Both in Semiconductors
Applied Materials vs Micron Technology
Over the past year AMAT returned +64.1% and MU returned +277.0%; their daily moves had a correlation of 0.73.
AMAT +64.1% MU +277.0%Growth of $1, one year, split-adjusted
| Metric | AMAT | MU |
|---|---|---|
| Price | $390.09 | $884.74 |
| Market cap | $309.57B | $1.00T |
| Today | −7.49% | −5.30% |
| 1 month | −26.3% | −19.4% |
| 6 months | +0.3% | +63.2% |
| Year to date | +51.8% | +210.0% |
| 1 year | +65.5% | +290.4% |
| Revenue growth (YoY) | +24.8% | +379.3% |
| Gross margin | 50.3% | 86.8% |
| Net margin | 27.8% | 69.5% |
| P/E (TTM) | 33.4× | 11.8× |
| Price / sales | 10.0× | 7.5× |
| Net cash | $2.69B | $38.26B |
| Dividend yield | 0.54% | 0.07% |
| Volatility (60d) | 52.4% | 54.0% |
| Short % of float | 1.8% | 2.0% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).