Both in Packaged Software
Okta vs Twilio
Over the past year OKTA returned +103.0% and TWLO returned +52.5%; their daily moves had a correlation of 0.52.
OKTA +103.0% TWLO +52.5%Growth of $1, one year, split-adjusted
| Metric | OKTA | TWLO |
|---|---|---|
| Price | $184.87 | $207.60 |
| Market cap | $32.32B | $32.12B |
| Today | −11.22% | +1.25% |
| 1 month | −12.6% | −29.5% |
| 6 months | +139.3% | +9.5% |
| Year to date | +113.8% | +46.0% |
| 1 year | +110.3% | +83.9% |
| Revenue growth (YoY) | +10.6% | +22.0% |
| Gross margin | 79.6% | 48.4% |
| Net margin | 14.4% | 71.2% |
| P/E (TTM) | 109.2× | 28.0× |
| Price / sales | 10.5× | 5.8× |
| Net cash | $2.30B | $1.66B |
| Dividend yield | — | — |
| Volatility (60d) | 82.0% | 67.7% |
| Short % of float | 4.2% | 3.9% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).