Both in Semiconductors

Wolfspeed vs Photronics

Over the past year WOLF returned −5.6% and PLAB returned +15.4%; their daily moves had a correlation of 0.32.

WOLF −5.6% PLAB +15.4%Growth of $1, one year, split-adjusted
MetricWOLFPLAB
Price$22.42$28.00
Market cap$1.19B$1.65B
Today+7.53%+2.19%
1 month−33.1%−9.9%
6 months−38.8%−45.1%
Year to date+28.8%−12.5%
1 year−14.8%+17.2%
Revenue growth (YoY)+75.8%+2.7%
Gross margin−32.9%33.2%
Net margin79.4%13.4%
P/E (TTM)2.8×10.0×
Price / sales1.4×1.9×
Net cash-$601.0M$668.9M
Dividend yield——
Volatility (60d)95.1%40.0%
Short % of float76.4%7.1%
Next earnings——

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