BELFB vs. POWL
Compare and contrast key facts about Bel Fuse Inc. (BELFB) and Powell Industries, Inc. (POWL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BELFB or POWL.
Key characteristics
| BELFB | POWL | |
|---|---|---|
| YTD Return | -11.12% | 83.10% |
| 1Y Return | 37.68% | 229.29% |
| 3Y Return (Ann) | 52.31% | 69.35% |
| 5Y Return (Ann) | 23.57% | 40.47% |
| 10Y Return (Ann) | 12.85% | 13.36% |
| Sharpe Ratio | 0.80 | 3.13 |
| Daily Std Dev | 52.86% | 76.81% |
| Max Drawdown | -81.89% | -86.67% |
| Current Drawdown | -20.03% | -12.77% |
Fundamentals
| BELFB | POWL | |
|---|---|---|
| Market Cap | $760.41M | $1.92B |
| EPS | $5.62 | $8.43 |
| PE Ratio | 10.33 | 18.97 |
| PEG Ratio | 0.00 | 1.37 |
| Revenue (TTM) | $595.56M | $850.13M |
| Gross Profit (TTM) | $183.45M | $85.02M |
| EBITDA (TTM) | $101.84M | $124.38M |
Correlation
The correlation between BELFB and POWL is 0.31, 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.
Performance
BELFB vs. POWL - Performance Comparison
In the year-to-date period, BELFB achieves a -11.12% return, which is significantly lower than POWL's 83.10% return. Both investments have delivered pretty close results over the past 10 years, with BELFB having a 12.85% annualized return and POWL not far ahead at 13.36%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BELFB vs. POWL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bel Fuse Inc. (BELFB) and Powell Industries, Inc. (POWL). 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.
Dividends
BELFB vs. POWL - Dividend Comparison
BELFB's dividend yield for the trailing twelve months is around 0.47%, less than POWL's 0.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BELFB Bel Fuse Inc. | 0.47% | 0.42% | 0.85% | 2.17% | 1.86% | 1.37% | 1.52% | 1.11% | 0.91% | 1.62% | 1.02% | 1.31% |
POWL Powell Industries, Inc. | 0.65% | 1.19% | 2.96% | 3.53% | 3.53% | 2.12% | 4.16% | 3.63% | 2.67% | 4.00% | 2.06% | 0.37% |
Drawdowns
BELFB vs. POWL - Drawdown Comparison
The maximum BELFB drawdown since its inception was -81.89%, smaller than the maximum POWL drawdown of -86.67%. Use the drawdown chart below to compare losses from any high point for BELFB and POWL. For additional features, visit the drawdowns tool.
Volatility
BELFB vs. POWL - Volatility Comparison
The current volatility for Bel Fuse Inc. (BELFB) is 9.11%, while Powell Industries, Inc. (POWL) has a volatility of 21.94%. This indicates that BELFB experiences smaller price fluctuations and is considered to be less risky than POWL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BELFB vs. POWL - Financials Comparison
This section allows you to compare key financial metrics between Bel Fuse Inc. and Powell Industries, 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.
Total Revenue: Total amount of money received from sales and other business activities