Both in Wholesale Trade

MSC Industrial Direct Co. vs Arrow Electronics

Over the past year MSM returned +47.5% and ARW returned +73.4%; their daily moves had a correlation of 0.40.

MSM +47.5% ARW +73.4%Growth of $1, one year, split-adjusted
MetricMSMARW
Price$128.25$216.27
Market cap$7.16B$11.01B
Today−1.63%+0.77%
1 month+4.9%−1.4%
6 months+32.0%+22.9%
Year to date+52.5%+96.3%
1 year+50.1%+83.2%
Revenue growth (YoY)+7.8%+31.8%
Gross margin41.1%11.3%
Net margin7.7%2.7%
P/E (TTM)31.0×13.6×
Price / sales1.8×0.3×
Net cash-$432.7M-$1.93B
Dividend yield2.71%—
Volatility (60d)23.5%41.3%
Short % of float4.9%3.3%
Next earnings——

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