BELFB vs. COST
Compare and contrast key facts about Bel Fuse Inc. (BELFB) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BELFB or COST.
Correlation
The correlation between BELFB and COST is 0.56, 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.
Performance
BELFB vs. COST - Performance Comparison
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Key characteristics
BELFB:
0.37
COST:
1.39
BELFB:
0.94
COST:
1.96
BELFB:
1.12
COST:
1.27
BELFB:
0.59
COST:
1.81
BELFB:
1.60
COST:
5.32
BELFB:
12.28%
COST:
5.89%
BELFB:
46.63%
COST:
21.91%
BELFB:
-81.89%
COST:
-53.39%
BELFB:
-20.27%
COST:
-6.26%
Fundamentals
BELFB:
$859.57M
COST:
$450.29B
BELFB:
$3.27
COST:
$17.15
BELFB:
20.98
COST:
59.18
BELFB:
0.86
COST:
5.34
BELFB:
1.54
COST:
1.71
BELFB:
2.31
COST:
17.49
BELFB:
$558.94M
COST:
$264.09B
BELFB:
$213.10M
COST:
$35.11B
BELFB:
$92.21M
COST:
$11.25B
Returns By Period
In the year-to-date period, BELFB achieves a -11.68% return, which is significantly lower than COST's 10.29% return. Over the past 10 years, BELFB has underperformed COST with an annualized return of 14.54%, while COST has yielded a comparatively higher 23.69% annualized return.
BELFB
-11.68%
1.74%
-10.93%
16.91%
51.95%
14.54%
COST
10.29%
4.58%
7.07%
30.07%
29.12%
23.69%
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Risk-Adjusted Performance
BELFB vs. COST — Risk-Adjusted Performance Rank
BELFB
COST
BELFB vs. COST - Risk-Adjusted Performance 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.
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Dividends
BELFB vs. COST - Dividend Comparison
BELFB's dividend yield for the trailing twelve months is around 0.39%, less than COST's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BELFB Bel Fuse Inc. | 0.39% | 0.34% | 0.42% | 0.85% | 2.17% | 1.86% | 1.37% | 1.52% | 1.11% | 0.91% | 1.62% | 1.02% |
COST Costco Wholesale Corporation | 0.47% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
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. For additional features, visit the drawdowns tool.
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Volatility
BELFB vs. COST - Volatility Comparison
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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 May 2025, Bel Fuse Inc. reported a gross profit of 58.82M and revenue of 152.24M. Therefore, the gross margin over that period was 38.6%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a gross profit of 9.61B and revenue of 63.72B. Therefore, the gross margin over that period was 15.1%.
BELFB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Bel Fuse Inc. reported an operating income of 25.02M and revenue of 152.24M, resulting in an operating margin of 16.4%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
BELFB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Bel Fuse Inc. reported a net income of 17.87M and revenue of 152.24M, resulting in a net margin of 11.7%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.