Both in Semiconductors
Universal Display vs Ultra Clean Holdings
Over the past year OLED returned −47.4% and UCTT returned +200.0%; their daily moves had a correlation of 0.35.
OLED −47.4% UCTT +200.0%Growth of $1, one year, split-adjusted
| Metric | OLED | UCTT |
|---|---|---|
| Price | $76.16 | $80.46 |
| Market cap | $3.50B | $3.64B |
| Today | +0.91% | +3.06% |
| 1 month | −8.2% | +15.8% |
| 6 months | −14.6% | +44.0% |
| Year to date | −34.8% | +217.6% |
| 1 year | −49.1% | +201.6% |
| Revenue growth (YoY) | −11.4% | +24.3% |
| Gross margin | 75.8% | 16.1% |
| Net margin | 32.5% | 1.3% |
| P/E (TTM) | 17.9× | — |
| Price / sales | 5.8× | 1.7× |
| Net cash | $471.3M | -$343.5M |
| Dividend yield | 2.63% | — |
| Volatility (60d) | 40.5% | 98.8% |
| Short % of float | 10.8% | 8.2% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).