Both in Semiconductors

Universal Display vs Diodes

Over the past year OLED returned −37.0% and DIOD returned +56.2%; their daily moves had a correlation of 0.42.

OLED −37.0% DIOD +56.2%Growth of $1, one year, split-adjusted
MetricOLEDDIOD
Price$89.57$79.46
Market cap$4.03B$3.66B
Today+0.19%−5.67%
1 month+12.4%−26.2%
6 months−4.7%−31.5%
Year to date−23.3%+61.0%
1 year−38.6%+49.2%
Revenue growth (YoY)+14.9%+21.7%
Gross margin73.1%33.1%
Net margin49.2%10.5%
P/E (TTM)17.5×42.5×
Price / sales6.4×2.2×
Net cash$433.5M$399.5M
Dividend yield2.23%—
Volatility (60d)44.3%62.2%
Short % of float10.5%5.7%
Next earnings——

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