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BELFB vs. AZZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BELFB vs. AZZ - Performance Comparison

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

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Returns By Period

In the year-to-date period, BELFB achieves a 74.94% return, which is significantly higher than AZZ's 40.52% return. Over the past 10 years, BELFB has outperformed AZZ with an annualized return of 34.44%, while AZZ has yielded a comparatively lower 11.24% annualized return.


BELFB

1D
7.08%
1M
-0.56%
YTD
74.94%
6M
69.22%
1Y
257.73%
3Y*
73.08%
5Y*
84.83%
10Y*
34.44%

AZZ

1D
7.05%
1M
1.38%
YTD
40.52%
6M
37.23%
1Y
63.58%
3Y*
56.52%
5Y*
24.16%
10Y*
11.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BELFB vs. AZZ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BELFB
Bel Fuse Inc.
74.94%106.32%24.03%104.19%158.73%-12.33%-24.84%13.09%-25.89%-17.68%
AZZ
AZZ Inc.
40.52%31.89%42.35%46.82%-26.09%18.10%5.34%15.65%-19.88%-19.00%

Correlation

The correlation between BELFB and AZZ is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.43

Correlation (3Y)
Calculated over the trailing 3-year period

0.46

Correlation (5Y)
Calculated over the trailing 5-year period

0.45

Correlation (10Y)
Calculated over the trailing 10-year period

0.43

Correlation (All Time)
Calculated using the full available price history since Jul 10, 1998

0.35

The correlation between BELFB and AZZ shifts across timeframes, from 0.35 (all time) to 0.46 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BELFB:

$627.20M

AZZ:

$4.53B

EPS

BELFB:

$7.60

AZZ:

$10.51

PE Ratio

BELFB:

39.00

AZZ:

14.29

PEG Ratio

BELFB:

0.94

AZZ:

0.10

PS Ratio

BELFB:

3.06

AZZ:

2.75

PB Ratio

BELFB:

0.66

AZZ:

3.38

Total Revenue (TTM)

BELFB:

$701.71M

AZZ:

$1.65B

Gross Profit (TTM)

BELFB:

$275.20M

AZZ:

$394.96M

EBITDA (TTM)

BELFB:

$135.78M

AZZ:

$564.26M

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Return for Risk

BELFB vs. AZZ — Risk / Return Rank

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

BELFB
BELFB Risk / Return Rank: 9898
Overall Rank
BELFB Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
BELFB Sortino Ratio Rank: 9797
Sortino Ratio Rank
BELFB Omega Ratio Rank: 9797
Omega Ratio Rank
BELFB Calmar Ratio Rank: 9999
Calmar Ratio Rank
BELFB Martin Ratio Rank: 9999
Martin Ratio Rank

AZZ
AZZ Risk / Return Rank: 8888
Overall Rank
AZZ Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
AZZ Sortino Ratio Rank: 9090
Sortino Ratio Rank
AZZ Omega Ratio Rank: 8787
Omega Ratio Rank
AZZ Calmar Ratio Rank: 8787
Calmar Ratio Rank
AZZ Martin Ratio Rank: 8585
Martin Ratio Rank
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. AZZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bel Fuse Inc. (BELFB) and AZZ Inc. (AZZ). 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.


BELFBAZZDifference
Sharpe ratioReturn per unit of total volatility

+3.24

Sortino ratioReturn per unit of downside risk

+1.55

Omega ratioGain probability vs. loss probability

1.62

1.35

+0.28

Calmar ratioReturn relative to maximum drawdown

13.28

3.52

+9.76

Martin ratioReturn relative to average drawdown

38.58

7.73

+30.85

BELFB vs. AZZ - Sharpe Ratio Comparison

The current BELFB Sharpe Ratio is 5.31, which is higher than the AZZ Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of BELFB and AZZ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BELFB vs. AZZ - Drawdown Comparison

The maximum BELFB drawdown since its inception was -81.89%, which is greater than AZZ's maximum drawdown of -77.87%. Use the drawdown chart below to compare losses from any high point for BELFB and AZZ.


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Drawdown Indicators


BELFBAZZDifference

Max Drawdown

Largest peak-to-trough decline

-81.89%

-77.87%

-4.02%

Max Drawdown (1Y)

Largest decline over 1 year

-19.54%

-18.16%

-1.38%

Max Drawdown (3Y)

Largest decline over 3 years

-36.49%

-23.66%

-12.83%

Max Drawdown (5Y)

Largest decline over 5 years

-36.49%

-46.23%

+9.74%

Max Drawdown (10Y)

Largest decline over 10 years

-79.79%

-68.02%

-11.77%

Current Drawdown

Current decline from peak

-2.04%

0.00%

-2.04%

Average Drawdown

Average peak-to-trough decline

-36.86%

-31.96%

-4.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.71%

8.26%

-1.55%

Volatility

BELFB vs. AZZ - Volatility Comparison

Bel Fuse Inc. (BELFB) has a higher volatility of 18.33% compared to AZZ Inc. (AZZ) at 12.23%. This indicates that BELFB's price experiences larger fluctuations and is considered to be riskier than AZZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BELFBAZZDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.33%

12.23%

+6.10%

Volatility (6M)

Calculated over the trailing 6-month period

36.17%

23.90%

+12.27%

Volatility (1Y)

Calculated over the trailing 1-year period

49.03%

30.85%

+18.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

51.67%

33.77%

+17.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

58.40%

35.71%

+22.69%

Dividends

BELFB vs. AZZ - Dividend Comparison

BELFB's dividend yield for the trailing twelve months is around 0.09%, less than AZZ's 0.53% yield.


PositionTTM20252024202320222021202020192018201720162015
AZZ
AZZ Inc.
0.53%0.69%0.83%1.17%1.69%1.23%1.43%1.48%1.68%1.33%0.97%1.08%
BELFB
Bel Fuse Inc.
0.09%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. AZZ - Financials Comparison

This section allows you to compare key financial metrics between Bel Fuse Inc. and AZZ 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


100.00M150.00M200.00M250.00M300.00M350.00M400.00M450.00M20222023202420252026
178.49M
385.10M
(BELFB) Total Revenue
(AZZ) Total Revenue
Values in USD except per share items

BELFB vs. AZZ - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%25.0%30.0%35.0%40.0%20222023202420252026
39.0%
22.8%
Portfolio components
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%.

AZZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AZZ Inc. reported a gross profit of 87.59M and revenue of 385.10M. Therefore, the gross margin over that period was 22.8%.

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%.

AZZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AZZ Inc. reported an operating income of 57.13M and revenue of 385.10M, resulting in an operating margin of 14.8%.

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%.

AZZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AZZ Inc. reported a net income of 15.93M and revenue of 385.10M, resulting in a net margin of 4.1%.


Frequently Asked Questions


BELFB and AZZ have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BELFB has higher volatility (18.33%) compared to AZZ (12.23%). In terms of maximum drawdown, BELFB dropped -81.89% vs AZZ's -77.87%.

BELFB currently has the higher Sharpe Ratio (5.31 vs 2.07), 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.

Portfolio Optimizer

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