Both in Semiconductors

Allegro MicroSystems vs Viavi Solutions

Over the past year ALGM returned +13.9% and VIAV returned +75.3%; their daily moves had a correlation of 0.59.

ALGM +13.9% VIAV +75.3%Growth of $1, one year, split-adjusted
MetricALGMVIAV
Price$31.25$29.38
Market cap$5.83B$7.23B
Today−7.16%−2.23%
1 month−19.4%−39.0%
6 months−39.2%−44.6%
Year to date+18.5%+64.9%
1 year+8.0%+67.5%
Revenue growth (YoY)+29.2%+52.5%
Gross margin49.2%59.1%
Net margin8.4%7.4%
P/E (TTM)188.4×—
Price / sales5.8×4.8×
Net cash-$94.1M$7.9M
Dividend yield——
Volatility (60d)60.6%86.8%
Short % of float8.3%4.9%
Next earnings——

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