Both in Semiconductors
Broadcom vs Applied Materials
Over the past year AVGO returned −3.3% and AMAT returned +104.1%; their daily moves had a correlation of 0.53.
AVGO −3.3% AMAT +104.1%Growth of $1, one year, split-adjusted
| Metric | AVGO | AMAT |
|---|---|---|
| Price | $345.08 | $447.88 |
| Market cap | $1.65T | $355.44B |
| Today | −3.42% | −3.52% |
| 1 month | +1.7% | +6.3% |
| 6 months | −13.0% | +13.6% |
| Year to date | −0.3% | +74.3% |
| 1 year | −3.3% | +104.1% |
| Revenue growth (YoY) | +85.5% | +24.8% |
| Gross margin | 69.1% | 50.3% |
| Net margin | 44.2% | 27.8% |
| P/E (TTM) | 43.0× | 38.4× |
| Price / sales | 18.5× | 11.5× |
| Net cash | -$35.44B | $2.69B |
| Dividend yield | 0.75% | 0.47% |
| Volatility (60d) | 37.6% | 60.2% |
| Short % of float | 1.2% | 1.7% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).