Both in Semiconductors

Ultra Clean Holdings vs Power Integrations

Over the past year UCTT returned +74.2% and POWI returned +5.4%; their daily moves had a correlation of 0.59.

UCTT +74.2% POWI +5.4%Growth of $1, one year, split-adjusted
MetricUCTTPOWI
Price$49.71$43.86
Market cap$2.38B$2.45B
Today−9.12%−10.54%
1 month−36.8%−14.8%
6 months−33.4%−40.2%
Year to date+96.2%+23.4%
1 year+73.9%+5.7%
Revenue growth (YoY)+48.8%+2.7%
Gross margin16.9%54.3%
Net margin5.2%8.3%
P/E (TTM)89.6×97.8×
Price / sales1.0×5.5×
Net cash-$364.2M$262.6M
Dividend yield—1.96%
Volatility (60d)82.6%52.0%
Short % of float7.4%9.4%
Next earnings——

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