Both in Semiconductors

Ultra Clean Holdings vs SolarEdge Technologies

Over the past year UCTT returned +54.8% and SEDG returned −5.9%; their daily moves had a correlation of 0.35.

UCTT +54.8% SEDG −5.9%Growth of $1, one year, split-adjusted
MetricUCTTSEDG
Price$44.17$30.95
Market cap$2.12B$1.90B
Today−8.02%−5.88%
1 month−39.7%−9.1%
6 months−47.1%−23.8%
Year to date+74.4%+7.3%
1 year+54.8%−5.9%
Revenue growth (YoY)+48.8%+19.6%
Gross margin16.9%27.5%
Net margin5.2%−8.9%
P/E (TTM)79.6×—
Price / sales0.9×1.4×
Net cash-$364.2M$195.4M
Dividend yield——
Volatility (60d)82.7%64.7%
Short % of float7.4%18.4%
Next earnings——

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