Both in Semiconductors

AXT vs Diodes

Over the past year AXTI returned +515.7% and DIOD returned +58.1%; their daily moves had a correlation of 0.41.

AXTI +515.7% DIOD +58.1%Growth of $1, one year, split-adjusted
MetricAXTIDIOD
Price$52.09$84.23
Market cap$3.42B$3.88B
Today+8.06%+5.66%
1 month−39.9%−18.6%
6 months−51.6%−25.1%
Year to date+218.6%+70.7%
1 year+555.2%+57.9%
Revenue growth (YoY)+164.8%+21.7%
Gross margin44.9%33.1%
Net margin23.4%10.5%
P/E (TTM)842.5×45.1×
Price / sales27.2×2.4×
Net cash$333.0M$399.5M
Dividend yield——
Volatility (60d)118.5%61.4%
Short % of float19.5%5.7%
Next earnings——

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