PortfoliosLab logoPortfoliosLab logo
POWL vs. BELFB
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

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.

Loading charts...

Returns By Period

In the year-to-date period, POWL achieves a 181.68% return, which is significantly higher than BELFB's 58.81% return. Over the past 10 years, POWL has outperformed BELFB with an annualized return of 41.44%, while BELFB has yielded a comparatively lower 32.62% annualized return.


POWL

1D
3.80%
1M
8.66%
YTD
181.68%
6M
178.43%
1Y
421.05%
3Y*
145.60%
5Y*
95.43%
10Y*
41.44%

BELFB

1D
-0.24%
1M
-5.07%
YTD
58.81%
6M
66.76%
1Y
277.48%
3Y*
72.94%
5Y*
79.43%
10Y*
32.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

POWL vs. BELFB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
POWL
Powell Industries, Inc.
181.68%44.49%152.21%155.62%24.34%3.60%-37.60%101.58%-9.92%-24.00%
BELFB
Bel Fuse Inc.
58.81%106.32%24.03%104.19%158.73%-12.33%-24.84%13.09%-25.89%-17.68%

Correlation

The correlation between POWL and BELFB is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.40

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

0.39

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

0.37

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

0.37

Correlation (All Time)
Calculated using the full available price history since Jul 13, 1998

0.32

Fundamentals

Market Cap

POWL:

$10.93B

BELFB:

$569.40M

EPS

POWL:

$5.12

BELFB:

$7.60

PE Ratio

POWL:

58.43

BELFB:

35.41

PEG Ratio

POWL:

0.09

BELFB:

0.86

PS Ratio

POWL:

9.65

BELFB:

2.78

PB Ratio

POWL:

15.41

BELFB:

0.60

Total Revenue (TTM)

POWL:

$1.13B

BELFB:

$701.71M

Gross Profit (TTM)

POWL:

$340.78M

BELFB:

$275.20M

EBITDA (TTM)

POWL:

$236.11M

BELFB:

$135.78M

Compare stocks, funds, or ETFs

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


Return for Risk

POWL vs. BELFB — Risk / Return Rank

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

POWL
POWL Risk / Return Rank: 9898
Overall Rank
POWL Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
POWL Sortino Ratio Rank: 9898
Sortino Ratio Rank
POWL Omega Ratio Rank: 9797
Omega Ratio Rank
POWL Calmar Ratio Rank: 9999
Calmar Ratio Rank
POWL 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: 9797
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.

POWL vs. BELFB - Risk-Adjusted Trends 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.


POWLBELFBDifference

Sharpe ratio

Return per unit of total volatility

7.27

5.83

+1.44

Sortino ratio

Return per unit of downside risk

5.38

4.75

+0.64

Omega ratio

Gain probability vs. loss probability

1.67

1.67

+0.01

Calmar ratio

Return relative to maximum drawdown

13.94

13.58

+0.36

Martin ratio

Return relative to average drawdown

45.01

40.48

+4.53

POWL vs. BELFB - Sharpe Ratio Comparison

The current POWL Sharpe Ratio is 7.27, which is comparable to the BELFB Sharpe Ratio of 5.83. The chart below compares the historical Sharpe Ratios of POWL 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.


Loading charts...

Sharpe Ratios by Period


POWLBELFBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

7.27

5.83

+1.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.50

1.55

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

0.56

+0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.25

+0.03

Drawdowns

POWL vs. BELFB - Drawdown Comparison

The maximum POWL drawdown since its inception was -73.10%, 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.


Loading charts...

Drawdown Indicators


POWLBELFBDifference

Max Drawdown

Largest peak-to-trough decline

-73.10%

-81.89%

+8.79%

Max Drawdown (1Y)

Largest decline over 1 year

-30.88%

-19.54%

-11.34%

Max Drawdown (3Y)

Largest decline over 3 years

-55.76%

-36.49%

-19.27%

Max Drawdown (5Y)

Largest decline over 5 years

-55.76%

-36.49%

-19.27%

Max Drawdown (10Y)

Largest decline over 10 years

-68.85%

-79.79%

+10.94%

Current Drawdown

Current decline from peak

-7.10%

-11.07%

+3.97%

Average Drawdown

Average peak-to-trough decline

-36.12%

-36.89%

+0.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.56%

6.56%

+3.00%

Volatility

POWL vs. BELFB - Volatility Comparison

Powell Industries, Inc. (POWL) has a higher volatility of 19.76% compared to Bel Fuse Inc. (BELFB) at 15.48%. 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.


Loading charts...

Volatility by Period


POWLBELFBDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.76%

15.48%

+4.28%

Volatility (6M)

Calculated over the trailing 6-month period

42.59%

35.05%

+7.54%

Volatility (1Y)

Calculated over the trailing 1-year period

58.37%

48.05%

+10.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

64.06%

51.46%

+12.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

54.67%

58.32%

-3.65%

Dividends

POWL vs. BELFB - Dividend Comparison

POWL's dividend yield for the trailing twelve months is around 0.12%, 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%
POWL
Powell Industries, Inc.
0.12%0.34%0.48%1.19%2.96%3.53%3.53%2.12%4.16%3.63%2.67%4.00%

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


100.00M150.00M200.00M250.00M300.00M20222023202420252026
296.62M
178.49M
(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%20222023202420252026
29.7%
39.0%
Portfolio components
POWL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Powell Industries, Inc. reported a gross profit of 87.94M and revenue of 296.62M. Therefore, the gross margin over that period was 29.7%.

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%.

POWL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Powell Industries, Inc. reported an operating income of 57.58M and revenue of 296.62M, resulting in an operating margin of 19.4%.

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%.

POWL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Powell Industries, Inc. reported a net income of 45.89M and revenue of 296.62M, resulting in a net margin of 15.5%.

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


POWL and BELFB have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

POWL has higher volatility (19.76%) compared to BELFB (15.48%). In terms of maximum drawdown, POWL dropped -73.10% vs BELFB's -81.89%.

POWL currently has the higher Sharpe Ratio (7.27 vs 5.83), 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

Find the right allocation for POWL and BELFB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer