BELFB vs. AMZN

Last updated Jun 3, 2026

BELFB (Bel Fuse Inc.) and AMZN (Amazon.com, Inc) are both stocks. BELFB operates in Electronic Components (Technology), while AMZN operates in Internet Retail (Consumer Cyclical). Over the past 10 years, BELFB returned 32.62%/yr vs 21.60%/yr for AMZN. At a 0.26 correlation, their price movements are largely independent.

Performance

BELFB vs. AMZN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bel Fuse Inc. (BELFB) and Amazon.com, Inc (AMZN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BELFB achieves a 58.81% return, which is significantly higher than AMZN's 11.13% return. Over the past 10 years, BELFB has outperformed AMZN with an annualized return of 32.62%, while AMZN has yielded a comparatively lower 21.60% annualized return.

BELFB

• 1D: -0.24%
• 1M: -5.07%
• YTD: 58.81%
• 6M: 66.76%
• 1Y: 277.48%
• 3Y*: 72.94%
• 5Y*: 79.43%
• 10Y*: 32.62%

AMZN

• 1D: -1.81%
• 1M: -4.38%
• YTD: 11.13%
• 6M: 9.43%
• 1Y: 24.13%
• 3Y*: 27.33%
• 5Y*: 9.99%
• 10Y*: 21.60%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BELFB vs. AMZN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BELFB Bel Fuse Inc.	58.81%	106.32%	24.03%	104.19%	158.73%	-12.33%	-24.84%	13.09%	-25.89%	-17.68%
AMZN Amazon.com, Inc	11.13%	5.21%	44.39%	80.88%	-49.62%	2.38%	76.26%	23.03%	28.43%	55.96%

Correlation

The correlation between BELFB and AMZN is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.26
Correlation (3Y) Calculated over the trailing 3-year period	0.30
Correlation (5Y) Calculated over the trailing 5-year period	0.29
Correlation (10Y) Calculated over the trailing 10-year period	0.24
Correlation (All Time) Calculated using the full available price history since Jul 13, 1998	0.26

Fundamentals

Market Cap BELFB : $569.40M AMZN : $2.79T
EPS BELFB : $7.60 AMZN : $8.37
PE Ratio BELFB : 35.41 AMZN : 30.64
PEG Ratio BELFB : 0.86 AMZN : 0.74
PS Ratio BELFB : 2.78 AMZN : 3.75
PB Ratio BELFB : 0.60 AMZN : 6.31
Total Revenue (TTM) BELFB : $701.71M AMZN : $742.78B
Gross Profit (TTM) BELFB : $275.20M AMZN : $348.59B
EBITDA (TTM) BELFB : $135.78M AMZN : $152.71B

Return for Risk

BELFB vs. AMZN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BELFB

BELFB Risk / Return Rank: 98
BELFB Sharpe Ratio Rank: 99
BELFB Sortino Ratio Rank: 97
BELFB Omega Ratio Rank: 97
BELFB Calmar Ratio Rank: 98
BELFB Martin Ratio Rank: 99

AMZN

AMZN Risk / Return Rank: 63
AMZN Sharpe Ratio Rank: 66
AMZN Sortino Ratio Rank: 60
AMZN Omega Ratio Rank: 59
AMZN Calmar Ratio Rank: 63
AMZN Martin Ratio Rank: 65

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BELFB vs. AMZN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bel Fuse Inc. (BELFB) and Amazon.com, Inc (AMZN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BELFB	AMZN	Difference
Sharpe ratio Return per unit of total volatility	5.83	0.81	+5.02
Sortino ratio Return per unit of downside risk	4.75	1.29	+3.45
Omega ratio Gain probability vs. loss probability	1.67	1.16	+0.50
Calmar ratio Return relative to maximum drawdown	13.58	1.16	+12.43
Martin ratio Return relative to average drawdown	40.48	2.79	+37.69
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BELFB vs. AMZN - Sharpe Ratio Comparison

The current BELFB Sharpe Ratio is 5.83, which is higher than the AMZN Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of BELFB and AMZN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BELFB	AMZN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	5.83	0.81	+5.02
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.55	0.28	+1.27
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.56	0.67	-0.11
Sharpe Ratio (All Time) Calculated using the full available price history	0.25	0.57	-0.32

Drawdowns

BELFB vs. AMZN - Drawdown Comparison

The maximum BELFB drawdown since its inception was -81.89%, smaller than the maximum AMZN drawdown of -94.40%. Use the drawdown chart below to compare losses from any high point for BELFB and AMZN.

Drawdown Indicators

	BELFB	AMZN	Difference
Max Drawdown Largest peak-to-trough decline	-81.89%	-94.40%	+12.51%
Max Drawdown (1Y) Largest decline over 1 year	-19.54%	-21.74%	+2.20%
Max Drawdown (3Y) Largest decline over 3 years	-36.49%	-30.88%	-5.61%
Max Drawdown (5Y) Largest decline over 5 years	-36.49%	-56.15%	+19.66%
Max Drawdown (10Y) Largest decline over 10 years	-79.79%	-56.15%	-23.64%
Current Drawdown Current decline from peak	-11.07%	-6.72%	-4.35%
Average Drawdown Average peak-to-trough decline	-36.89%	-28.13%	-8.76%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.56%	9.00%	-2.44%

Volatility

BELFB vs. AMZN - Volatility Comparison

Bel Fuse Inc. (BELFB) has a higher volatility of 15.48% compared to Amazon.com, Inc (AMZN) at 7.08%. This indicates that BELFB's price experiences larger fluctuations and is considered to be riskier than AMZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BELFB	AMZN	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.48%	7.08%	+8.40%
Volatility (6M) Calculated over the trailing 6-month period	35.05%	20.18%	+14.87%
Volatility (1Y) Calculated over the trailing 1-year period	48.05%	29.89%	+18.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	51.46%	35.49%	+15.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	58.32%	32.46%	+25.86%

Dividends

BELFB vs. AMZN - Dividend Comparison

BELFB's dividend yield for the trailing twelve months is around 0.10%, while AMZN has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AMZN Amazon.com, Inc	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BELFB Bel Fuse Inc.	0.10%	0.17%	0.34%	0.42%	0.85%	2.17%	1.86%	1.37%	1.52%	1.11%	0.91%	1.62%

Financials

BELFB vs. AMZN - Profitability Comparison

The chart below illustrates the profitability comparison between Bel Fuse Inc. and Amazon.com, Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BELFB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bel Fuse Inc. reported a gross profit of 69.60M and revenue of 178.49M. Therefore, the gross margin over that period was 39.0%.

AMZN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amazon.com, Inc reported a gross profit of 66.77B and revenue of 181.52B. Therefore, the gross margin over that period was 36.8%.

BELFB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bel Fuse Inc. reported an operating income of 23.67M and revenue of 178.49M, resulting in an operating margin of 13.3%.

AMZN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amazon.com, Inc reported an operating income of 23.85B and revenue of 181.52B, resulting in an operating margin of 13.1%.

BELFB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bel Fuse Inc. reported a net income of 11.38M and revenue of 178.49M, resulting in a net margin of 6.4%.

AMZN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amazon.com, Inc reported a net income of 30.26B and revenue of 181.52B, resulting in a net margin of 16.7%.

Frequently Asked Questions

Can I hold both BELFB and AMZN in my portfolio?

BELFB and AMZN have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BELFB or AMZN?

BELFB has higher volatility (15.48%) compared to AMZN (7.08%). In terms of maximum drawdown, BELFB dropped -81.89% vs AMZN's -94.40%.

Which has better risk-adjusted returns?

BELFB currently has the higher Sharpe Ratio (5.83 vs 0.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.