Both in Semiconductors

Applied Materials vs Texas Instruments Incorporated

Over the past year AMAT returned +64.1% and TXN returned +86.3%; their daily moves had a correlation of 0.52.

AMAT +64.1% TXN +86.3%Growth of $1, one year, split-adjusted
MetricAMATTXN
Price$390.09$300.84
Market cap$309.57B$275.04B
Today−7.49%−3.87%
1 month−26.3%+6.9%
6 months+0.3%+7.1%
Year to date+51.8%+73.4%
1 year+65.5%+87.7%
Revenue growth (YoY)+24.8%+27.7%
Gross margin50.3%64.2%
Net margin27.8%40.0%
P/E (TTM)33.4×38.8×
Price / sales10.0×13.2×
Net cash$2.69B-$5.41B
Dividend yield0.54%2.02%
Volatility (60d)52.4%30.5%
Short % of float1.8%2.2%
Next earnings——

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