Both in Semiconductors

Cerebras Systems vs MACOM Technology Solutions Holdings

Over the past year CBRS returned −43.1% and MTSI returned −14.7%; their daily moves had a correlation of 0.49.

CBRS −43.1% MTSI −14.7%Growth of $1, one year, split-adjusted
MetricCBRSMTSI
Price$109.18$234.39
Market cap$25.94B$17.90B
Today−5.19%−7.14%
1 month−35.6%−22.3%
6 months—−17.5%
Year to date—+36.8%
1 year—+53.5%
Revenue growth (YoY)—+35.8%
Gross margin14.2%58.3%
Net margin−250.1%29.4%
P/E (TTM)—74.3×
Price / sales—15.4×
Net cash$7.00B$255.3M
Dividend yield——
Volatility (60d)—76.1%
Short % of float25.2%3.9%
Next earnings——

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