Bel Fuse Inc. (BELFA)
Company Info
| ISIN | US0773472016 |
|---|---|
| CUSIP | 077347201 |
| Sector | Technology |
| Industry | Electronic Components |
| IPO Date | Sep 7, 1984 |
Highlights
| Market Cap | $1.08B |
|---|---|
| EPS (TTM) | $4.12 |
| PE Ratio | 24.92 |
| Total Revenue (TTM) | $524.94M |
| Gross Profit (TTM) | $197.33M |
| EBITDA (TTM) | $73.88M |
| Year Range | $50.89 - $106.93 |
| Target Price | $23.00 |
| Short % | 10.54% |
| Short Ratio | 10.47 |
Share Price Chart
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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.
Returns By Period
Bel Fuse Inc. had a return of 59.32% year-to-date (YTD) and 101.34% in the last 12 months. Over the past 10 years, Bel Fuse Inc. had an annualized return of 19.23%, outperforming the S&P 500 benchmark which had an annualized return of 11.43%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 59.32% | 25.82% |
| 1 month | -0.80% | 3.20% |
| 6 months | 44.88% | 14.94% |
| 1 year | 101.34% | 35.92% |
| 5 years (annualized) | 51.34% | 14.22% |
| 10 years (annualized) | 19.23% | 11.43% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 9.95% | -16.20% | 19.01% | -1.06% | 22.73% | -5.82% | 15.95% | -8.10% | 15.40% | 1.99% | 59.32% | ||
| 2023 | 25.58% | -7.63% | -2.55% | 17.43% | 6.41% | 28.01% | -7.75% | -5.13% | -7.36% | 10.33% | 4.31% | 19.70% | 101.97% |
| 2022 | 7.08% | 14.69% | 14.44% | 4.27% | -1.42% | -0.14% | 38.31% | 9.24% | -13.73% | 4.97% | 13.90% | -3.48% | 116.99% |
| 2021 | 3.41% | 22.10% | 11.56% | 1.86% | -10.05% | -16.58% | 9.26% | 1.88% | -7.82% | 2.89% | -8.89% | 10.87% | 14.81% |
| 2020 | -11.72% | -27.72% | -26.51% | -1.26% | 46.28% | -7.73% | 21.51% | -10.33% | 7.93% | -1.93% | 22.94% | -5.41% | -16.19% |
| 2019 | 47.05% | 6.23% | 0.14% | -3.41% | -28.78% | 3.75% | 1.60% | -34.74% | 36.82% | -1.47% | 0.30% | 19.56% | 19.67% |
| 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% |
| 2013 | -4.55% | -8.41% | -8.18% | -5.02% | 9.58% | -2.10% | 1.71% | 19.82% | 1.94% | 18.82% | 6.73% | -11.19% | 14.43% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BELFA is 91, placing it in the top 9% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
Bel Fuse Inc. provided a 0.23% dividend yield over the last twelve months, with an annual payout of $0.24 per share. The company has been increasing its dividends for 20 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0.23% | 0.37% | 0.75% | 1.60% | 1.81% | 1.48% | 1.75% | 1.10% | 0.95% | 1.64% | 1.00% | 1.23% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $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 |
| 2013 | $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
Payout Ratio
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.
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 89.23%, occurring on Oct 24, 1990. Recovery took 438 trading sessions.
The current Bel Fuse Inc. drawdown is 2.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -89.23% | Jun 26, 1987 | 825 | Oct 24, 1990 | 438 | Aug 5, 1992 | 1263 |
| -83.6% | Nov 7, 2000 | 4172 | Mar 19, 2020 | 655 | Nov 14, 2022 | 4827 |
| -73.21% | Nov 25, 1992 | 360 | Apr 29, 1994 | 498 | Apr 22, 1996 | 858 |
| -68.51% | May 5, 1998 | 110 | Oct 8, 1998 | 58 | Dec 31, 1998 | 168 |
| -61.49% | Apr 23, 1996 | 68 | Jul 29, 1996 | 326 | Nov 11, 1997 | 394 |
Volatility
Volatility Chart
The current Bel Fuse Inc. volatility is 6.78%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Bel Fuse Inc. compared to its peers in the Electronic Components industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for BELFA in comparison to other companies of the Electronic Components industry. Currently, BELFA has a PE value of 24.9. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for BELFA in comparison to other companies of the Electronic Components industry. Currently, BELFA has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Bel Fuse Inc..
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Income Statement
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