Both in Wholesale Trade

US Foods Holding vs Watsco

Over the past year USFD returned +44.2% and WSO.B returned −14.4%; their daily moves had a correlation of 0.45.

USFD +44.2% WSO.B −14.4%Growth of $1, one year, split-adjusted
MetricUSFDWSO.B
Price$106.85$313.24
Market cap$23.11B$13.04B
Today−2.80%+3.28%
1 month+11.2%—
6 months+23.0%—
Year to date+41.9%−7.6%
1 year+45.6%—
Revenue growth (YoY)+4.5%+2.1%
Gross margin18.2%27.5%
Net margin2.6%7.3%
P/E (TTM)31.8×29.5×
Price / sales0.6×1.8×
Net cash-$5.35B$335.4M
Dividend yield—4.21%
Volatility (60d)30.8%—
Short % of float6.5%—
Next earnings——

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