Both in Wholesale Trade

US Foods Holding vs Watsco

Over the past year USFD returned +44.2% and WSO returned −13.1%; their daily moves had a correlation of 0.13.

USFD +44.2% WSO −13.1%Growth of $1, one year, split-adjusted
MetricUSFDWSO
Price$106.85$311.14
Market cap$23.11B$12.96B
Today−2.80%−2.62%
1 month+11.2%+10.1%
6 months+23.0%−27.5%
Year to date+41.9%−7.7%
1 year+45.6%−13.2%
Revenue growth (YoY)+4.5%+2.1%
Gross margin18.2%27.5%
Net margin2.6%7.3%
P/E (TTM)31.8×29.3×
Price / sales0.6×1.8×
Net cash-$5.35B$335.4M
Dividend yield—4.24%
Volatility (60d)30.8%34.0%
Short % of float6.5%13.3%
Next earnings——

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