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

Performance

BELFB vs. LMB - Performance Comparison

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

0.00%20.00%40.00%60.00%80.00%JuneJulyAugustSeptemberOctoberNovember
11.46%
85.73%
BELFB
LMB

Returns By Period

In the year-to-date period, BELFB achieves a 10.95% return, which is significantly lower than LMB's 118.65% return. Over the past 10 years, BELFB has underperformed LMB with an annualized return of 12.48%, while LMB has yielded a comparatively higher 30.26% annualized return.


BELFB

YTD

10.95%

1M

-11.72%

6M

11.46%

1Y

36.78%

5Y (annualized)

37.45%

10Y (annualized)

12.48%

LMB

YTD

118.65%

1M

21.67%

6M

85.73%

1Y

154.60%

5Y (annualized)

103.23%

10Y (annualized)

30.26%

Fundamentals


BELFBLMB
Market Cap$971.37M$1.05B
EPS$4.12$2.18
PE Ratio17.6742.83
PEG Ratio0.002.51
Total Revenue (TTM)$524.94M$517.82M
Gross Profit (TTM)$197.33M$131.10M
EBITDA (TTM)$86.43M$42.47M

Key characteristics


BELFBLMB
Sharpe Ratio0.762.68
Sortino Ratio1.213.07
Omega Ratio1.211.40
Calmar Ratio1.166.04
Martin Ratio2.8715.58
Ulcer Index13.19%9.58%
Daily Std Dev49.51%55.78%
Max Drawdown-81.89%-84.10%
Current Drawdown-13.21%0.00%

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Correlation

-0.50.00.51.00.2

The correlation between BELFB and LMB is 0.16, 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.

Risk-Adjusted Performance

BELFB vs. LMB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bel Fuse Inc. (BELFB) and Limbach Holdings, Inc. (LMB). 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 0.76, compared to the broader market-4.00-2.000.002.004.000.762.68
The chart of Sortino ratio for BELFB, currently valued at 1.21, compared to the broader market-4.00-2.000.002.004.001.213.07
The chart of Omega ratio for BELFB, currently valued at 1.21, compared to the broader market0.501.001.502.001.211.40
The chart of Calmar ratio for BELFB, currently valued at 1.16, compared to the broader market0.002.004.006.001.166.04
The chart of Martin ratio for BELFB, currently valued at 2.87, compared to the broader market-10.000.0010.0020.0030.002.8715.58
BELFB
LMB

The current BELFB Sharpe Ratio is 0.76, which is lower than the LMB Sharpe Ratio of 2.68. The chart below compares the historical Sharpe Ratios of BELFB and LMB, 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 Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
0.76
2.68
BELFB
LMB

Dividends

BELFB vs. LMB - Dividend Comparison

BELFB's dividend yield for the trailing twelve months is around 0.38%, while LMB has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
BELFB
Bel Fuse Inc.
0.38%0.42%0.85%2.17%1.86%1.37%1.52%1.11%0.91%1.62%1.02%1.31%
LMB
Limbach Holdings, 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. LMB - Drawdown Comparison

The maximum BELFB drawdown since its inception was -81.89%, roughly equal to the maximum LMB drawdown of -84.10%. Use the drawdown chart below to compare losses from any high point for BELFB and LMB. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-13.21%
0
BELFB
LMB

Volatility

BELFB vs. LMB - Volatility Comparison

The current volatility for Bel Fuse Inc. (BELFB) is 12.14%, while Limbach Holdings, Inc. (LMB) has a volatility of 22.92%. This indicates that BELFB experiences smaller price fluctuations and is considered to be less risky than LMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%25.00%JuneJulyAugustSeptemberOctoberNovember
12.14%
22.92%
BELFB
LMB

Financials

BELFB vs. LMB - Financials Comparison

This section allows you to compare key financial metrics between Bel Fuse Inc. and Limbach Holdings, 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