Both in Packaged Software

Twilio vs Rubrik

Over the past year TWLO returned +56.8% and RBRK returned +55.8%; their daily moves had a correlation of 0.51.

TWLO +56.8% RBRK +55.8%Growth of $1, one year, split-adjusted
MetricTWLORBRK
Price$213.36$118.10
Market cap$33.01B$24.48B
Today−0.19%+1.36%
1 month−23.9%−6.1%
6 months+11.5%+104.4%
Year to date+50.0%+54.4%
1 year+56.8%+55.8%
Revenue growth (YoY)+19.9%+37.9%
Gross margin48.8%78.4%
Net margin10.3%−14.5%
P/E (TTM)25.9×—
Price / sales5.7×15.9×
Net cash$1.90B$614.8M
Dividend yield——
Volatility (60d)67.3%70.0%
Short % of float3.9%8.2%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).