Both in Semiconductors

Wolfspeed vs Ichor

Over the past year WOLF returned +4.1% and ICHR returned +114.4%; their daily moves had a correlation of 0.49.

WOLF +4.1% ICHR +114.4%Growth of $1, one year, split-adjusted
MetricWOLFICHR
Price$22.79$33.71
Market cap$1.21B$1.26B
Today+1.65%−7.72%
1 month−28.4%−46.0%
6 months−47.1%−53.5%
Year to date+30.9%+82.9%
1 year−4.1%+47.1%
Revenue growth (YoY)+75.8%+37.4%
Gross margin−32.9%15.8%
Net margin79.4%6.4%
P/E (TTM)2.8×359.2×
Price / sales1.4×1.1×
Net cash-$601.0M$94.4M
Dividend yield——
Volatility (60d)95.0%72.3%
Short % of float76.4%7.2%
Next earnings——

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