Both in Semiconductors
Analog Devices vs Applied Materials
Over the past year ADI returned +79.7% and AMAT returned +60.7%; their daily moves had a correlation of 0.65.
ADI +79.7% AMAT +60.7%Growth of $1, one year, split-adjusted
| Metric | ADI | AMAT |
|---|---|---|
| Price | $419.79 | $381.92 |
| Market cap | $203.42B | $303.09B |
| Today | +1.68% | +1.97% |
| 1 month | +0.2% | −29.6% |
| 6 months | +3.7% | −7.0% |
| Year to date | +54.8% | +48.6% |
| 1 year | +79.3% | +63.8% |
| Revenue growth (YoY) | +39.6% | +24.8% |
| Gross margin | 67.3% | 50.3% |
| Net margin | 33.3% | 27.8% |
| P/E (TTM) | 49.2× | 32.7× |
| Price / sales | 14.7× | 9.8× |
| Net cash | -$6.80B | $2.69B |
| Dividend yield | 1.05% | 0.56% |
| Volatility (60d) | 32.0% | 52.6% |
| Short % of float | 2.1% | 1.8% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).