Both in Semiconductors

Qnity Electronics vs MACOM Technology Solutions Holdings

Over the past year Q returned +17.7% and MTSI returned +61.7%; their daily moves had a correlation of 0.59.

Q +17.7% MTSI +61.7%Growth of $1, one year, split-adjusted
MetricQMTSI
Price$118.78$233.13
Market cap$24.85B$17.80B
Today−0.09%−1.00%
1 month−11.1%−33.5%
6 months−20.5%−24.8%
Year to date+45.5%+36.1%
1 year+22.5%+55.2%
Revenue growth (YoY)—+35.8%
Gross margin46.6%58.3%
Net margin8.7%29.4%
P/E (TTM)—73.9×
Price / sales—15.3×
Net cash-$3.06B$255.3M
Dividend yield0.27%—
Volatility (60d)46.1%77.0%
Short % of float2.0%3.9%
Next earnings——

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