Both in Semiconductor Manufacturing Equipment

Veeco Instruments vs ACM Research

Over the past year VECO returned +31.8% and ACMR returned +9.9%; their daily moves had a correlation of 0.57.

VECO +31.8% ACMR +9.9%Growth of $1, one year, split-adjusted
MetricVECOACMR
Price$38.87$45.47
Market cap$2.38B$3.17B
Today−9.18%−7.75%
1 month−26.9%−45.6%
6 months−22.6%−12.8%
Year to date+36.0%+15.3%
1 year+32.5%+7.8%
Revenue growth (YoY)+16.5%+36.0%
Gross margin38.7%46.0%
Net margin6.1%30.4%
P/E (TTM)102.2×21.1×
Price / sales3.5×3.1×
Net cash$202.9M$733.4M
Dividend yield——
Volatility (60d)66.5%70.2%
Short % of float9.7%6.0%
Next earnings——

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