Both in Semiconductors

nLIGHT vs Shoals Technologies Group

Over the past year LASR returned +7.9% and SHLS returned −0.9%; their daily moves had a correlation of 0.33.

LASR +7.9% SHLS −0.9%Growth of $1, one year, split-adjusted
MetricLASRSHLS
Price$32.99$9.16
Market cap$1.90B$1.54B
Today−9.64%+8.15%
1 month−17.6%+7.9%
6 months−53.7%+10.0%
Year to date−12.1%+7.8%
1 year+1.9%−11.4%
Revenue growth (YoY)+33.8%+47.4%
Gross margin31.1%30.3%
Net margin−1.6%7.4%
P/E (TTM)—48.4×
Price / sales6.1×2.6×
Net cash$330.4M-$181.0M
Dividend yield——
Volatility (60d)55.5%68.3%
Short % of float5.3%10.1%
Next earnings——

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