Both in Semiconductors

SolarEdge Technologies vs Ambarella

Over the past year SEDG returned −16.1% and AMBA returned −22.3%; their daily moves had a correlation of 0.30.

SEDG −16.1% AMBA −22.3%Growth of $1, one year, split-adjusted
MetricSEDGAMBA
Price$33.32$66.50
Market cap$2.05B$2.94B
Today+1.15%+5.35%
1 month+4.4%−4.8%
6 months−27.3%−0.6%
Year to date+15.5%−6.1%
1 year−11.1%−16.7%
Revenue growth (YoY)+19.6%+13.2%
Gross margin27.5%57.7%
Net margin−8.9%−6.2%
P/E (TTM)——
Price / sales1.5×7.0×
Net cash$195.4M$272.3M
Dividend yield——
Volatility (60d)97.4%60.3%
Short % of float18.7%12.3%
Next earnings——

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