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

Correlation

The correlation between POWL and BELFB is 0.40, 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

POWL vs. BELFB - Performance Comparison

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

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Key characteristics

Sharpe Ratio

POWL:

0.15

BELFB:

0.33

Sortino Ratio

POWL:

0.92

BELFB:

0.99

Omega Ratio

POWL:

1.11

BELFB:

1.13

Calmar Ratio

POWL:

0.28

BELFB:

0.64

Martin Ratio

POWL:

0.49

BELFB:

1.71

Ulcer Index

POWL:

31.89%

BELFB:

12.44%

Daily Std Dev

POWL:

82.38%

BELFB:

47.12%

Max Drawdown

POWL:

-73.09%

BELFB:

-81.89%

Current Drawdown

POWL:

-47.91%

BELFB:

-16.45%

Fundamentals

Market Cap

POWL:

$2.21B

BELFB:

$973.34M

EPS

POWL:

$14.67

BELFB:

$3.20

PE Ratio

POWL:

12.49

BELFB:

23.81

PEG Ratio

POWL:

0.93

BELFB:

1.04

PS Ratio

POWL:

2.04

BELFB:

1.74

PB Ratio

POWL:

3.96

BELFB:

2.62

Total Revenue (TTM)

POWL:

$1.08B

BELFB:

$558.94M

Gross Profit (TTM)

POWL:

$305.13M

BELFB:

$213.10M

EBITDA (TTM)

POWL:

$214.87M

BELFB:

$92.21M

Returns By Period

In the year-to-date period, POWL achieves a -17.25% return, which is significantly lower than BELFB's -7.44% return. Over the past 10 years, POWL has outperformed BELFB with an annualized return of 20.81%, while BELFB has yielded a comparatively lower 14.37% annualized return.


POWL

YTD

-17.25%

1M

9.53%

6M

-34.10%

1Y

16.28%

5Y*

51.10%

10Y*

20.81%

BELFB

YTD

-7.44%

1M

8.50%

6M

2.39%

1Y

17.46%

5Y*

52.75%

10Y*

14.37%

*Annualized

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Risk-Adjusted Performance

POWL vs. BELFB — Risk-Adjusted Performance Rank

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

POWL
The Risk-Adjusted Performance Rank of POWL is 6060
Overall Rank
The Sharpe Ratio Rank of POWL is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of POWL is 6363
Sortino Ratio Rank
The Omega Ratio Rank of POWL is 6060
Omega Ratio Rank
The Calmar Ratio Rank of POWL is 6464
Calmar Ratio Rank
The Martin Ratio Rank of POWL is 5757
Martin Ratio Rank

BELFB
The Risk-Adjusted Performance Rank of BELFB is 6868
Overall Rank
The Sharpe Ratio Rank of BELFB is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of BELFB is 6565
Sortino Ratio Rank
The Omega Ratio Rank of BELFB is 6464
Omega Ratio Rank
The Calmar Ratio Rank of BELFB is 7676
Calmar Ratio Rank
The Martin Ratio Rank of BELFB is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

POWL vs. BELFB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Powell Industries, Inc. (POWL) 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.


The current POWL Sharpe Ratio is 0.15, which is lower than the BELFB Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of POWL and BELFB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

POWL vs. BELFB - Dividend Comparison

POWL's dividend yield for the trailing twelve months is around 0.44%, more than BELFB's 0.37% yield.


TTM20242023202220212020201920182017201620152014
POWL
Powell Industries, Inc.
0.44%0.48%1.19%2.96%3.53%3.53%2.12%4.16%3.63%2.67%4.00%2.06%
BELFB
Bel Fuse Inc.
0.37%0.34%0.42%0.85%2.17%1.86%1.37%1.52%1.11%0.91%1.62%1.02%

Drawdowns

POWL vs. BELFB - Drawdown Comparison

The maximum POWL drawdown since its inception was -73.09%, smaller than the maximum BELFB drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for POWL and BELFB. For additional features, visit the drawdowns tool.


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Volatility

POWL vs. BELFB - Volatility Comparison

Powell Industries, Inc. (POWL) has a higher volatility of 18.06% compared to Bel Fuse Inc. (BELFB) at 14.20%. This indicates that POWL'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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Financials

POWL vs. BELFB - Financials Comparison

This section allows you to compare key financial metrics between Powell Industries, 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


100.00M150.00M200.00M250.00M300.00M20212022202320242025
278.63M
152.24M
(POWL) Total Revenue
(BELFB) Total Revenue
Values in USD except per share items

POWL vs. BELFB - Profitability Comparison

The chart below illustrates the profitability comparison between Powell Industries, 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

15.0%20.0%25.0%30.0%35.0%40.0%20212022202320242025
29.9%
38.6%
(POWL) Gross Margin
(BELFB) Gross Margin
POWL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Powell Industries, Inc. reported a gross profit of 83.43M and revenue of 278.63M. Therefore, the gross margin over that period was 29.9%.

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%.

POWL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Powell Industries, Inc. reported an operating income of 58.92M and revenue of 278.63M, resulting in an operating margin of 21.2%.

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%.

POWL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Powell Industries, Inc. reported a net income of 46.33M and revenue of 278.63M, resulting in a net margin of 16.6%.

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%.