Both in Packaged Software
Twilio vs Take-Two Interactive Software
Over the past year TWLO returned +52.0% and TTWO returned −25.8%; their daily moves had a correlation of 0.31.
TWLO +52.0% TTWO −25.8%Growth of $1, one year, split-adjusted
| Metric | TWLO | TTWO |
|---|---|---|
| Price | $205.03 | $190.17 |
| Market cap | $31.49B | $35.56B |
| Today | −15.24% | −1.67% |
| 1 month | −31.9% | −6.6% |
| 6 months | +11.8% | −12.0% |
| Year to date | +44.1% | −25.7% |
| 1 year | +83.7% | −24.5% |
| Revenue growth (YoY) | +22.0% | +2.0% |
| Gross margin | 48.4% | 57.5% |
| Net margin | 71.2% | −2.2% |
| P/E (TTM) | 27.4× | — |
| Price / sales | 5.7× | 5.3× |
| Net cash | $1.66B | -$693.1M |
| Dividend yield | — | — |
| Volatility (60d) | 81.6% | 33.6% |
| Short % of float | 3.9% | 5.6% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).