Both in Semiconductors

Applied Materials vs Intel

Over the past year AMAT returned +149.8% and INTC returned +236.2%; their daily moves had a correlation of 0.59.

AMAT +149.8% INTC +236.2%Growth of $1, one year, split-adjusted
MetricAMATINTC
Price$512.01$115.93
Market cap$406.33B$612.82B
Today+5.19%−0.09%
1 month+10.9%+29.6%
6 months+58.5%+181.5%
Year to date+99.2%+214.2%
1 year+151.1%+226.6%
Revenue growth (YoY)+24.8%+25.4%
Gross margin50.3%40.4%
Net margin27.8%−68.4%
P/E (TTM)43.8×—
Price / sales13.2×10.7×
Net cash$2.69B-$20.81B
Dividend yield0.41%—
Volatility (60d)64.1%73.1%
Short % of float1.8%4.1%
Next earnings——

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