Both in Semiconductors

Ambarella vs Ultra Clean Holdings

Over the past year AMBA returned −27.7% and UCTT returned +64.1%; their daily moves had a correlation of 0.45.

AMBA −27.7% UCTT +64.1%Growth of $1, one year, split-adjusted
MetricAMBAUCTT
Price$61.67$46.83
Market cap$2.72B$2.25B
Today−2.30%−5.79%
1 month−10.2%−35.6%
6 months−12.8%−35.9%
Year to date−12.9%+84.9%
1 year−27.2%+73.9%
Revenue growth (YoY)+13.2%+48.8%
Gross margin57.7%16.9%
Net margin−6.2%5.2%
P/E (TTM)—84.4×
Price / sales6.5×0.9×
Net cash$272.3M-$364.2M
Dividend yield——
Volatility (60d)50.7%82.4%
Short % of float11.2%7.4%
Next earnings——

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