Both in Wholesale Trade

Applied Industrial Technologies vs Watsco

Over the past year AIT returned +8.9% and WSO.B returned −14.4%; their daily moves had a correlation of 0.34.

AIT +8.9% WSO.B −14.4%Growth of $1, one year, split-adjusted
MetricAITWSO.B
Price$280.90$313.24
Market cap$10.26B$13.04B
Today−5.83%+3.28%
1 month−16.0%—
6 months−9.5%—
Year to date+9.4%−7.6%
1 year+9.5%—
Revenue growth (YoY)+7.6%+2.1%
Gross margin30.4%27.5%
Net margin8.6%7.3%
P/E (TTM)24.2×29.5×
Price / sales2.0×1.8×
Net cash-$170.1M$335.4M
Dividend yield0.73%4.21%
Volatility (60d)33.6%—
Short % of float2.0%—
Next earnings——

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