Both in Semiconductors

Ultra Clean Holdings vs Ambarella

Over the past year UCTT returned +74.2% and AMBA returned −26.0%; their daily moves had a correlation of 0.45.

UCTT +74.2% AMBA −26.0%Growth of $1, one year, split-adjusted
MetricUCTTAMBA
Price$49.71$63.12
Market cap$2.38B$2.79B
Today−9.12%−2.26%
1 month−36.8%−10.2%
6 months−33.4%−11.8%
Year to date+96.2%−10.9%
1 year+73.9%−26.6%
Revenue growth (YoY)+48.8%+13.2%
Gross margin16.9%57.7%
Net margin5.2%−6.2%
P/E (TTM)89.6×—
Price / sales1.0×6.7×
Net cash-$364.2M$272.3M
Dividend yield——
Volatility (60d)82.6%51.2%
Short % of float7.4%11.2%
Next earnings——

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