Both in Semiconductors

Qorvo vs Skyworks Solutions

Over the past year QRVO returned +23.5% and SWKS returned +10.6%; their daily moves had a correlation of 0.98.

QRVO +23.5% SWKS +10.6%Growth of $1, one year, split-adjusted
MetricQRVOSWKS
Price$114.17$82.79
Market cap$10.07B$12.46B
Today+1.75%−1.33%
1 month+11.0%+11.8%
6 months+46.8%+50.4%
Year to date+35.1%+30.6%
1 year—+7.4%
Revenue growth (YoY)−4.2%−3.1%
Gross margin51.1%40.1%
Net margin10.9%3.6%
P/E (TTM)25.2×42.9×
Price / sales2.8×3.1×
Net cash-$220.2M$302.3M
Dividend yield—3.43%
Volatility (60d)41.6%59.1%
Short % of float6.2%21.8%
Next earnings——

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