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

Correlation

The correlation between POWL and BELFB is 0.32, 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.


-0.50.00.51.00.3

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.

500.00%1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%4,000.00%JulyAugustSeptemberOctoberNovemberDecember
2,596.03%
1,087.41%
POWL
BELFB

Key characteristics

Sharpe Ratio

POWL:

1.89

BELFB:

0.68

Sortino Ratio

POWL:

3.01

BELFB:

1.13

Omega Ratio

POWL:

1.36

BELFB:

1.19

Calmar Ratio

POWL:

4.70

BELFB:

1.05

Martin Ratio

POWL:

9.18

BELFB:

2.57

Ulcer Index

POWL:

18.83%

BELFB:

13.28%

Daily Std Dev

POWL:

91.21%

BELFB:

50.05%

Max Drawdown

POWL:

-73.09%

BELFB:

-81.89%

Current Drawdown

POWL:

-30.18%

BELFB:

-8.30%

Fundamentals

Market Cap

POWL:

$2.90B

BELFB:

$1.17B

EPS

POWL:

$12.30

BELFB:

$4.12

PE Ratio

POWL:

19.61

BELFB:

22.17

PEG Ratio

POWL:

1.32

BELFB:

0.00

Total Revenue (TTM)

POWL:

$1.01B

BELFB:

$524.94M

Gross Profit (TTM)

POWL:

$273.09M

BELFB:

$197.33M

EBITDA (TTM)

POWL:

$185.64M

BELFB:

$86.43M

Returns By Period

In the year-to-date period, POWL achieves a 179.69% return, which is significantly higher than BELFB's 26.00% return. Over the past 10 years, POWL has outperformed BELFB with an annualized return of 20.68%, while BELFB has yielded a comparatively lower 13.64% annualized return.


POWL

YTD

179.69%

1M

-6.12%

6M

60.06%

1Y

173.72%

5Y*

41.40%

10Y*

20.68%

BELFB

YTD

26.00%

1M

11.22%

6M

32.43%

1Y

32.43%

5Y*

35.00%

10Y*

13.64%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for POWL, currently valued at 1.89, compared to the broader market-4.00-2.000.002.001.890.68
The chart of Sortino ratio for POWL, currently valued at 3.01, compared to the broader market-4.00-2.000.002.004.003.011.13
The chart of Omega ratio for POWL, currently valued at 1.36, compared to the broader market0.501.001.502.001.361.19
The chart of Calmar ratio for POWL, currently valued at 4.70, compared to the broader market0.002.004.006.004.701.05
The chart of Martin ratio for POWL, currently valued at 9.18, compared to the broader market-5.000.005.0010.0015.0020.0025.009.182.57
POWL
BELFB

The current POWL Sharpe Ratio is 1.89, which is higher than the BELFB Sharpe Ratio of 0.68. 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.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.89
0.68
POWL
BELFB

Dividends

POWL vs. BELFB - Dividend Comparison

POWL's dividend yield for the trailing twelve months is around 0.43%, more than BELFB's 0.33% yield.


TTM20232022202120202019201820172016201520142013
POWL
Powell Industries, Inc.
0.43%1.19%2.96%3.53%3.53%2.12%4.16%3.63%2.67%4.00%2.06%0.37%
BELFB
Bel Fuse Inc.
0.33%0.42%0.85%2.17%1.86%1.37%1.52%1.11%0.91%1.62%1.02%1.31%

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.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-30.18%
-8.30%
POWL
BELFB

Volatility

POWL vs. BELFB - Volatility Comparison

Powell Industries, Inc. (POWL) has a higher volatility of 21.63% compared to Bel Fuse Inc. (BELFB) at 11.56%. 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.


10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
21.63%
11.56%
POWL
BELFB

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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