Both in Semiconductors

Rambus vs Allegro MicroSystems

Over the past year RMBS returned −20.6% and ALGM returned +11.1%; their daily moves had a correlation of 0.61.

RMBS −20.6% ALGM +11.1%Growth of $1, one year, split-adjusted
MetricRMBSALGM
Price$84.01$32.15
Market cap$9.00B$6.00B
Today−0.76%+5.31%
1 month−25.0%−18.7%
6 months−24.7%−35.0%
Year to date−8.6%+21.9%
1 year−22.0%+6.2%
Revenue growth (YoY)+22.3%+29.2%
Gross margin78.3%49.2%
Net margin34.2%8.4%
P/E (TTM)33.8×193.8×
Price / sales11.3×5.9×
Net cash$776.9M-$94.1M
Dividend yield——
Volatility (60d)60.7%58.3%
Short % of float4.0%8.3%
Next earnings——

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