Both in Semiconductors

MACOM Technology Solutions Holdings vs Skyworks Solutions

Over the past year MTSI returned +58.2% and SWKS returned +12.7%; their daily moves had a correlation of 0.28.

MTSI +58.2% SWKS +12.7%Growth of $1, one year, split-adjusted
MetricMTSISWKS
Price$234.39$87.58
Market cap$17.90B$20.60B
Today−7.14%−2.07%
1 month−22.3%+5.3%
6 months−17.5%+26.2%
Year to date+36.8%+38.1%
1 year+53.5%+11.2%
Revenue growth (YoY)+35.8%−3.1%
Gross margin58.3%40.1%
Net margin29.4%3.6%
P/E (TTM)74.3×71.0×
Price / sales15.4×5.1×
Net cash$255.3M$302.3M
Dividend yield—3.24%
Volatility (60d)76.1%55.0%
Short % of float3.9%14.9%
Next earnings——

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