Both in Packaged Software
Twilio vs Okta
Over the past year TWLO returned +57.1% and OKTA returned +108.3%; their daily moves had a correlation of 0.52.
TWLO +57.1% OKTA +108.3%Growth of $1, one year, split-adjusted
| Metric | TWLO | OKTA |
|---|---|---|
| Price | $213.77 | $189.68 |
| Market cap | $33.08B | $33.16B |
| Today | +2.97% | +2.60% |
| 1 month | −29.0% | −13.1% |
| 6 months | +9.3% | +144.0% |
| Year to date | +50.3% | +119.4% |
| 1 year | +58.5% | +107.2% |
| Revenue growth (YoY) | +19.9% | +10.6% |
| Gross margin | 48.8% | 79.6% |
| Net margin | 10.3% | 14.4% |
| P/E (TTM) | 26.0× | 112.0× |
| Price / sales | 5.7× | 10.8× |
| Net cash | $1.90B | $2.30B |
| Dividend yield | — | — |
| Volatility (60d) | 67.5% | 82.0% |
| Short % of float | 3.9% | 4.2% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).