Both in Surgical Instruments

ICU Medical vs iRhythm Holdings

Over the past year ICUI returned +42.0% and IRTC returned −26.2%; their daily moves had a correlation of 0.38.

ICUI +42.0% IRTC −26.2%Growth of $1, one year, split-adjusted
MetricICUIIRTC
Price$174.50$136.47
Market cap$4.36B$4.50B
Today+7.83%+7.99%
1 month+9.2%+27.3%
6 months+45.9%+15.9%
Year to date+22.3%−23.1%
1 year+42.0%−26.2%
Revenue growth (YoY)+0.5%+20.1%
Gross margin42.6%72.8%
Net margin3.5%−0.2%
P/E (TTM)145.0×—
Price / sales2.0×5.5×
Net cash-$932.9M-$59.8M
Dividend yield——
Volatility (60d)30.6%43.3%
Short % of float7.0%9.5%
Next earnings——

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