Both in Wholesale Trade

Applied Industrial Technologies vs Arrow Electronics

Over the past year AIT returned +8.9% and ARW returned +56.9%; their daily moves had a correlation of 0.47.

AIT +8.9% ARW +56.9%Growth of $1, one year, split-adjusted
MetricAITARW
Price$280.90$177.07
Market cap$10.26B$9.01B
Today−5.83%−12.61%
1 month−16.0%−23.7%
6 months−9.5%−6.7%
Year to date+9.4%+60.7%
1 year+9.5%+58.6%
Revenue growth (YoY)+7.6%+31.8%
Gross margin30.4%11.3%
Net margin8.6%2.7%
P/E (TTM)24.2×11.1×
Price / sales2.0×0.3×
Net cash-$170.1M-$1.93B
Dividend yield0.73%—
Volatility (60d)33.6%47.5%
Short % of float2.0%2.6%
Next earnings——

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