Both in Wholesale Trade

Ferguson Enterprises vs US Foods Holding

Over the past year FERG returned +1.5% and USFD returned +49.8%; their daily moves had a correlation of 0.23.

FERG +1.5% USFD +49.8%Growth of $1, one year, split-adjusted
MetricFERGUSFD
Price$248.53$109.93
Market cap$48.08B$23.78B
Today+2.70%+8.46%
1 month+11.3%+13.9%
6 months−1.5%+19.4%
Year to date+11.6%+46.0%
1 year+0.4%+49.2%
Revenue growth (YoY)+4.6%+4.5%
Gross margin31.0%18.2%
Net margin7.6%2.6%
P/E (TTM)—32.7×
Price / sales—0.6×
Net cash-$4.47B-$5.35B
Dividend yield1.43%—
Volatility (60d)24.0%30.3%
Short % of float3.3%6.5%
Next earnings——

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