Both in Wholesale Trade

Core & Main vs Arrow Electronics

Over the past year CNM returned −15.2% and ARW returned +86.8%; their daily moves had a correlation of 0.32.

CNM −15.2% ARW +86.8%Growth of $1, one year, split-adjusted
MetricCNMARW
Price$44.25$208.34
Market cap$8.16B$10.61B
Today+0.25%−5.69%
1 month+6.9%−10.1%
6 months−9.7%+12.9%
Year to date−14.9%+89.1%
1 year−16.7%+79.4%
Revenue growth (YoY)+2.5%+31.8%
Gross margin26.7%11.3%
Net margin6.7%2.7%
P/E (TTM)17.8×13.1×
Price / sales1.1×0.3×
Net cash-$2.14B-$1.93B
Dividend yield——
Volatility (60d)26.9%42.1%
Short % of float6.3%2.6%
Next earnings——

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