Both in Packaged Software

MongoDB vs Twilio

Over the past year MDB returned −7.7% and TWLO returned +64.3%; their daily moves had a correlation of 0.50.

MDB −7.7% TWLO +64.3%Growth of $1, one year, split-adjusted
MetricMDBTWLO
Price$328.38$213.50
Market cap$26.45B$33.04B
Today−2.08%−0.13%
1 month−9.0%−23.9%
6 months+23.8%+11.5%
Year to date−21.8%+50.1%
1 year−11.0%+56.9%
Revenue growth (YoY)+30.5%+19.9%
Gross margin73.8%48.8%
Net margin5.3%10.3%
P/E (TTM)449.1×26.0×
Price / sales9.5×5.7×
Net cash$2.41B$1.90B
Dividend yield——
Volatility (60d)79.1%67.3%
Short % of float3.4%3.9%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).