Both in Wholesale Trade

Arrow Electronics vs Watsco

Over the past year ARW returned +89.0% and WSO returned −14.2%; their daily moves had a correlation of 0.22.

ARW +89.0% WSO −14.2%Growth of $1, one year, split-adjusted
MetricARWWSO
Price$210.65$310.15
Market cap$10.72B$12.91B
Today+3.66%−2.07%
1 month−12.3%+6.2%
6 months+13.0%−26.3%
Year to date+91.2%−8.0%
1 year+88.8%−15.7%
Revenue growth (YoY)+31.8%+2.1%
Gross margin11.3%27.5%
Net margin2.7%7.3%
P/E (TTM)13.2×29.2×
Price / sales0.3×1.8×
Net cash-$1.93B$335.4M
Dividend yield—4.26%
Volatility (60d)39.1%34.2%
Short % of float2.6%13.3%
Next earnings——

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