Both in Semiconductors

Mercury Systems vs Applied Optoelectronics

Over the past year MRCY returned +1.0% and AAOI returned +96.9%; their daily moves had a correlation of 0.30.

MRCY +1.0% AAOI +96.9%Growth of $1, one year, split-adjusted
MetricMRCYAAOI
Price$77.54$69.05
Market cap$4.72B$5.86B
Today−5.21%−12.80%
1 month−7.8%−35.7%
6 months−1.3%−62.4%
Year to date+6.2%+98.1%
1 year+0.1%+94.6%
Revenue growth (YoY)+6.1%+86.4%
Gross margin30.6%27.7%
Net margin0.3%−11.9%
P/E (TTM)——
Price / sales4.8×9.8×
Net cash-$227.2M$311.7M
Dividend yield——
Volatility (60d)42.1%104.4%
Short % of float9.9%20.0%
Next earnings——

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