Both in Industrial Instruments

Sensata Technologies Holding vs Cognex

Over the past year ST returned +26.5% and CGNX returned +35.7%; their daily moves had a correlation of 0.45.

ST +26.5% CGNX +35.7%Growth of $1, one year, split-adjusted
MetricSTCGNX
Price$40.27$56.15
Market cap$5.86B$9.45B
Today−2.49%−4.78%
1 month−4.9%−9.8%
6 months−4.6%+0.4%
Year to date+21.0%+56.1%
1 year+23.4%+18.4%
Revenue growth (YoY)+7.7%+16.9%
Gross margin33.1%70.6%
Net margin11.4%25.0%
P/E (TTM)16.0×54.0×
Price / sales1.5×8.7×
Net cash-$1.86B$404.4M
Dividend yield1.19%0.61%
Volatility (60d)32.2%48.2%
Short % of float5.0%4.1%
Next earnings——

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