Both in Semiconductors

Applied Materials vs Advanced Micro Devices

Over the past year AMAT returned +60.7% and AMD returned +86.4%; their daily moves had a correlation of 0.65.

AMAT +60.7% AMD +86.4%Growth of $1, one year, split-adjusted
MetricAMATAMD
Price$381.92$483.90
Market cap$303.09B$789.95B
Today+1.97%+3.65%
1 month−29.6%−23.4%
6 months−7.0%+36.2%
Year to date+48.6%+126.0%
1 year+63.8%+88.9%
Revenue growth (YoY)+24.8%+50.1%
Gross margin50.3%53.8%
Net margin27.8%19.9%
P/E (TTM)32.7×122.8×
Price / sales9.8×19.1×
Net cash$2.69B$9.88B
Dividend yield0.56%—
Volatility (60d)52.6%60.2%
Short % of float1.8%2.3%
Next earnings——

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