Both in Packaged Software
Roblox vs Twilio
Over the past year RBLX returned −55.4% and TWLO returned +56.8%; their daily moves had a correlation of 0.09.
RBLX −55.4% TWLO +56.8%Growth of $1, one year, split-adjusted
| Metric | RBLX | TWLO |
|---|---|---|
| Price | $47.99 | $213.36 |
| Market cap | $34.35B | $33.01B |
| Today | +5.59% | −0.19% |
| 1 month | +5.3% | −23.9% |
| 6 months | +9.7% | +11.5% |
| Year to date | −40.8% | +50.0% |
| 1 year | −55.4% | +56.8% |
| Revenue growth (YoY) | +15.6% | +19.9% |
| Gross margin | 79.8% | 48.8% |
| Net margin | −14.4% | 10.3% |
| P/E (TTM) | — | 25.9× |
| Price / sales | 5.8× | 5.7× |
| Net cash | $2.19B | $1.90B |
| Dividend yield | — | — |
| Volatility (60d) | 70.3% | 67.3% |
| Short % of float | 4.1% | 3.9% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).