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BELFB vs. AMZN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BELFB and AMZN is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

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.

-10.00%0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
32.42%
19.98%
BELFB
AMZN

Key characteristics

Sharpe Ratio

BELFB:

0.65

AMZN:

1.61

Sortino Ratio

BELFB:

1.09

AMZN:

2.23

Omega Ratio

BELFB:

1.19

AMZN:

1.29

Calmar Ratio

BELFB:

0.99

AMZN:

2.01

Martin Ratio

BELFB:

2.44

AMZN:

7.56

Ulcer Index

BELFB:

13.27%

AMZN:

5.98%

Daily Std Dev

BELFB:

50.08%

AMZN:

28.00%

Max Drawdown

BELFB:

-81.89%

AMZN:

-94.40%

Current Drawdown

BELFB:

-8.19%

AMZN:

-4.14%

Fundamentals

Market Cap

BELFB:

$1.17B

AMZN:

$2.43T

EPS

BELFB:

$4.12

AMZN:

$4.68

PE Ratio

BELFB:

22.17

AMZN:

49.39

PEG Ratio

BELFB:

0.00

AMZN:

1.91

Total Revenue (TTM)

BELFB:

$524.94M

AMZN:

$620.13B

Gross Profit (TTM)

BELFB:

$197.33M

AMZN:

$300.18B

EBITDA (TTM)

BELFB:

$86.43M

AMZN:

$112.91B

Returns By Period

In the year-to-date period, BELFB achieves a 26.15% return, which is significantly lower than AMZN's 46.96% return. Over the past 10 years, BELFB has underperformed AMZN with an annualized return of 13.33%, while AMZN has yielded a comparatively higher 30.79% annualized return.


BELFB

YTD

26.15%

1M

13.70%

6M

32.42%

1Y

34.26%

5Y*

35.07%

10Y*

13.33%

AMZN

YTD

46.96%

1M

9.13%

6M

19.98%

1Y

46.79%

5Y*

20.16%

10Y*

30.79%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

BELFB vs. AMZN - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for BELFB, currently valued at 0.65, compared to the broader market-4.00-2.000.002.000.651.61
The chart of Sortino ratio for BELFB, currently valued at 1.09, compared to the broader market-4.00-2.000.002.004.001.092.23
The chart of Omega ratio for BELFB, currently valued at 1.19, compared to the broader market0.501.001.502.001.191.29
The chart of Calmar ratio for BELFB, currently valued at 0.99, compared to the broader market0.002.004.006.000.992.01
The chart of Martin ratio for BELFB, currently valued at 2.44, compared to the broader market0.0010.0020.002.447.56
BELFB
AMZN

The current BELFB Sharpe Ratio is 0.65, which is lower than the AMZN Sharpe Ratio of 1.61. The chart below compares the historical Sharpe Ratios of BELFB and AMZN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.65
1.61
BELFB
AMZN

Dividends

BELFB vs. AMZN - Dividend Comparison

BELFB's dividend yield for the trailing twelve months is around 0.33%, while AMZN has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
BELFB
Bel Fuse Inc.
0.33%0.42%0.85%2.17%1.86%1.37%1.52%1.11%0.91%1.62%1.02%1.31%
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%

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. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.19%
-4.14%
BELFB
AMZN

Volatility

BELFB vs. AMZN - Volatility Comparison

Bel Fuse Inc. (BELFB) has a higher volatility of 11.64% compared to Amazon.com, Inc. (AMZN) at 8.78%. 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.


5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
11.64%
8.78%
BELFB
AMZN

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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