Both in Semiconductors

SolarEdge Technologies vs Shoals Technologies Group

Over the past year SEDG returned −27.1% and SHLS returned −28.5%; their daily moves had a correlation of 0.45.

SEDG −27.1% SHLS −28.5%Growth of $1, one year, split-adjusted
MetricSEDGSHLS
Price$28.98$7.54
Market cap$1.78B$1.27B
Today−9.89%+0.87%
1 month−8.1%−3.0%
6 months−30.3%+2.7%
Year to date+0.5%−11.3%
1 year−27.1%−28.5%
Revenue growth (YoY)+19.6%+47.4%
Gross margin27.5%30.3%
Net margin−8.9%7.4%
P/E (TTM)—39.9×
Price / sales1.3×2.2×
Net cash$195.4M-$181.0M
Dividend yield——
Volatility (60d)96.5%63.1%
Short % of float18.4%10.1%
Next earnings——

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