Both in Packaged Software
Take-Two Interactive Software vs Twilio
Over the past year TTWO returned −23.7% and TWLO returned +57.1%; their daily moves had a correlation of 0.31.
TTWO −23.7% TWLO +57.1%Growth of $1, one year, split-adjusted
| Metric | TTWO | TWLO |
|---|---|---|
| Price | $194.99 | $213.77 |
| Market cap | $36.46B | $33.08B |
| Today | +1.50% | +2.97% |
| 1 month | −4.2% | −29.0% |
| 6 months | −12.6% | +9.3% |
| Year to date | −23.8% | +50.3% |
| 1 year | −23.9% | +58.5% |
| Revenue growth (YoY) | +2.0% | +19.9% |
| Gross margin | 57.5% | 48.8% |
| Net margin | −2.2% | 10.3% |
| P/E (TTM) | — | 26.0× |
| Price / sales | 5.5× | 5.7× |
| Net cash | -$693.1M | $1.90B |
| Dividend yield | — | — |
| Volatility (60d) | 30.7% | 67.5% |
| Short % of float | 5.6% | 3.9% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).