Both in Packaged Software
Atlassian vs Twilio
Over the past year TEAM returned +43.0% and TWLO returned +170.2%; their daily moves had a correlation of 0.62.
TEAM +43.0% TWLO +170.2%Growth of $1, one year, split-adjusted
| Metric | TEAM | TWLO |
|---|---|---|
| Price | $206.79 | $289.47 |
| Market cap | $52.35B | $44.46B |
| Today | +1.58% | +4.97% |
| 1 month | +15.2% | +25.2% |
| 6 months | +261.8% | +146.0% |
| Year to date | +27.5% | +103.5% |
| 1 year | +38.3% | +153.8% |
| Revenue growth (YoY) | +27.6% | +22.0% |
| Gross margin | 86.5% | 48.4% |
| Net margin | 7.9% | 71.2% |
| P/E (TTM) | — | 38.7× |
| Price / sales | 8.0× | 8.0× |
| Net cash | $250.0M | $1.66B |
| Dividend yield | — | — |
| Volatility (60d) | 85.9% | 69.4% |
| Short % of float | 5.6% | 4.1% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).