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

Performance

BELFB vs. PLPC - Performance Comparison

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

-10.00%0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
11.46%
1.15%
BELFB
PLPC

Returns By Period

In the year-to-date period, BELFB achieves a 10.95% return, which is significantly higher than PLPC's -0.06% return. Both investments have delivered pretty close results over the past 10 years, with BELFB having a 12.48% annualized return and PLPC not far behind at 12.08%.


BELFB

YTD

10.95%

1M

-11.72%

6M

11.46%

1Y

36.78%

5Y (annualized)

37.45%

10Y (annualized)

12.48%

PLPC

YTD

-0.06%

1M

6.18%

6M

1.15%

1Y

0.60%

5Y (annualized)

15.17%

10Y (annualized)

12.08%

Fundamentals


BELFBPLPC
Market Cap$971.37M$703.74M
EPS$4.12$6.53
PE Ratio17.6721.58
PEG Ratio0.000.00
Total Revenue (TTM)$524.94M$572.20M
Gross Profit (TTM)$197.33M$182.28M
EBITDA (TTM)$86.43M$57.90M

Key characteristics


BELFBPLPC
Sharpe Ratio0.760.04
Sortino Ratio1.210.35
Omega Ratio1.211.04
Calmar Ratio1.160.05
Martin Ratio2.870.19
Ulcer Index13.19%8.98%
Daily Std Dev49.51%37.80%
Max Drawdown-81.89%-66.36%
Current Drawdown-13.21%-26.43%

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Correlation

-0.50.00.51.00.3

The correlation between BELFB and PLPC is 0.29, 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. PLPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bel Fuse Inc. (BELFB) and Preformed Line Products Company (PLPC). 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-4.00-2.000.002.004.000.760.04
The chart of Sortino ratio for BELFB, currently valued at 1.21, compared to the broader market-4.00-2.000.002.004.001.210.35
The chart of Omega ratio for BELFB, currently valued at 1.21, compared to the broader market0.501.001.502.001.211.04
The chart of Calmar ratio for BELFB, currently valued at 1.16, compared to the broader market0.002.004.006.001.160.05
The chart of Martin ratio for BELFB, currently valued at 2.87, compared to the broader market-10.000.0010.0020.0030.002.870.19
BELFB
PLPC

The current BELFB Sharpe Ratio is 0.76, which is higher than the PLPC Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of BELFB and PLPC, 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 Ratio-1.00-0.500.000.501.001.502.00JuneJulyAugustSeptemberOctoberNovember
0.76
0.04
BELFB
PLPC

Dividends

BELFB vs. PLPC - Dividend Comparison

BELFB's dividend yield for the trailing twelve months is around 0.38%, less than PLPC's 0.60% yield.


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%
PLPC
Preformed Line Products Company
0.60%0.60%0.72%1.24%1.17%1.33%1.47%1.13%1.38%1.90%1.46%0.82%

Drawdowns

BELFB vs. PLPC - Drawdown Comparison

The maximum BELFB drawdown since its inception was -81.89%, which is greater than PLPC's maximum drawdown of -66.36%. Use the drawdown chart below to compare losses from any high point for BELFB and PLPC. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-13.21%
-26.43%
BELFB
PLPC

Volatility

BELFB vs. PLPC - Volatility Comparison

Bel Fuse Inc. (BELFB) and Preformed Line Products Company (PLPC) have volatilities of 12.14% and 11.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


6.00%8.00%10.00%12.00%14.00%16.00%18.00%20.00%JuneJulyAugustSeptemberOctoberNovember
12.14%
11.70%
BELFB
PLPC

Financials

BELFB vs. PLPC - Financials Comparison

This section allows you to compare key financial metrics between Bel Fuse Inc. and Preformed Line Products Company. 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