Both in Packaged Software
CoreWeave vs Twilio
Over the past year CRWV returned −40.7% and TWLO returned +170.2%; their daily moves had a correlation of 0.11.
CRWV −40.7% TWLO +170.2%Growth of $1, one year, split-adjusted
| Metric | CRWV | TWLO |
|---|---|---|
| Price | $82.08 | $289.47 |
| Market cap | $45.27B | $44.46B |
| Today | +0.61% | +4.97% |
| 1 month | −7.9% | +25.2% |
| 6 months | −19.5% | +146.0% |
| Year to date | +14.6% | +103.5% |
| 1 year | −41.4% | +153.8% |
| Revenue growth (YoY) | +112.5% | +22.0% |
| Gross margin | 65.9% | 48.4% |
| Net margin | −24.3% | 71.2% |
| P/E (TTM) | — | 38.7× |
| Price / sales | 6.0× | 8.0× |
| Net cash | -$29.75B | $1.66B |
| Dividend yield | — | — |
| Volatility (60d) | 96.6% | 69.4% |
| Short % of float | 15.4% | 4.1% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).