Both in Semiconductors
Applied Materials vs Monolithic Power Systems
Over the past year AMAT returned +60.5% and MPWR returned +31.7%; their daily moves had a correlation of 0.68.
AMAT +60.5% MPWR +31.7%Growth of $1, one year, split-adjusted
| Metric | AMAT | MPWR |
|---|---|---|
| Price | $369.40 | $1,261.08 |
| Market cap | $293.15B | $61.53B |
| Today | −3.28% | −5.06% |
| 1 month | −30.3% | −14.4% |
| 6 months | −13.8% | −23.7% |
| Year to date | +43.7% | +39.1% |
| 1 year | +55.4% | +25.6% |
| Revenue growth (YoY) | +24.8% | +63.1% |
| Gross margin | 50.3% | 55.4% |
| Net margin | 27.8% | 22.5% |
| P/E (TTM) | 31.6× | 68.6× |
| Price / sales | 9.5× | 16.5× |
| Net cash | $2.69B | $1.09B |
| Dividend yield | 0.57% | 0.63% |
| Volatility (60d) | 52.8% | 52.7% |
| Short % of float | 1.8% | 3.4% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).