Both in Packaged Software
Veeva Systems vs Twilio
Over the past year VEEV returned −4.9% and TWLO returned +178.8%; their daily moves had a correlation of 0.49.
VEEV −4.9% TWLO +178.8%Growth of $1, one year, split-adjusted
| Metric | VEEV | TWLO |
|---|---|---|
| Price | $278.57 | $290.78 |
| Market cap | $45.10B | $44.66B |
| Today | −0.50% | +1.32% |
| 1 month | +0.7% | +22.3% |
| 6 months | +58.3% | +140.4% |
| Year to date | +24.8% | +104.4% |
| 1 year | −4.0% | +184.1% |
| Revenue growth (YoY) | +17.6% | +22.0% |
| Gross margin | 75.0% | 48.4% |
| Net margin | 29.5% | 71.2% |
| P/E (TTM) | 44.4× | 38.9× |
| Price / sales | 13.0× | 8.0× |
| Net cash | $7.24B | $1.66B |
| Dividend yield | — | — |
| Volatility (60d) | 45.1% | 67.2% |
| Short % of float | 4.7% | 3.5% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).