Kaleyra Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Kaleyra Inc (KLR) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Kaleyra Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 347M vs 416M combined for tracked competitors (45.5% combined share).
- Trending: Latest-quarter revenue run-rate is holding steady (-1.1% annualized vs trailing 12 months), vs decelerating (-40.9%) for its tracked peer group.
- Growth: Kaleyra Inc generated 5.8% revenue growth year over year in Q2 2023, vs -24.0% for its tracked competitors combined.
- Profitability: Its -10.6% net margin compares with -50.8% for the peer group.
- Peer revenue share: Kaleyra Inc accounted for 58.3% of combined revenue among its tracked peer group, up from 50.1% a year earlier.
- Peer differentiation: Revenue per employee of $1.13M compares with $0.43M for the peer group (2.6x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
KLR Sales vs. its Competitors, Q2 2023
Kaleyra Inc reported revenue growth of 5.75 % year on year in Q2 2023, above its competitors' combined revenue change of -24.01 %.
With a net margin of -10.60 %, Kaleyra Inc achieved higher profitability than its competitors (-50.76 %).
Kaleyra Inc generated 58.26 % of the combined sales of its peer group, up from 50.07 % a year earlier.
Kaleyra Inc vs. its Competitors, Q2 2023
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Kaleyra Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Kaleyra Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Kaleyra Inc's competitor groups requires a Commercial License.
For context: the Cloud Computing & Data Analytics industry grew revenue 1.3% year over year, combined, vs 5.8% for Kaleyra Inc. Kaleyra Inc's share of combined industry revenue moved from 0.06% to 0.06%, a gain of 0.00 percentage points.
Kaleyra Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Kaleyra Inc | No | Yes | No | Yes |
| Competitors combined (1) | ||||
| Similar Growth & Profitability (8) | 0.00 % (0 of 8) | 62.50 % (5 of 8) | 37.50 % (3 of 8) | 28.60 % (2 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
KLR Stock Performance relative to its Competitors
KLR Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Ambarella Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Kaleyra Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Kaleyra Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Kaleyra Inc | 96.11 | 346.97 |
| Ambarella Inc | 3,022.30 | 416.17 |
| SUBTOTAL | 3,118.41 | 763.13 |
Sources: Kaleyra Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Kaleyra Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Kaleyra Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Kaleyra Inc | 96 | 1,133,879 | -289,451 |
| Ambarella Inc | 3,022 | 433,959 | -84,100 |
| PEERS TOTAL | 3,022 | 433,959 | -84,100 |
Kaleyra Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Kaleyra Inc | Europe Excluding Italy 10.00 % |
| Ambarella Inc | Asia Pacific other than Taiwan 23.34 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Kaleyra Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Cloud Computing & Data Analytics industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (203 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 22.07 % | 51.85 % (avg) | -29.8 pp |
| Operating Margin | -21.70 % | industry median | -14.7 pp |
| EBITDA Margin | -20.54 % | 2.97 % (avg) | -23.5 pp |
| Capital Intensity (Capex / Revenue) | - | 5.21 % (avg) | - |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Kaleyra Inc's Valuation vs Competitive Position
Valuation multiples vs the Cloud Computing & Data Analytics industry average (203 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 27.6x | - |
| EV / EBITDA | - | 16.4x | - |
| P/B | 1.1x | 4.0x | -2.9x |
| Return on Equity | -178.26 % | industry aggregate | -177.98 % |
| Return on Invested Capital | -23.98 % | 1.95 % (avg) | -25.93 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Kaleyra Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|
| Revenue Growth | - | - | - | - | 81.68 % |
| Operating Margin | - | - | - | -17.89 % | -12.32 % |
| Return on Invested Capital | -0.07 % | -0.83 % | -1.90 % | -572.08 % | -8.96 % |
| P/E | - | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Kaleyra Inc's Strategic Group Map
Every company in Kaleyra Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Kaleyra Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Kaleyra Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Kaleyra Inc falls in the Low attractiveness / Low strength cell: Harvest / Divest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Kaleyra Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Operating margin 14.7 points below the industry median.
- Return on equity 178.0 points below the industry aggregate.
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of tracked competitors (100.00 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-40.9% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Kaleyra Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Kaleyra Inc | 0.67 | 1.47 | 0.46 |
| Ambarella Inc | 0.93 | 2.54 | - |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Kaleyra Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Kaleyra Inc | Q2 2023 | +5.7 % | - |
| Ambarella Inc | Q2 2026 | +13.5 % | - |
| PEERS TOTAL | +10.0 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Kaleyra Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Kaleyra Inc | Q2 2023 | +2.5 % | -17.6 % |
| Ambarella Inc | Q2 2026 | +17.2 % | +65.5 % |
Kaleyra Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Kaleyra Inc | - | - | - |
| Ambarella Inc | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Kaleyra Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Kaleyra Inc | - | 0.28 |
| Ambarella Inc | - | 7.26 |
| PEERS AVERAGE | - | 4.09 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.