Both in Semiconductors

Semtech vs Viavi Solutions

Over the past year SMTC returned +82.0% and VIAV returned +58.5%; their daily moves had a correlation of 0.74.

SMTC +82.0% VIAV +58.5%Growth of $1, one year, split-adjusted
MetricSMTCVIAV
Price$122.38$27.80
Market cap$11.42B$6.84B
Today−3.93%−7.09%
1 month−37.2%−41.0%
6 months+14.3%−47.0%
Year to date+66.1%+56.0%
1 year+80.5%+62.6%
Revenue growth (YoY)+32.7%+52.5%
Gross margin53.8%59.1%
Net margin46.8%7.4%
P/E (TTM)74.2×—
Price / sales9.7×4.5×
Net cash-$288.7M$7.9M
Dividend yield——
Volatility (60d)93.0%85.9%
Short % of float6.5%4.9%
Next earnings——

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