Both in Semiconductors

Semtech vs Silicon Laboratories

Over the past year SMTC returned +87.7% and SLAB returned +69.7%; their daily moves had a correlation of 0.02.

SMTC +87.7% SLAB +69.7%Growth of $1, one year, split-adjusted
MetricSMTCSLAB
Price$127.38$222.45
Market cap$11.89B$7.42B
Today−9.56%+0.04%
1 month−31.7%0.0%
6 months+18.2%+1.9%
Year to date+72.9%+70.2%
1 year+83.1%+68.1%
Revenue growth (YoY)+32.7%+18.3%
Gross margin53.8%61.6%
Net margin46.8%−4.6%
P/E (TTM)77.2×—
Price / sales10.1×8.7×
Net cash-$288.7M$397.2M
Dividend yield——
Volatility (60d)92.9%3.6%
Short % of float6.5%5.5%
Next earnings——

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