Both in Packaged Software
Block vs Twilio
Over the past year XYZ returned +20.7% and TWLO returned +64.3%; their daily moves had a correlation of 0.24.
XYZ +20.7% TWLO +64.3%Growth of $1, one year, split-adjusted
| Metric | XYZ | TWLO |
|---|---|---|
| Price | $87.63 | $213.50 |
| Market cap | $52.65B | $33.04B |
| Today | +15.30% | −0.13% |
| 1 month | +14.5% | −23.9% |
| 6 months | +23.7% | +11.5% |
| Year to date | +34.6% | +50.1% |
| 1 year | +17.9% | +56.9% |
| Revenue growth (YoY) | +9.3% | +19.9% |
| Gross margin | 47.8% | 48.8% |
| Net margin | 1.3% | 10.3% |
| P/E (TTM) | 147.4× | 26.0× |
| Price / sales | 2.1× | 5.7× |
| Net cash | $3.29B | $1.90B |
| Dividend yield | — | — |
| Volatility (60d) | 44.8% | 67.3% |
| Short % of float | 2.6% | 3.9% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).