 24 | $937.5M | $9.9B |
| Q4 25 | $1.6B | $19.6B | ||
| Q3 25 | $1.5B | $19.3B | ||
| Q2 25 | $1.4B | $18.3B | ||
| Q1 25 | $1.3B | $17.6B | ||
| Q4 24 | $1.3B | $18.2B | ||
| Q3 24 | $1.2B | $18.0B | ||
| Q2 24 | $1.1B | $17.7B | ||
| Q1 24 | $1.1B | $16.1B |
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $93.2M | $827.1M |
| Free Cash FlowOCF − Capex | $90.7M | — |
| FCF MarginFCF / Revenue | 25.9% | — |
| Capex IntensityCapex / Revenue | 0.7% | — |
| Cash ConversionOCF / Net Profit | 13.26× | 3.86× |
| TTM Free Cash FlowTrailing 4 quarters | $208.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $93.2M | $827.1M | ||
| Q3 25 | $54.8M | $702.6M | ||
| Q2 25 | $55.7M | $364.0M | ||
| Q1 25 | $14.4M | $596.1M | ||
| Q4 24 | $60.1M | $742.5M | ||
| Q3 24 | $38.8M | $703.6M | ||
| Q2 24 | $40.9M | $658.2M | ||
| Q1 24 | $26.2M | $664.6M |
| 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× | 3.86× | ||
| Q3 25 | — | 2.44× | ||
| Q2 25 | — | 12.06× | ||
| Q1 25 | — | 2.50× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 6.45× | ||
| Q1 24 | — | 139.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KVYO
Segment breakdown not available.
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
