Both in Packaged Software
Twilio vs Veeva Systems
Over the past year TWLO returned +116.7% and VEEV returned +8.3%; their daily moves had a correlation of 0.49.
TWLO +116.7% VEEV +8.3%Growth of $1, one year, split-adjusted
| Metric | TWLO | VEEV |
|---|---|---|
| Price | $241.90 | $310.34 |
| Market cap | $37.15B | $50.25B |
| Today | −4.68% | −2.35% |
| 1 month | −17.3% | +8.7% |
| 6 months | +63.4% | +99.0% |
| Year to date | +70.1% | +39.0% |
| 1 year | +113.2% | +6.5% |
| Revenue growth (YoY) | +22.0% | +17.6% |
| Gross margin | 48.4% | 75.0% |
| Net margin | 71.2% | 29.5% |
| P/E (TTM) | 32.3× | 49.5× |
| Price / sales | 6.7× | 14.5× |
| Net cash | $1.66B | $7.24B |
| Dividend yield | — | — |
| Volatility (60d) | 74.0% | 43.3% |
| Short % of float | 3.9% | 2.9% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).