Both in Semiconductors

ON Semiconductor vs MACOM Technology Solutions Holdings

Over the past year ON returned +31.2% and MTSI returned +86.9%; their daily moves had a correlation of 0.53.

ON +31.2% MTSI +86.9%Growth of $1, one year, split-adjusted
MetricONMTSI
Price$72.02$262.24
Market cap$28.04B$20.03B
Today−2.28%−3.37%
1 month+5.4%−0.3%
6 months−13.2%−5.3%
Year to date+33.0%+53.1%
1 year+43.0%+91.7%
Revenue growth (YoY)+9.2%+35.8%
Gross margin38.4%58.3%
Net margin14.1%29.4%
P/E (TTM)44.5×83.1×
Price / sales4.5×17.2×
Net cash-$618.2M$255.3M
Dividend yield——
Volatility (60d)53.3%77.1%
Short % of float7.7%4.9%
Next earnings——

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