Both in Semiconductors

Allegro MicroSystems vs Applied Optoelectronics

Over the past year ALGM returned +11.1% and AAOI returned +89.2%; their daily moves had a correlation of 0.42.

ALGM +11.1% AAOI +89.2%Growth of $1, one year, split-adjusted
MetricALGMAAOI
Price$32.15$62.50
Market cap$6.00B$5.31B
Today+5.31%−9.49%
1 month−18.7%−45.9%
6 months−35.0%−63.9%
Year to date+21.9%+79.3%
1 year+6.2%+78.2%
Revenue growth (YoY)+29.2%+86.4%
Gross margin49.2%27.7%
Net margin8.4%−11.9%
P/E (TTM)193.8×—
Price / sales5.9×8.9×
Net cash-$94.1M$311.7M
Dividend yield——
Volatility (60d)58.3%104.0%
Short % of float8.3%20.0%
Next earnings——

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