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

Company Info

ISIN

US0773472016

CUSIP

077347201

IPO Date

Sep 7, 1984

Highlights

Market Cap

$862.50M

EPS (TTM)

$3.27

PE Ratio

19.49

PEG Ratio

0.80

Total Revenue (TTM)

$558.94M

Gross Profit (TTM)

$213.10M

EBITDA (TTM)

$92.21M

Year Range

$53.90 - $106.76

Target Price

$113.00

Short %

1.78%

Short Ratio

6.14

Share Price Chart


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Compare to other instruments

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Bel Fuse Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%December2025FebruaryMarchAprilMay
1,058.85%
3,343.40%
BELFA (Bel Fuse Inc.)
Benchmark (^GSPC)

Returns By Period

Bel Fuse Inc. (BELFA) returned -27.94% year-to-date (YTD) and -9.79% over the past 12 months. Over the past 10 years, BELFA delivered an annualized return of 15.79%, outperforming the S&P 500 benchmark at 10.45%.


BELFA

YTD

-27.94%

1M

-4.61%

6M

-37.13%

1Y

-9.79%

5Y*

54.61%

10Y*

15.79%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-8.23%-1.33%-11.59%-14.72%5.55%-27.94%
20249.95%-16.20%19.01%-1.06%22.73%-5.82%15.95%-8.10%15.40%1.99%-4.63%-6.81%39.80%
202325.58%-7.63%-2.55%17.43%6.41%28.01%-7.75%-5.13%-7.36%10.33%4.31%19.70%101.97%
20227.08%14.69%14.44%4.27%-1.42%-0.14%38.31%9.24%-13.73%4.97%13.90%-3.48%116.99%
20213.41%22.10%11.56%1.86%-10.05%-16.58%9.26%1.88%-7.82%2.89%-8.90%10.87%14.81%
2020-11.72%-27.72%-26.50%-1.26%46.28%-7.73%21.51%-10.33%7.93%-1.94%22.94%-5.41%-16.20%
201947.05%6.23%0.14%-3.41%-28.78%3.75%1.60%-34.74%36.82%-1.47%0.30%19.56%19.66%
2018-11.62%-18.10%8.06%3.82%9.26%8.58%0.83%20.36%-14.74%-15.81%-3.26%-21.43%-36.21%
2017-0.01%-14.85%5.46%-7.28%2.30%-3.46%6.57%-0.77%24.56%4.15%-19.00%-4.67%-12.91%
2016-9.63%-7.13%11.43%15.18%-2.30%2.48%11.44%11.38%3.97%-3.44%22.58%6.43%75.34%
2015-13.51%-6.18%-5.77%9.33%8.12%-9.97%-0.53%-22.75%11.03%-2.66%12.39%-18.56%-38.14%
2014-3.09%-1.44%4.43%5.63%26.62%-4.54%-6.00%-2.04%7.39%3.63%-2.59%-1.76%24.90%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BELFA is 39, 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 BELFA is 3939
Overall Rank
The Sharpe Ratio Rank of BELFA is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of BELFA is 3737
Sortino Ratio Rank
The Omega Ratio Rank of BELFA is 3737
Omega Ratio Rank
The Calmar Ratio Rank of BELFA is 3838
Calmar Ratio Rank
The Martin Ratio Rank of BELFA is 4141
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. (BELFA) 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 10, 2025 (values are recalculated daily):

  • 1-Year: -0.22
  • 5-Year: 0.95
  • 10-Year: 0.24
  • All Time: 0.11

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.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
-0.22
0.44
BELFA (Bel Fuse Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Bel Fuse Inc. provided a 0.37% dividend yield over the last twelve months, with an annual payout of $0.24 per share. The company has been increasing its dividends for 21 consecutive years.


0.50%1.00%1.50%2.00%$0.00$0.05$0.10$0.15$0.2020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24

Dividend yield

0.37%0.27%0.37%0.75%1.60%1.81%1.48%1.75%1.10%0.95%1.64%1.00%

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$0.06$0.00$0.00$0.06$0.00$0.12
2024$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.24
2023$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.24
2022$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.24
2021$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.24
2020$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.24
2019$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.24
2018$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.24
2017$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.24
2016$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.24
2015$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.24
2014$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.24

Dividend Yield & Payout


Dividend Yield

Bel Fuse Inc. has a dividend yield of 0.37%, 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 4.56%, 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.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-38.18%
-7.88%
BELFA (Bel Fuse Inc.)
Benchmark (^GSPC)

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 89.86%, occurring on Oct 24, 1990. Recovery took 465 trading sessions.

The current Bel Fuse Inc. drawdown is 38.18%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-89.86%Sep 19, 19841520Oct 24, 1990465Sep 14, 19921985
-83.6%Nov 7, 20004141Mar 19, 2020595Nov 14, 20224736
-73.21%Nov 25, 1992360Apr 29, 1994498Apr 22, 1996858
-64.71%May 5, 1998110Oct 8, 199850Dec 18, 1998160
-61.49%Apr 23, 199668Jul 29, 1996326Nov 11, 1997394

Volatility

Volatility Chart

The current Bel Fuse Inc. volatility is 14.22%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%December2025FebruaryMarchAprilMay
14.22%
6.82%
BELFA (Bel Fuse Inc.)
Benchmark (^GSPC)

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 29.3% positive surprise.


0.000.501.001.502.0020212022202320242025
1.28
0.99
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 BELFA, comparing it with other companies in the Electronic Components industry. Currently, BELFA has a P/E ratio of 19.5. 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 BELFA compared to other companies in the Electronic Components industry. BELFA currently has a PEG ratio of 0.8. 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 BELFA relative to other companies in the Electronic Components industry. Currently, BELFA has a P/S ratio of 1.5. 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 BELFA in comparison with other companies in the Electronic Components industry. Currently, BELFA has a P/B value of 2.2. 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