BELFB vs. COST
BELFB (Bel Fuse Inc.) and COST (Costco Wholesale Corporation) are both stocks. BELFB operates in Electronic Components (Technology), while COST operates in Discount Stores (Consumer Defensive). Over the past 10 years, BELFB returned 32.62%/yr vs 22.25%/yr for COST. At a 0.25 correlation, their price movements are largely independent.
Performance
BELFB vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, BELFB achieves a 58.81% return, which is significantly higher than COST's 10.97% return. Over the past 10 years, BELFB has outperformed COST with an annualized return of 32.62%, while COST has yielded a comparatively lower 22.25% 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%
COST
- 1D
- 0.86%
- 1M
- -5.68%
- YTD
- 10.97%
- 6M
- 3.79%
- 1Y
- -9.20%
- 3Y*
- 24.67%
- 5Y*
- 21.28%
- 10Y*
- 22.25%
BELFB vs. COST - 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% |
COST Costco Wholesale Corporation | 10.97% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Correlation
The correlation between BELFB and COST is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 1998 | 0.25 |
The correlation between BELFB and COST shifts across timeframes, from -0.02 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BELFB:
$7.60
COST:
$26.51
BELFB:
35.41
COST:
36.00
BELFB:
0.86
COST:
2.81
BELFB:
2.78
COST:
1.08
BELFB:
$701.71M
COST:
$293.59B
BELFB:
$275.20M
COST:
$11.12B
BELFB:
$135.78M
COST:
$12.48B
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Return for Risk
BELFB vs. COST — Risk / Return Rank
BELFB
COST
BELFB vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bel Fuse Inc. (BELFB) and Costco Wholesale Corporation (COST). 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 | COST | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 5.83 | -0.48 | +6.32 |
Sortino ratioReturn per unit of downside risk | 4.75 | -0.56 | +5.31 |
Omega ratioGain probability vs. loss probability | 1.67 | 0.93 | +0.73 |
Calmar ratioReturn relative to maximum drawdown | 13.58 | -0.40 | +13.99 |
Martin ratioReturn relative to average drawdown | 40.48 | -0.78 | +41.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BELFB | COST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 5.83 | -0.48 | +6.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.55 | 0.94 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 1.02 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.58 | -0.33 |
Drawdowns
BELFB vs. COST - Drawdown Comparison
The maximum BELFB drawdown since its inception was -81.89%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for BELFB and COST.
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Drawdown Indicators
| BELFB | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.89% | -53.39% | -28.50% |
Max Drawdown (1Y)Largest decline over 1 year | -19.54% | -19.25% | -0.29% |
Max Drawdown (3Y)Largest decline over 3 years | -36.49% | -20.74% | -15.75% |
Max Drawdown (5Y)Largest decline over 5 years | -36.49% | -31.40% | -5.09% |
Max Drawdown (10Y)Largest decline over 10 years | -79.79% | -31.40% | -48.39% |
Current DrawdownCurrent decline from peak | -11.07% | -12.80% | +1.73% |
Average DrawdownAverage peak-to-trough decline | -36.89% | -13.36% | -23.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.56% | 9.92% | -3.36% |
Volatility
BELFB vs. COST - Volatility Comparison
Bel Fuse Inc. (BELFB) has a higher volatility of 15.48% compared to Costco Wholesale Corporation (COST) at 7.99%. This indicates that BELFB's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BELFB | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.48% | 7.99% | +7.49% |
Volatility (6M)Calculated over the trailing 6-month period | 35.05% | 14.81% | +20.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.05% | 19.17% | +28.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.46% | 22.73% | +28.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 58.32% | 21.95% | +36.37% |
Dividends
BELFB vs. COST - Dividend Comparison
BELFB's dividend yield for the trailing twelve months is around 0.10%, less than COST's 0.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
COST Costco Wholesale Corporation | 0.56% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
Financials
BELFB vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Bel Fuse Inc. and Costco Wholesale Corporation. 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. COST - 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%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Costco Wholesale Corporation reported a gross profit of -17.68B and revenue of 70.53B. Therefore, the gross margin over that period was -25.1%.
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%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Costco Wholesale Corporation reported an operating income of 2.82B and revenue of 70.53B, resulting in an operating margin of 4.0%.
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%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Costco Wholesale Corporation reported a net income of 2.19B and revenue of 70.53B, resulting in a net margin of 3.1%.
Frequently Asked Questions
BELFB and COST have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BELFB has higher volatility (15.48%) compared to COST (7.99%). In terms of maximum drawdown, BELFB dropped -81.89% vs COST's -53.39%.
BELFB currently has the higher Sharpe Ratio (5.83 vs -0.48), 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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