Both in Semiconductors

Universal Display vs Mercury Systems

Over the past year OLED returned −37.0% and MRCY returned −5.2%; their daily moves had a correlation of 0.17.

OLED −37.0% MRCY −5.2%Growth of $1, one year, split-adjusted
MetricOLEDMRCY
Price$89.57$71.76
Market cap$4.03B$4.37B
Today+0.19%−10.66%
1 month+12.4%−13.3%
6 months−4.7%−21.7%
Year to date−23.3%−1.7%
1 year−38.6%−7.7%
Revenue growth (YoY)+14.9%+6.1%
Gross margin73.1%30.6%
Net margin49.2%0.3%
P/E (TTM)17.5×—
Price / sales6.4×4.4×
Net cash$433.5M-$227.2M
Dividend yield2.23%—
Volatility (60d)44.3%48.2%
Short % of float10.5%9.9%
Next earnings——

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