Both in Packaged Software
Twilio vs CoreWeave
Over the past year TWLO returned +52.0% and CRWV returned −59.0%; their daily moves had a correlation of 0.17.
TWLO +52.0% CRWV −59.0%Growth of $1, one year, split-adjusted
| Metric | TWLO | CRWV |
|---|---|---|
| Price | $205.03 | $54.87 |
| Market cap | $31.49B | $30.26B |
| Today | −15.24% | −9.66% |
| 1 month | −31.9% | −38.0% |
| 6 months | +11.8% | −53.9% |
| Year to date | +44.1% | −23.4% |
| 1 year | +83.7% | −60.8% |
| Revenue growth (YoY) | +22.0% | +112.5% |
| Gross margin | 48.4% | 65.9% |
| Net margin | 71.2% | −24.3% |
| P/E (TTM) | 27.4× | — |
| Price / sales | 5.7× | 4.0× |
| Net cash | $1.66B | -$29.75B |
| Dividend yield | — | — |
| Volatility (60d) | 81.6% | 89.2% |
| Short % of float | 3.9% | 18.0% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).