Both in Semiconductors

Monolithic Power Systems vs ON Semiconductor

Over the past year MPWR returned +32.3% and ON returned +43.9%; their daily moves had a correlation of 0.72.

MPWR +32.3% ON +43.9%Growth of $1, one year, split-adjusted
MetricMPWRON
Price$1,328.30$72.60
Market cap$64.81B$28.26B
Today+6.78%+3.55%
1 month−10.2%−15.5%
6 months−16.4%−29.3%
Year to date+46.6%+34.1%
1 year+32.2%+45.0%
Revenue growth (YoY)+47.6%+11.1%
Gross margin55.2%41.4%
Net margin26.2%18.2%
P/E (TTM)80.6×41.0×
Price / sales19.8×4.4×
Net cash$1.41B-$118.2M
Dividend yield0.60%—
Volatility (60d)51.7%51.9%
Short % of float3.4%7.8%
Next earnings——

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