Both in Semiconductors

Qorvo vs Applied Optoelectronics

Over the past year QRVO returned +23.5% and AAOI returned +242.1%; their daily moves had a correlation of 0.23.

QRVO +23.5% AAOI +242.1%Growth of $1, one year, split-adjusted
MetricQRVOAAOI
Price$114.17$130.16
Market cap$10.07B$11.05B
Today+1.75%+7.07%
1 month+11.0%+23.3%
6 months+46.8%+10.6%
Year to date+35.1%+273.4%
1 year—+366.0%
Revenue growth (YoY)−4.2%+86.4%
Gross margin51.1%27.7%
Net margin10.9%−11.9%
P/E (TTM)25.2×—
Price / sales2.8×18.5×
Net cash-$220.2M$311.7M
Dividend yield——
Volatility (60d)41.6%121.3%
Short % of float6.2%15.1%
Next earnings——

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