Both in Semiconductors

Ichor vs SolarEdge Technologies

Over the past year ICHR returned +69.7% and SEDG returned −8.6%; their daily moves had a correlation of 0.31.

ICHR +69.7% SEDG −8.6%Growth of $1, one year, split-adjusted
MetricICHRSEDG
Price$38.90$30.05
Market cap$1.46B$1.85B
Today−8.32%−1.59%
1 month−37.7%−2.7%
6 months−39.6%−30.0%
Year to date+111.1%+4.2%
1 year+65.0%−17.2%
Revenue growth (YoY)+22.7%+19.6%
Gross margin13.9%27.5%
Net margin0.3%−8.9%
P/E (TTM)——
Price / sales1.4×1.4×
Net cash$135.9M$195.4M
Dividend yield——
Volatility (60d)72.5%61.7%
Short % of float7.2%18.4%
Next earnings——

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