Both in Semiconductors

MACOM Technology Solutions Holdings vs Qnity Electronics

Over the past year MTSI returned +51.0% and Q returned +20.5%; their daily moves had a correlation of 0.58.

MTSI +51.0% Q +20.5%Growth of $1, one year, split-adjusted
MetricMTSIQ
Price$226.73$116.90
Market cap$17.32B$24.46B
Today−3.27%+0.20%
1 month−29.5%−11.1%
6 months−22.3%−17.1%
Year to date+32.4%+43.2%
1 year+50.5%—
Revenue growth (YoY)+35.8%—
Gross margin58.3%46.6%
Net margin29.4%8.7%
P/E (TTM)71.9×—
Price / sales14.9×—
Net cash$255.3M-$3.06B
Dividend yield—0.27%
Volatility (60d)76.0%46.3%
Short % of float3.9%2.0%
Next earnings——

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