Both in Semiconductors

Wolfspeed vs Shoals Technologies Group

Over the past year WOLF returned −5.6% and SHLS returned −18.1%; their daily moves had a correlation of 0.31.

WOLF −5.6% SHLS −18.1%Growth of $1, one year, split-adjusted
MetricWOLFSHLS
Price$22.42$8.47
Market cap$1.19B$1.43B
Today+7.53%+11.45%
1 month−33.1%+3.9%
6 months−38.8%+4.2%
Year to date+28.8%−0.4%
1 year−14.8%−19.4%
Revenue growth (YoY)+75.8%+47.4%
Gross margin−32.9%30.3%
Net margin79.4%7.4%
P/E (TTM)2.8×44.8×
Price / sales1.4×2.4×
Net cash-$601.0M-$181.0M
Dividend yield——
Volatility (60d)95.1%66.6%
Short % of float76.4%10.1%
Next earnings——

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