Both in Semiconductors

Semtech vs FormFactor

Over the past year SMTC returned +109.1% and FORM returned +157.8%; their daily moves had a correlation of 0.63.

SMTC +109.1% FORM +157.8%Growth of $1, one year, split-adjusted
MetricSMTCFORM
Price$141.63$112.18
Market cap$13.22B$8.76B
Today+3.99%+4.16%
1 month−18.8%−11.0%
6 months+36.9%−23.3%
Year to date+92.2%+101.1%
1 year+106.6%+154.1%
Revenue growth (YoY)+32.7%+31.9%
Gross margin53.8%50.7%
Net margin46.8%21.8%
P/E (TTM)85.8×75.9×
Price / sales11.3×9.7×
Net cash-$288.7M$334.0M
Dividend yield——
Volatility (60d)93.5%88.7%
Short % of float6.7%4.2%
Next earnings——

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