Both in Semiconductors

Semtech vs SiTime

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

SMTC +89.4% SITM +55.1%Growth of $1, one year, split-adjusted
MetricSMTCSITM
Price$127.38$447.06
Market cap$11.89B$13.44B
Today−9.56%−8.40%
1 month−31.7%−34.1%
6 months+18.2%−20.0%
Year to date+72.9%+26.6%
1 year+83.1%+61.0%
Revenue growth (YoY)+32.7%+126.5%
Gross margin53.8%63.0%
Net margin46.8%11.5%
P/E (TTM)77.2×954.0×
Price / sales10.1×28.7×
Net cash-$288.7M$603.6M
Dividend yield——
Volatility (60d)92.9%75.5%
Short % of float6.5%6.0%
Next earnings——

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