Both in Semiconductors
Enphase Energy vs Kulicke & Soffa Industries
Over the past year ENPH returned +8.8% and KLIC returned +78.3%; their daily moves had a correlation of 0.26.
ENPH +8.8% KLIC +78.3%Growth of $1, one year, split-adjusted
| Metric | ENPH | KLIC |
|---|---|---|
| Price | $32.33 | $68.24 |
| Market cap | $4.28B | $3.57B |
| Today | +6.26% | −5.80% |
| 1 month | −4.7% | −30.3% |
| 6 months | −9.7% | −27.2% |
| Year to date | +0.9% | +49.8% |
| 1 year | +9.5% | +69.7% |
| Revenue growth (YoY) | −28.5% | +122.6% |
| Gross margin | 43.3% | 47.8% |
| Net margin | 8.0% | 17.4% |
| P/E (TTM) | 47.1× | 30.9× |
| Price / sales | 3.5× | 3.8× |
| Net cash | $358.7M | $516.6M |
| Dividend yield | — | 1.20% |
| Volatility (60d) | 64.1% | 56.6% |
| Short % of float | 22.9% | 4.6% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).