Both in Semiconductors

Microchip Technology vs ON Semiconductor

Over the past year MCHP returned +10.1% and ON returned +31.2%; their daily moves had a correlation of 0.76.

MCHP +10.1% ON +31.2%Growth of $1, one year, split-adjusted
MetricMCHPON
Price$73.85$72.02
Market cap$40.10B$28.04B
Today−0.55%−2.28%
1 month+4.3%+5.4%
6 months−6.2%−13.2%
Year to date+15.9%+33.0%
1 year+13.2%+43.0%
Revenue growth (YoY)+38.0%+9.2%
Gross margin63.2%38.4%
Net margin13.6%14.1%
P/E (TTM)109.2×44.5×
Price / sales7.8×4.5×
Net cash-$5.09B-$618.2M
Dividend yield2.46%—
Volatility (60d)49.5%53.3%
Short % of float6.2%7.7%
Next earnings——

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