Both in Semiconductors

Ultra Clean Holdings vs Photronics

Over the past year UCTT returned +54.8% and PLAB returned +14.7%; their daily moves had a correlation of 0.51.

UCTT +54.8% PLAB +14.7%Growth of $1, one year, split-adjusted
MetricUCTTPLAB
Price$44.17$27.84
Market cap$2.12B$1.64B
Today−8.02%−0.57%
1 month−39.7%−9.7%
6 months−47.1%−46.6%
Year to date+74.4%−13.0%
1 year+54.8%+14.7%
Revenue growth (YoY)+48.8%+2.7%
Gross margin16.9%33.2%
Net margin5.2%13.4%
P/E (TTM)79.6×9.9×
Price / sales0.9×1.9×
Net cash-$364.2M$668.9M
Dividend yield——
Volatility (60d)82.7%39.5%
Short % of float7.4%7.1%
Next earnings——

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