Both in Semiconductors

Nextpower vs Semtech

Over the past year NXT returned −10.2% and SMTC returned +82.0%; their daily moves had a correlation of 0.39.

NXT −10.2% SMTC +82.0%Growth of $1, one year, split-adjusted
MetricNXTSMTC
Price$91.13$122.38
Market cap$13.83B$11.42B
Today+14.87%−3.93%
1 month+8.1%−37.2%
6 months−22.1%+14.3%
Year to date+4.6%+66.1%
1 year−8.1%+80.5%
Revenue growth (YoY)+8.2%+32.7%
Gross margin35.9%53.8%
Net margin17.7%46.8%
P/E (TTM)23.3×74.2×
Price / sales3.8×9.7×
Net cash$1.21B-$288.7M
Dividend yield——
Volatility (60d)56.2%93.0%
Short % of float6.8%6.5%
Next earnings——

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