Both in Semiconductors

Power Integrations vs Ultra Clean Holdings

Over the past year POWI returned +10.0% and UCTT returned +54.8%; their daily moves had a correlation of 0.59.

POWI +10.0% UCTT +54.8%Growth of $1, one year, split-adjusted
MetricPOWIUCTT
Price$45.79$44.17
Market cap$2.56B$2.12B
Today−2.55%−8.02%
1 month−14.3%−39.7%
6 months−41.5%−47.1%
Year to date+28.8%+74.4%
1 year+10.0%+54.8%
Revenue growth (YoY)+2.7%+48.8%
Gross margin54.3%16.9%
Net margin8.3%5.2%
P/E (TTM)102.1×79.6×
Price / sales5.7×0.9×
Net cash$262.6M-$364.2M
Dividend yield1.88%—
Volatility (60d)48.9%82.7%
Short % of float9.4%7.4%
Next earnings——

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