Both in Semiconductors

Enphase Energy vs Universal Display

Over the past year ENPH returned +3.1% and OLED returned −38.7%; their daily moves had a correlation of 0.32.

ENPH +3.1% OLED −38.7%Growth of $1, one year, split-adjusted
MetricENPHOLED
Price$30.42$89.40
Market cap$4.03B$4.03B
Today+8.92%−0.49%
1 month−9.1%+12.0%
6 months−15.5%−9.2%
Year to date−5.1%−23.4%
1 year−0.3%−39.3%
Revenue growth (YoY)−28.5%+14.9%
Gross margin43.3%73.1%
Net margin8.0%49.2%
P/E (TTM)44.3×17.5×
Price / sales3.3×6.4×
Net cash$358.7M$433.5M
Dividend yield—2.24%
Volatility (60d)63.2%44.9%
Short % of float22.9%10.5%
Next earnings——

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