Both in Semiconductors

Texas Instruments Incorporated vs Applied Materials

Over the past year TXN returned +93.5% and AMAT returned +60.7%; their daily moves had a correlation of 0.52.

TXN +93.5% AMAT +60.7%Growth of $1, one year, split-adjusted
MetricTXNAMAT
Price$312.49$381.92
Market cap$285.69B$303.09B
Today+3.47%+1.97%
1 month+6.0%−29.6%
6 months+11.2%−7.0%
Year to date+80.1%+48.6%
1 year+93.5%+63.8%
Revenue growth (YoY)+27.7%+24.8%
Gross margin64.2%50.3%
Net margin40.0%27.8%
P/E (TTM)40.3×32.7×
Price / sales13.8×9.8×
Net cash-$5.41B$2.69B
Dividend yield1.95%0.56%
Volatility (60d)30.5%52.6%
Short % of float2.3%1.8%
Next earnings——

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