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Bel Fuse Inc. (BELFB)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0773473006

CUSIP

077347300

IPO Date

Jul 10, 1998

Highlights

Market Cap

$916.77M

EPS (TTM)

$3.27

PE Ratio

22.23

PEG Ratio

0.92

Total Revenue (TTM)

$558.94M

Gross Profit (TTM)

$213.10M

EBITDA (TTM)

$92.21M

Year Range

$57.94 - $92.44

Target Price

$101.00

Short %

5.69%

Short Ratio

6.13

Share Price Chart


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Compare to other instruments

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


Performance

Performance Chart


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Returns By Period

Bel Fuse Inc. (BELFB) returned -11.68% year-to-date (YTD) and 17.55% over the past 12 months. Over the past 10 years, BELFB delivered an annualized return of 14.41%, outperforming the S&P 500 benchmark at 10.46%.


BELFB

YTD

-11.68%

1M

8.99%

6M

-10.93%

1Y

17.55%

5Y*

52.04%

10Y*

14.41%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

The table below presents the monthly returns of BELFB, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.57%3.46%-10.79%-12.06%10.54%-11.68%
20240.25%-22.27%16.05%-2.52%16.14%-4.34%13.96%-8.67%15.75%-3.85%6.31%2.86%24.03%
202320.05%-9.94%5.80%8.33%21.07%16.71%-6.43%-2.52%-8.76%13.70%-0.15%23.42%104.19%
2022-3.46%26.81%13.27%-8.18%-1.23%-3.41%59.58%14.92%-11.15%28.69%6.26%-4.41%158.73%
2021-2.58%21.74%12.06%0.58%-17.31%-12.62%-4.79%3.52%-11.97%12.63%-13.51%7.39%-12.33%
2020-15.23%-33.95%-14.86%-22.80%25.60%14.51%14.51%-1.47%-11.15%10.36%25.19%2.52%-24.84%
201925.77%5.94%3.39%-5.99%-27.09%-0.64%-3.54%-33.29%36.64%-1.63%12.64%23.72%13.09%
2018-18.13%-15.82%9.25%2.76%-0.26%8.29%8.01%27.33%-7.50%-16.73%2.32%-18.17%-25.88%
20173.14%-17.92%-2.11%-4.99%-0.83%2.92%2.51%0.99%22.35%3.91%-17.00%-6.24%-17.70%
2016-11.87%-2.11%-1.68%14.69%8.52%-1.66%15.65%12.10%5.09%-0.92%22.85%5.46%81.59%
2015-13.73%-18.84%-0.31%8.31%9.11%-8.39%7.94%-20.02%10.08%-6.93%14.92%-16.55%-35.91%
2014-9.75%-0.89%15.26%-0.34%26.10%-6.45%-7.64%-0.42%5.10%14.70%-6.40%3.25%29.89%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BELFB is 68, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BELFB is 6868
Overall Rank
The Sharpe Ratio Rank of BELFB is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of BELFB is 6565
Sortino Ratio Rank
The Omega Ratio Rank of BELFB is 6363
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.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Bel Fuse Inc. (BELFB) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Bel Fuse Inc. Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: 0.37
  • 5-Year: 0.87
  • 10-Year: 0.25
  • All Time: 0.16

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Bel Fuse Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Bel Fuse Inc. provided a 0.39% dividend yield over the last twelve months, with an annual payout of $0.28 per share. The company has been increasing its dividends for 25 consecutive years, earning it the status of a dividend aristocrat.


0.50%1.00%1.50%2.00%$0.00$0.05$0.10$0.15$0.20$0.25$0.3020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28

Dividend yield

0.39%0.34%0.42%0.85%2.17%1.86%1.37%1.52%1.11%0.91%1.62%1.02%

Monthly Dividends

The table displays the monthly dividend distributions for Bel Fuse Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.07$0.00$0.00$0.07$0.00$0.14
2024$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.28
2023$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.28
2022$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.28
2021$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.28
2020$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.28
2019$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.28
2018$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.28
2017$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.28
2016$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.28
2015$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.28
2014$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.28

Dividend Yield & Payout


Dividend Yield

Bel Fuse Inc. has a dividend yield of 0.39%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Bel Fuse Inc. has a payout ratio of 5.18%, which is below the market average. This means Bel Fuse Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Bel Fuse Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bel Fuse Inc. was 81.89%, occurring on Apr 23, 2020. Recovery took 635 trading sessions.

The current Bel Fuse Inc. drawdown is 20.27%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.89%Nov 7, 20004894Apr 23, 2020635Oct 28, 20225529
-49.34%Dec 14, 199987Apr 17, 200091Aug 25, 2000178
-45%Jul 14, 199862Oct 8, 199810Oct 22, 199872
-36.49%Jul 19, 202370Oct 25, 202334Dec 13, 2023104
-34.41%Mar 2, 199984Jun 29, 199992Nov 8, 1999176

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Bel Fuse Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Bel Fuse Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 22.0% positive surprise.


-0.500.000.501.001.502.0020212022202320242025
1.35
1.11
Actual
Estimate

Valuation

The Valuation section provides an overview of how Bel Fuse Inc. is priced in the market compared to other companies in the Electronic Components industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BELFB, comparing it with other companies in the Electronic Components industry. Currently, BELFB has a P/E ratio of 22.2. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BELFB compared to other companies in the Electronic Components industry. BELFB currently has a PEG ratio of 0.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BELFB relative to other companies in the Electronic Components industry. Currently, BELFB has a P/S ratio of 1.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BELFB in comparison with other companies in the Electronic Components industry. Currently, BELFB has a P/B value of 2.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items