Both in Semiconductors

MACOM Technology Solutions Holdings vs Lattice Semiconductor

Over the past year MTSI returned +58.2% and LSCC returned +27.4%; their daily moves had a correlation of 0.68.

MTSI +58.2% LSCC +27.4%Growth of $1, one year, split-adjusted
MetricMTSILSCC
Price$234.39$92.97
Market cap$17.90B$13.20B
Today−7.14%−9.74%
1 month−22.3%−27.9%
6 months−17.5%−23.1%
Year to date+36.8%+26.4%
1 year+53.5%+25.8%
Revenue growth (YoY)+35.8%+62.2%
Gross margin58.3%70.3%
Net margin29.4%9.6%
P/E (TTM)74.3×363.5×
Price / sales15.4×20.3×
Net cash$255.3M$173.3M
Dividend yield——
Volatility (60d)76.1%59.3%
Short % of float3.9%5.2%
Next earnings——

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