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FIX vs. BELFB
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FIX vs. BELFB - Performance Comparison

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

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Returns By Period

In the year-to-date period, FIX achieves a 101.37% return, which is significantly higher than BELFB's 73.36% return. Over the past 10 years, FIX has outperformed BELFB with an annualized return of 51.27%, while BELFB has yielded a comparatively lower 34.34% annualized return.


FIX

1D
1.85%
1M
-7.68%
YTD
101.37%
6M
94.15%
1Y
275.43%
3Y*
128.82%
5Y*
86.97%
10Y*
51.27%

BELFB

1D
-0.90%
1M
10.10%
YTD
73.36%
6M
69.86%
1Y
240.77%
3Y*
72.41%
5Y*
84.50%
10Y*
34.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FIX vs. BELFB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FIX
Comfort Systems USA, Inc.
101.37%120.86%106.89%79.62%16.98%88.98%6.73%15.07%0.73%32.13%
BELFB
Bel Fuse Inc.
73.36%106.32%24.03%104.19%158.73%-12.33%-24.84%13.09%-25.89%-17.68%

Correlation

The correlation between FIX and BELFB is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.50

Correlation (3Y)
Calculated over the trailing 3-year period

0.51

Correlation (5Y)
Calculated over the trailing 5-year period

0.48

Correlation (10Y)
Calculated over the trailing 10-year period

0.43

Correlation (All Time)
Calculated using the full available price history since Jul 10, 1998

0.36

The correlation between FIX and BELFB shifts across timeframes, from 0.36 (all time) to 0.51 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

FIX:

$66.19B

BELFB:

$621.54M

EPS

FIX:

$34.64

BELFB:

$7.60

PE Ratio

FIX:

54.21

BELFB:

38.65

PEG Ratio

FIX:

0.82

BELFB:

0.94

PS Ratio

FIX:

6.54

BELFB:

3.03

PB Ratio

FIX:

23.51

BELFB:

0.65

Total Revenue (TTM)

FIX:

$10.14B

BELFB:

$701.71M

Gross Profit (TTM)

FIX:

$2.55B

BELFB:

$275.20M

EBITDA (TTM)

FIX:

$1.70B

BELFB:

$135.78M

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Return for Risk

FIX vs. BELFB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIX
FIX Risk / Return Rank: 9999
Overall Rank
FIX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
FIX Sortino Ratio Rank: 9898
Sortino Ratio Rank
FIX Omega Ratio Rank: 9797
Omega Ratio Rank
FIX Calmar Ratio Rank: 9999
Calmar Ratio Rank
FIX Martin Ratio Rank: 9999
Martin Ratio Rank

BELFB
BELFB Risk / Return Rank: 9898
Overall Rank
BELFB Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
BELFB Sortino Ratio Rank: 9797
Sortino Ratio Rank
BELFB Omega Ratio Rank: 9696
Omega Ratio Rank
BELFB Calmar Ratio Rank: 9898
Calmar Ratio Rank
BELFB Martin Ratio Rank: 9999
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIX vs. BELFB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Comfort Systems USA, Inc. (FIX) and Bel Fuse Inc. (BELFB). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FIXBELFBDifference
Sharpe ratioReturn per unit of total volatility

+0.16

Sortino ratioReturn per unit of downside risk

+0.58

Omega ratioGain probability vs. loss probability

1.66

1.60

+0.06

Calmar ratioReturn relative to maximum drawdown

17.58

12.41

+5.18

Martin ratioReturn relative to average drawdown

59.47

36.02

+23.45

FIX vs. BELFB - Sharpe Ratio Comparison

The current FIX Sharpe Ratio is 5.13, which is comparable to the BELFB Sharpe Ratio of 4.97. The chart below compares the historical Sharpe Ratios of FIX and BELFB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FIX vs. BELFB - Drawdown Comparison

The maximum FIX drawdown since its inception was -93.36%, which is greater than BELFB's maximum drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for FIX and BELFB.


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Drawdown Indicators


FIXBELFBDifference

Max Drawdown

Largest peak-to-trough decline

-93.36%

-81.89%

-11.47%

Max Drawdown (1Y)

Largest decline over 1 year

-15.78%

-19.54%

+3.76%

Max Drawdown (3Y)

Largest decline over 3 years

-46.05%

-36.49%

-9.56%

Max Drawdown (5Y)

Largest decline over 5 years

-46.05%

-36.49%

-9.56%

Max Drawdown (10Y)

Largest decline over 10 years

-49.68%

-79.79%

+30.11%

Current Drawdown

Current decline from peak

-8.03%

-2.93%

-5.10%

Average Drawdown

Average peak-to-trough decline

-38.06%

-36.85%

-1.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.66%

6.72%

-2.06%

Volatility

FIX vs. BELFB - Volatility Comparison

Comfort Systems USA, Inc. (FIX) has a higher volatility of 15.34% compared to Bel Fuse Inc. (BELFB) at 14.25%. This indicates that FIX's price experiences larger fluctuations and is considered to be riskier than BELFB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FIXBELFBDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.34%

14.25%

+1.09%

Volatility (6M)

Calculated over the trailing 6-month period

38.30%

36.10%

+2.20%

Volatility (1Y)

Calculated over the trailing 1-year period

54.05%

48.91%

+5.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.66%

51.65%

-6.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.44%

58.40%

-15.96%

Dividends

FIX vs. BELFB - Dividend Comparison

FIX's dividend yield for the trailing twelve months is around 0.14%, more than BELFB's 0.10% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
FIX
Comfort Systems USA, Inc.
0.14%0.21%0.28%0.41%0.49%0.49%0.81%0.79%0.76%0.68%0.83%0.88%

Financials

FIX vs. BELFB - Financials Comparison

This section allows you to compare key financial metrics between Comfort Systems USA, Inc. and Bel Fuse 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


0.00500.00M1.00B1.50B2.00B2.50B3.00B20222023202420252026
2.87B
178.49M
(FIX) Total Revenue
(BELFB) Total Revenue
Values in USD except per share items

FIX vs. BELFB - Profitability Comparison

The chart below illustrates the profitability comparison between Comfort Systems USA, Inc. and Bel Fuse Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%25.0%30.0%35.0%40.0%20222023202420252026
26.3%
39.0%
Portfolio components
FIX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported a gross profit of 754.41M and revenue of 2.87B. Therefore, the gross margin over that period was 26.3%.

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%.

FIX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported an operating income of 485.72M and revenue of 2.87B, resulting in an operating margin of 17.0%.

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%.

FIX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported a net income of 370.38M and revenue of 2.87B, resulting in a net margin of 12.9%.

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%.


Frequently Asked Questions


FIX and BELFB have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FIX has higher volatility (15.34%) compared to BELFB (14.25%). In terms of maximum drawdown, FIX dropped -93.36% vs BELFB's -81.89%.

FIX currently has the higher Sharpe Ratio (5.13 vs 4.97), 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.

Portfolio Optimizer

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