BELFB vs. AMZN
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 33.06%/yr vs 20.95%/yr for AMZN. At a 0.26 correlation, their price movements are largely independent.
Performance
BELFB vs. AMZN - Performance Comparison
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Returns By Period
In the year-to-date period, BELFB achieves a 70.27% return, which is significantly higher than AMZN's 1.43% return. Over the past 10 years, BELFB has outperformed AMZN with an annualized return of 33.06%, while AMZN has yielded a comparatively lower 20.95% annualized return.
BELFB
- 1D
- -5.16%
- 1M
- 6.90%
- YTD
- 70.27%
- 6M
- 62.97%
- 1Y
- 209.90%
- 3Y*
- 73.89%
- 5Y*
- 84.28%
- 10Y*
- 33.06%
AMZN
- 1D
- 0.57%
- 1M
- -12.09%
- YTD
- 1.43%
- 6M
- 0.85%
- 1Y
- 12.30%
- 3Y*
- 21.87%
- 5Y*
- 6.30%
- 10Y*
- 20.95%
BELFB vs. AMZN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BELFB Bel Fuse Inc. | 70.27% | 106.32% | 24.03% | 104.19% | 158.73% | -12.33% | -24.84% | 13.09% | -25.89% | -17.68% |
AMZN Amazon.com, Inc | 1.43% | 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 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
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 10, 1998 | 0.26 |
Fundamentals
BELFB:
$610.47M
AMZN:
$2.55T
BELFB:
$7.60
AMZN:
$8.37
BELFB:
37.96
AMZN:
27.97
BELFB:
0.92
AMZN:
0.68
BELFB:
2.98
AMZN:
3.42
BELFB:
0.64
AMZN:
5.76
BELFB:
$701.71M
AMZN:
$742.78B
BELFB:
$275.20M
AMZN:
$348.59B
BELFB:
$135.78M
AMZN:
$152.71B
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Return for Risk
BELFB vs. AMZN — Risk / Return Rank
BELFB
AMZN
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BELFB | AMZN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.90 | ||
| Sortino ratioReturn per unit of downside risk | +3.22 | ||
| Omega ratioGain probability vs. loss probability | 1.54 | 1.09 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 10.81 | 0.57 | +10.24 |
| Martin ratioReturn relative to average drawdown | 31.35 | 1.31 | +30.04 |
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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.
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Drawdown Indicators
| BELFB | AMZN | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -5.16% | -14.87% | +9.71% |
Average DrawdownAverage peak-to-trough decline | -36.82% | -28.17% | -8.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.73% | 9.41% | -2.68% |
Volatility
BELFB vs. AMZN - Volatility Comparison
Bel Fuse Inc. (BELFB) has a higher volatility of 14.81% compared to Amazon.com, Inc (AMZN) at 10.19%. 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.
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Volatility by Period
| BELFB | AMZN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.81% | 10.19% | +4.62% |
Volatility (6M)Calculated over the trailing 6-month period | 36.50% | 21.71% | +14.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.25% | 30.89% | +18.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.69% | 35.68% | +16.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 58.44% | 32.56% | +25.88% |
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 - Financials Comparison
This section allows you to compare key financial metrics between Bel Fuse Inc. and Amazon.com, Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BELFB vs. AMZN - Profitability Comparison
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
BELFB and AMZN have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BELFB has higher volatility (14.81%) compared to AMZN (10.19%). In terms of maximum drawdown, BELFB dropped -81.89% vs AMZN's -94.40%.
BELFB currently has the higher Sharpe Ratio (4.30 vs 0.40), 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.
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