Both in Semiconductors

Applied Optoelectronics vs Allegro MicroSystems

Over the past year AAOI returned +109.0% and ALGM returned +5.5%; their daily moves had a correlation of 0.43.

AAOI +109.0% ALGM +5.5%Growth of $1, one year, split-adjusted
MetricAAOIALGM
Price$69.05$30.53
Market cap$5.86B$5.69B
Today−12.80%−7.57%
1 month−35.7%−16.1%
6 months−62.4%−37.7%
Year to date+98.1%+15.7%
1 year+94.6%−0.7%
Revenue growth (YoY)+86.4%+29.2%
Gross margin27.7%49.2%
Net margin−11.9%8.4%
P/E (TTM)—184.0×
Price / sales9.8×5.6×
Net cash$311.7M-$94.1M
Dividend yield——
Volatility (60d)104.4%57.5%
Short % of float20.0%8.3%
Next earnings——

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