Both in Semiconductors
Micron Technology vs Applied Materials
Over the past year MU returned +277.0% and AMAT returned +64.1%; their daily moves had a correlation of 0.73.
MU +277.0% AMAT +64.1%Growth of $1, one year, split-adjusted
| Metric | MU | AMAT |
|---|---|---|
| Price | $884.74 | $390.09 |
| Market cap | $1.00T | $309.57B |
| Today | −5.30% | −7.49% |
| 1 month | −19.4% | −26.3% |
| 6 months | +63.2% | +0.3% |
| Year to date | +210.0% | +51.8% |
| 1 year | +290.4% | +65.5% |
| Revenue growth (YoY) | +379.3% | +24.8% |
| Gross margin | 86.8% | 50.3% |
| Net margin | 69.5% | 27.8% |
| P/E (TTM) | 11.8× | 33.4× |
| Price / sales | 7.5× | 10.0× |
| Net cash | $38.26B | $2.69B |
| Dividend yield | 0.07% | 0.54% |
| Volatility (60d) | 54.0% | 52.4% |
| Short % of float | 2.0% | 1.8% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).