Both in Semiconductors

Semtech vs Amkor Technology

Over the past year SMTC returned +89.5% and AMKR returned −0.6%; their daily moves had a correlation of 0.61.

SMTC +89.5% AMKR −0.6%Growth of $1, one year, split-adjusted
MetricSMTCAMKR
Price$127.42$37.62
Market cap$11.89B$9.32B
Today+4.12%+1.79%
1 month−33.9%−31.1%
6 months+12.8%−51.0%
Year to date+72.9%−4.7%
1 year+87.8%+16.5%
Revenue growth (YoY)+32.7%+0.2%
Gross margin53.8%18.3%
Net margin46.8%9.6%
P/E (TTM)77.2×15.0×
Price / sales10.1×1.2×
Net cash-$288.7M-$91.0M
Dividend yield—0.89%
Volatility (60d)92.6%68.7%
Short % of float6.5%8.1%
Next earnings——

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