Both in Semiconductors

nLIGHT vs Ultra Clean Holdings

Over the past year LASR returned +7.9% and UCTT returned +68.7%; their daily moves had a correlation of 0.48.

LASR +7.9% UCTT +68.7%Growth of $1, one year, split-adjusted
MetricLASRUCTT
Price$32.99$44.04
Market cap$1.90B$2.11B
Today−9.64%−8.29%
1 month−17.6%−39.9%
6 months−53.7%−47.2%
Year to date−12.1%+73.9%
1 year+1.9%+54.4%
Revenue growth (YoY)+33.8%+48.8%
Gross margin31.1%16.9%
Net margin−1.6%5.2%
P/E (TTM)—79.4×
Price / sales6.1×0.9×
Net cash$330.4M-$364.2M
Dividend yield——
Volatility (60d)55.5%82.8%
Short % of float5.3%7.4%
Next earnings——

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