Both in Semiconductors

Cerebras Systems vs Skyworks Solutions

Over the past year CBRS returned −43.1% and SWKS returned −0.9%; their daily moves had a correlation of 0.27.

CBRS −43.1% SWKS −0.9%Growth of $1, one year, split-adjusted
MetricCBRSSWKS
Price$109.18$87.58
Market cap$25.94B$20.60B
Today−5.19%−2.07%
1 month−35.6%+5.3%
6 months—+26.2%
Year to date—+38.1%
1 year—+11.2%
Revenue growth (YoY)—−3.1%
Gross margin14.2%40.1%
Net margin−250.1%3.6%
P/E (TTM)—71.0×
Price / sales—5.1×
Net cash$7.00B$302.3M
Dividend yield—3.24%
Volatility (60d)—55.0%
Short % of float25.2%14.9%
Next earnings——

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