Both in Wholesale Trade

Applied Industrial Technologies vs Core & Main

Over the past year AIT returned +8.9% and CNM returned −8.7%; their daily moves had a correlation of 0.46.

AIT +8.9% CNM −8.7%Growth of $1, one year, split-adjusted
MetricAITCNM
Price$280.90$46.95
Market cap$10.26B$8.66B
Today−5.83%−3.45%
1 month−16.0%+15.4%
6 months−9.5%−5.5%
Year to date+9.4%−9.7%
1 year+9.5%−8.4%
Revenue growth (YoY)+7.6%+2.5%
Gross margin30.4%26.7%
Net margin8.6%6.7%
P/E (TTM)24.2×18.9×
Price / sales2.0×1.1×
Net cash-$170.1M-$2.14B
Dividend yield0.73%—
Volatility (60d)33.6%32.1%
Short % of float2.0%6.3%
Next earnings——

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