Both in Semiconductors

Ultra Clean Holdings vs nLIGHT

Over the past year UCTT returned +54.8% and LASR returned +2.4%; their daily moves had a correlation of 0.48.

UCTT +54.8% LASR +2.4%Growth of $1, one year, split-adjusted
MetricUCTTLASR
Price$44.17$33.18
Market cap$2.12B$1.91B
Today−8.02%−9.12%
1 month−39.7%−17.1%
6 months−47.1%−53.5%
Year to date+74.4%−11.5%
1 year+54.8%+2.4%
Revenue growth (YoY)+48.8%+33.8%
Gross margin16.9%31.1%
Net margin5.2%−1.6%
P/E (TTM)79.6×—
Price / sales0.9×6.2×
Net cash-$364.2M$330.4M
Dividend yield——
Volatility (60d)82.7%55.1%
Short % of float7.4%5.3%
Next earnings——

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