Both in Semiconductors

SolarEdge Technologies vs Penguin Solutions

Over the past year SEDG returned −16.1% and PENG returned +138.4%; their daily moves had a correlation of 0.31.

SEDG −16.1% PENG +138.4%Growth of $1, one year, split-adjusted
MetricSEDGPENG
Price$33.32$53.41
Market cap$2.05B$2.74B
Today+1.15%+2.89%
1 month+4.4%+0.6%
6 months−27.3%+74.0%
Year to date+15.5%+173.1%
1 year−11.1%+148.1%
Revenue growth (YoY)+19.6%+67.7%
Gross margin27.5%27.5%
Net margin−8.9%14.3%
P/E (TTM)—18.1×
Price / sales1.5×1.6×
Net cash$195.4M-$141.7M
Dividend yield——
Volatility (60d)97.4%84.1%
Short % of float18.7%13.5%
Next earnings——

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