Both in Semiconductors

Viavi Solutions vs Semtech

Over the past year VIAV returned +69.0% and SMTC returned +87.7%; their daily moves had a correlation of 0.74.

VIAV +69.0% SMTC +87.7%Growth of $1, one year, split-adjusted
MetricVIAVSMTC
Price$29.92$127.38
Market cap$7.36B$11.89B
Today−10.20%−9.56%
1 month−33.2%−31.7%
6 months−45.9%+18.2%
Year to date+67.9%+72.9%
1 year+114.0%+83.1%
Revenue growth (YoY)+52.5%+32.7%
Gross margin59.1%53.8%
Net margin7.4%46.8%
P/E (TTM)—77.2×
Price / sales4.8×10.1×
Net cash$7.9M-$288.7M
Dividend yield——
Volatility (60d)85.0%92.9%
Short % of float4.9%6.5%
Next earnings——

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