Both in Semiconductors

SolarEdge Technologies vs Ultra Clean Holdings

Over the past year SEDG returned −2.7% and UCTT returned +69.2%; their daily moves had a correlation of 0.34.

SEDG −2.7% UCTT +69.2%Growth of $1, one year, split-adjusted
MetricSEDGUCTT
Price$30.95$44.17
Market cap$1.90B$2.12B
Today−5.88%−8.02%
1 month−9.1%−39.7%
6 months−23.8%−47.1%
Year to date+7.3%+74.4%
1 year−5.9%+54.8%
Revenue growth (YoY)+19.6%+48.8%
Gross margin27.5%16.9%
Net margin−8.9%5.2%
P/E (TTM)—79.6×
Price / sales1.4×0.9×
Net cash$195.4M-$364.2M
Dividend yield——
Volatility (60d)64.7%82.7%
Short % of float18.4%7.4%
Next earnings——

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