Both in Semiconductor Manufacturing Equipment

Lam Research vs Amtech Systems

Over the past year LRCX returned +51.9% and ASYS returned +60.8%; their daily moves had a correlation of 0.52.

LRCX +51.9% ASYS +60.8%Growth of $1, one year, split-adjusted
MetricLRCXASYS
Price$239.11$12.75
Market cap$299.23B$223.2M
Today−6.01%−6.80%
1 month−29.7%−26.1%
6 months−6.9%−25.6%
Year to date+39.7%+1.6%
1 year+48.8%+57.4%
Revenue growth (YoY)+54.4%+14.5%
Gross margin52.3%50.0%
Net margin33.5%7.4%
P/E (TTM)35.4×55.8×
Price / sales11.5×2.7×
Net cash$3.70B$82.9M
Dividend yield0.55%—
Volatility (60d)57.4%66.3%
Short % of float2.3%11.8%
Next earnings——

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