Both in Semiconductors
Applied Materials vs Analog Devices
Over the past year AMAT returned +64.1% and ADI returned +78.5%; their daily moves had a correlation of 0.65.
AMAT +64.1% ADI +78.5%Growth of $1, one year, split-adjusted
| Metric | AMAT | ADI |
|---|---|---|
| Price | $390.09 | $417.11 |
| Market cap | $309.57B | $202.12B |
| Today | −7.49% | −3.73% |
| 1 month | −26.3% | +3.1% |
| 6 months | +0.3% | +4.9% |
| Year to date | +51.8% | +53.8% |
| 1 year | +65.5% | +77.5% |
| Revenue growth (YoY) | +24.8% | +39.6% |
| Gross margin | 50.3% | 67.3% |
| Net margin | 27.8% | 33.3% |
| P/E (TTM) | 33.4× | 48.9× |
| Price / sales | 10.0× | 14.6× |
| Net cash | $2.69B | -$6.80B |
| Dividend yield | 0.54% | 1.05% |
| Volatility (60d) | 52.4% | 32.6% |
| Short % of float | 1.8% | 2.1% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).