Both in Communications Equipment

ESCO Technologies vs Lumentum Holdings

Over the past year ESE returned +8.3% and LITE returned +317.1%; their daily moves had a correlation of 0.39.

ESE +8.3% LITE +317.1%Growth of $1, one year, split-adjusted
MetricESELITE
Price$237.70$840.70
Market cap$6.16B$76.15B
Today−2.94%−8.57%
1 month−11.9%−19.6%
6 months−27.3%−11.5%
Year to date+21.7%+128.1%
1 year+7.4%+292.3%
Revenue growth (YoY)+14.4%+109.3%
Gross margin41.7%47.4%
Net margin9.7%−711.6%
P/E (TTM)19.6×—
Price / sales4.8×25.3×
Net cash-$11.8M$1.10B
Dividend yield0.13%—
Volatility (60d)31.5%89.2%
Short % of float2.5%8.6%
Next earnings——

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