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

Company Info

ISINUS0773472016
CUSIP077347201
SectorTechnology
IndustryElectronic Components

Highlights

Market Cap$770.83M
EPS$5.52
PE Ratio12.76
Revenue (TTM)$639.81M
Gross Profit (TTM)$183.45M
EBITDA (TTM)$106.63M
Year Range$32.05 - $78.77
Target Price$23.00
Short %4.17%
Short Ratio5.86

Share Price Chart


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Bel Fuse Inc.

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.


1,500.00%2,000.00%2,500.00%3,000.00%OctoberNovemberDecember2024FebruaryMarch
2,625.53%
3,071.87%
BELFA (Bel Fuse Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Bel Fuse Inc. had a return of 8.08% year-to-date (YTD) and 112.34% in the last 12 months. Over the past 10 years, Bel Fuse Inc. had an annualized return of 18.95%, outperforming the S&P 500 benchmark which had an annualized return of 10.96%.


PeriodReturnBenchmark
Year-To-Date8.08%10.04%
1 month16.55%3.53%
6 months53.69%22.79%
1 year112.34%32.16%
5 years (annualized)32.34%13.15%
10 years (annualized)18.95%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20249.95%-16.20%
2023-5.13%-7.36%10.33%4.31%19.70%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Bel Fuse Inc. (BELFA) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BELFA
Bel Fuse Inc.
2.21
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Bel Fuse Inc. Sharpe ratio is 2.21. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.21
2.76
BELFA (Bel Fuse Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Bel Fuse Inc. granted a 0.34% dividend yield in the last twelve months. The annual payout for that period amounted to $0.24 per share.


PeriodTTM20232022202120202019201820172016201520142013
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

0.34%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.06$0.00
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
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
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
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
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
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
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
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
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
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
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

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.3%
Bel Fuse Inc. has a dividend yield of 0.34%, 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
200.0%400.0%600.0%800.0%3.7%
Bel Fuse Inc. has a payout ratio of 3.68%, 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.


-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-11.40%
0
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 11.40%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-89.86%Sep 19, 19841520Oct 24, 1990465Sep 14, 19921985
-83.6%Nov 7, 20004141Mar 19, 2020594Nov 14, 20224735
-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 10.29%, 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%OctoberNovemberDecember2024FebruaryMarch
10.29%
2.82%
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

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Income Statement


Income Statement
Balance Sheet
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Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

0.00

EBIT

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Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

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Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items