Both in Semiconductors

Mercury Systems vs Universal Display

Over the past year MRCY returned +1.0% and OLED returned −42.9%; their daily moves had a correlation of 0.18.

MRCY +1.0% OLED −42.9%Growth of $1, one year, split-adjusted
MetricMRCYOLED
Price$77.54$83.92
Market cap$4.72B$3.78B
Today−5.21%−1.15%
1 month−7.8%+8.4%
6 months−1.3%−12.9%
Year to date+6.2%−28.1%
1 year+0.1%−43.7%
Revenue growth (YoY)+6.1%+14.9%
Gross margin30.6%73.1%
Net margin0.3%49.2%
P/E (TTM)—16.4×
Price / sales4.8×6.0×
Net cash-$227.2M$433.5M
Dividend yield—2.38%
Volatility (60d)42.1%43.7%
Short % of float9.9%10.5%
Next earnings——

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