BELFB vs. BELFA

Last updated Apr 1, 2026

Compare and contrast key facts about Bel Fuse Inc. (BELFB) and Bel Fuse Inc. (BELFA).

Performance

BELFB vs. BELFA - Performance Comparison

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

BELFB vs. BELFA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BELFB Bel Fuse Inc.	16.76%	106.32%	24.03%	104.19%	158.73%	-12.33%	-24.84%	13.09%	-25.89%	-17.68%
BELFA Bel Fuse Inc.	18.75%	68.98%	39.80%	102.03%	117.06%	14.81%	-16.19%	19.66%	-36.22%	-12.91%

Fundamentals

Market Cap BELFB : $418.73M BELFA : $381.12M
EPS BELFB : $6.88 BELFA : $6.88
PE Ratio BELFB : 28.79 BELFA : 26.20
PEG Ratio BELFB : 0.66 BELFA : 0.60
PS Ratio BELFB : 2.62 BELFA : 2.39
PB Ratio BELFB : 0.45 BELFA : 0.41
Total Revenue (TTM) BELFB : $675.46M BELFA : $675.46M
Gross Profit (TTM) BELFB : $264.42M BELFA : $264.42M
EBITDA (TTM) BELFB : $142.97M BELFA : $142.97M

Returns By Period

In the year-to-date period, BELFB achieves a 16.76% return, which is significantly lower than BELFA's 18.75% return. Both investments have delivered pretty close results over the past 10 years, with BELFB having a 31.01% annualized return and BELFA not far behind at 30.88%.

BELFB

• 1D: 0.08%
• 1M: -13.81%
• YTD: 16.76%
• 6M: 40.51%
• 1Y: 165.14%
• 3Y*: 74.71%
• 5Y*: 59.14%
• 10Y*: 31.01%

BELFA

• 1D: 0.01%
• 1M: -14.98%
• YTD: 18.75%
• 6M: 55.01%
• 1Y: 150.67%
• 3Y*: 71.14%
• 5Y*: 59.16%
• 10Y*: 30.88%

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

Return for Risk

BELFB vs. BELFA — Risk / Return Rank

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

BELFB

BELFB Risk / Return Rank: 96
BELFB Sharpe Ratio Rank: 97
BELFB Sortino Ratio Rank: 94
BELFB Omega Ratio Rank: 94
BELFB Calmar Ratio Rank: 98
BELFB Martin Ratio Rank: 98

BELFA

BELFA Risk / Return Rank: 94
BELFA Sharpe Ratio Rank: 95
BELFA Sortino Ratio Rank: 92
BELFA Omega Ratio Rank: 91
BELFA Calmar Ratio Rank: 96
BELFA Martin Ratio Rank: 96

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. BELFA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bel Fuse Inc. (BELFB) and Bel Fuse Inc. (BELFA). 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	BELFA	Difference
Sharpe ratio Return per unit of total volatility	3.25	2.72	+0.53
Sortino ratio Return per unit of downside risk	3.36	3.08	+0.28
Omega ratio Gain probability vs. loss probability	1.46	1.40	+0.05
Calmar ratio Return relative to maximum drawdown	8.40	6.78	+1.61
Martin ratio Return relative to average drawdown	24.43	18.43	+6.00
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. BELFA - Sharpe Ratio Comparison

The current BELFB Sharpe Ratio is 3.25, which is comparable to the BELFA Sharpe Ratio of 2.72. The chart below compares the historical Sharpe Ratios of BELFB and BELFA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BELFB	BELFA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.25	2.72	+0.53
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.13	1.19	-0.06
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.54	0.51	+0.03
Sharpe Ratio (All Time) Calculated using the full available price history	0.23	0.12	+0.11

Correlation

The correlation between BELFB and BELFA is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

BELFB vs. BELFA - Dividend Comparison

BELFB's dividend yield for the trailing twelve months is around 0.14%, more than BELFA's 0.13% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BELFB Bel Fuse Inc.	0.14%	0.17%	0.34%	0.42%	0.85%	2.17%	1.86%	1.37%	1.52%	1.11%	0.91%	1.62%
BELFA Bel Fuse Inc.	0.13%	0.16%	0.27%	0.39%	0.78%	1.60%	1.81%	1.48%	1.75%	1.10%	0.95%	1.64%

Drawdowns

BELFB vs. BELFA - Drawdown Comparison

The maximum BELFB drawdown since its inception was -81.89%, smaller than the maximum BELFA drawdown of -89.86%. Use the drawdown chart below to compare losses from any high point for BELFB and BELFA.

Drawdown Indicators

	BELFB	BELFA	Difference
Max Drawdown Largest peak-to-trough decline	-81.89%	-89.86%	+7.97%
Max Drawdown (1Y) Largest decline over 1 year	-19.94%	-21.82%	+1.88%
Max Drawdown (5Y) Largest decline over 5 years	-44.50%	-43.43%	-1.07%
Max Drawdown (10Y) Largest decline over 10 years	-79.79%	-78.04%	-1.75%
Current Drawdown Current decline from peak	-16.95%	-18.52%	+1.57%
Average Drawdown Average peak-to-trough decline	-37.08%	-50.68%	+13.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.86%	8.03%	-1.17%

Volatility

BELFB vs. BELFA - Volatility Comparison

The current volatility for Bel Fuse Inc. (BELFB) is 16.73%, while Bel Fuse Inc. (BELFA) has a volatility of 18.83%. This indicates that BELFB experiences smaller price fluctuations and is considered to be less risky than BELFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BELFB	BELFA	Difference
Volatility (1M) Calculated over the trailing 1-month period	16.73%	18.83%	-2.10%
Volatility (6M) Calculated over the trailing 6-month period	33.33%	36.78%	-3.45%
Volatility (1Y) Calculated over the trailing 1-year period	51.09%	55.68%	-4.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	52.48%	49.88%	+2.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	58.11%	60.80%	-2.69%

Financials

BELFB vs. BELFA - Profitability Comparison

The chart below illustrates the profitability comparison between Bel Fuse Inc. and Bel Fuse 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 Apr 2026, Bel Fuse Inc. reported a gross profit of 69.38M and revenue of 175.94M. Therefore, the gross margin over that period was 39.4%.

BELFA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Bel Fuse Inc. reported a gross profit of 69.38M and revenue of 175.94M. Therefore, the gross margin over that period was 39.4%.

BELFB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Bel Fuse Inc. reported an operating income of 25.78M and revenue of 175.94M, resulting in an operating margin of 14.7%.

BELFA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Bel Fuse Inc. reported an operating income of 25.78M and revenue of 175.94M, resulting in an operating margin of 14.7%.

BELFB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Bel Fuse Inc. reported a net income of -5.45M and revenue of 175.94M, resulting in a net margin of -3.1%.

BELFA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Bel Fuse Inc. reported a net income of -5.45M and revenue of 175.94M, resulting in a net margin of -3.1%.