Both in Semiconductors

SiTime vs Semtech

Over the past year SITM returned +55.1% and SMTC returned +89.4%; their daily moves had a correlation of 0.68.

SITM +55.1% SMTC +89.4%Growth of $1, one year, split-adjusted
MetricSITMSMTC
Price$447.06$127.38
Market cap$13.44B$11.89B
Today−8.40%−9.56%
1 month−34.1%−31.7%
6 months−20.0%+18.2%
Year to date+26.6%+72.9%
1 year+61.0%+83.1%
Revenue growth (YoY)+126.5%+32.7%
Gross margin63.0%53.8%
Net margin11.5%46.8%
P/E (TTM)954.0×77.2×
Price / sales28.7×10.1×
Net cash$603.6M-$288.7M
Dividend yield——
Volatility (60d)75.5%92.9%
Short % of float6.0%6.5%
Next earnings——

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