Critical Analysis: Klaviyo (NYSE:KVYO) and Rekor Systems (NASDAQ:REKR)

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

Institutional & Insider Ownership

40.6% of Rekor Systems shares are held by institutional investors. 8.4% of Rekor Systems shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Analyst Ratings

This is a breakdown of recent ratings and price targets for Klaviyo and Rekor Systems, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Klaviyo	0	4	9	0	2.69
Rekor Systems	0	0	1	0	3.00

Klaviyo currently has a consensus target price of $38.75, indicating a potential upside of 39.59%. Rekor Systems has a consensus target price of $3.88, indicating a potential upside of 33.16%. Given Klaviyo’s higher probable upside, research analysts clearly believe Klaviyo is more favorable than Rekor Systems.

Profitability

This table compares Klaviyo and Rekor Systems’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Klaviyo	N/A	N/A	N/A
Rekor Systems	-137.04%	-89.12%	-47.61%

Valuation & Earnings

This table compares Klaviyo and Rekor Systems’ top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Klaviyo	$641.72 million	11.19	N/A	N/A	N/A
Rekor Systems	$30.33 million	6.63	-$83.11 million	N/A	N/A

Klaviyo has higher revenue and earnings than Rekor Systems.

Summary

Klaviyo beats Rekor Systems on 7 of the 10 factors compared between the two stocks.

About Klaviyo

Klaviyo, Inc., a technology company that provides a software-as-a-service platform to enable its customers to send the right messages at the right time across email, short message service (SMS), and push notifications. The company offers Klaviyo, a marketing automation platform that sends personalized and targeted messages. Its products include email marketing solution to track every click and purchase to optimize campaigns; SMS, a text marketing solution for ecommerce growth and retention; and mobile push solution that reaches customers directly on their lock screen with mobile push notifications. The company also provides Review solution to get the product reviews; and a customer data platform that helps store, analyze, and use data at scale. It serves individuals, small and medium enterprises, and companies in North America, Western Europe, Canada, the United Kingdom, Australia, and New Zealand. The was incorporated in 2012 and is based in Boston, Massachusetts.

About Rekor Systems

Rekor Systems, Inc., a technology company, provides intelligent infrastructure solutions for transportation management, public safety, and urban mobility markets in the United States, Canada, and internationally. It leverages AI, machine learning, and holistic data to support the intelligent infrastructure for smart mobility. The company's platforms include Rekor One, an AI-powered roadway intelligence platform; Rekor Command, a comprehensive cross-agency platform that provides various applications for traffic management centers, freeway service patrol, first responders, and maintenance crews; Rekor Discover, a platform that ingests data from its hardware and fully automates comprehensive analytics and actionable insights about the movement of objects across the roadway; and Rekor Scout platform, which fully automates previously manual processes with collaborative solutions that keep all stakeholders apprised of developing situations and accelerate reaction times to incidents and offenders. The company also offers Rekor AutoNotice, a cloud-based financial management application that delivers an information and citation management solution for cities, states, and municipalities for primary and secondary offenses; and Rekor CarCheck, which allows its AI based vehicle and license plate recognition technology to be conveniently accessed for a range of commercial applications. In addition, it offers Rekor Edge Max System, a fixed traffic data collection system; Rekor Edge Pro, a vehicle recognition solution; and Rekor Edge Flex, a portable data collection system. Rekor Systems, Inc. was incorporated in 2017 and is headquartered in Columbia, Maryland.