Both in Semiconductors

MACOM Technology Solutions Holdings vs Cerebras Systems

Over the past year MTSI returned −19.2% and CBRS returned −49.8%; their daily moves had a correlation of 0.50.

MTSI −19.2% CBRS −49.8%Growth of $1, one year, split-adjusted
MetricMTSICBRS
Price$222.18$96.36
Market cap$16.97B$22.89B
Today−5.21%−11.74%
1 month−30.9%−42.1%
6 months−23.8%—
Year to date+29.7%—
1 year+47.5%—
Revenue growth (YoY)+35.8%—
Gross margin58.3%14.2%
Net margin29.4%−250.1%
P/E (TTM)70.4×—
Price / sales14.6×—
Net cash$255.3M$7.00B
Dividend yield——
Volatility (60d)76.5%—
Short % of float3.9%25.2%
Next earnings——

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