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

Company Info

ISIN

US0773472016

CUSIP

077347201

Sector

Technology

IPO Date

Sep 7, 1984

Highlights

Market Cap

$865.53M

EPS (TTM)

$3.10

PE Ratio

20.88

PEG Ratio

0.79

Total Revenue (TTM)

$406.70M

Gross Profit (TTM)

$154.28M

EBITDA (TTM)

$57.59M

Year Range

$53.90 - $106.76

Target Price

$113.00

Short %

2.47%

Short Ratio

5.78

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

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%NovemberDecember2025FebruaryMarchApril
1,222.62%
3,029.49%
BELFA (Bel Fuse Inc.)
Benchmark (^GSPC)

Returns By Period

Bel Fuse Inc. had a return of -28.04% year-to-date (YTD) and -6.54% in the last 12 months. Over the past 10 years, Bel Fuse Inc. had an annualized return of 16.98%, outperforming the S&P 500 benchmark which had an annualized return of 9.77%.


BELFA

YTD

-28.04%

1M

-13.03%

6M

-38.26%

1Y

-6.54%

5Y*

55.55%

10Y*

16.98%

^GSPC (Benchmark)

YTD

-10.30%

1M

-7.04%

6M

-9.70%

1Y

4.44%

5Y*

12.96%

10Y*

9.77%

*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%-10.11%-28.04%
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%-1.93%22.94%-5.41%-16.19%
201947.05%6.23%0.14%-3.41%-28.78%3.75%1.60%-34.74%36.82%-1.47%0.30%19.56%19.67%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BELFA is 45, 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 4545
Overall Rank
The Sharpe Ratio Rank of BELFA is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of BELFA is 4343
Sortino Ratio Rank
The Omega Ratio Rank of BELFA is 4242
Omega Ratio Rank
The Calmar Ratio Rank of BELFA is 4545
Calmar Ratio Rank
The Martin Ratio Rank of BELFA is 4646
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.


Sharpe ratio
The chart of Sharpe ratio for BELFA, currently valued at -0.16, compared to the broader market-2.00-1.000.001.002.003.00
BELFA: -0.16
^GSPC: 0.22
The chart of Sortino ratio for BELFA, currently valued at 0.07, compared to the broader market-6.00-4.00-2.000.002.004.00
BELFA: 0.07
^GSPC: 0.44
The chart of Omega ratio for BELFA, currently valued at 1.01, compared to the broader market0.501.001.502.00
BELFA: 1.01
^GSPC: 1.06
The chart of Calmar ratio for BELFA, currently valued at -0.16, compared to the broader market0.001.002.003.004.00
BELFA: -0.16
^GSPC: 0.22
The chart of Martin ratio for BELFA, currently valued at -0.45, compared to the broader market-5.000.005.0010.0015.0020.00
BELFA: -0.45
^GSPC: 1.02

The current Bel Fuse Inc. Sharpe ratio is -0.16. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Bel Fuse Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
-0.16
0.22
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$0.12
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
5.0%10.0%15.0%20.0%25.0%
BELFA: 0.4%
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
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
BELFA: 4.6%
Bel Fuse Inc. has a payout ratio of 4.58%, 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%NovemberDecember2025FebruaryMarchApril
-38.26%
-14.13%
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 89.23%, occurring on Nov 16, 1990. Recovery took 421 trading sessions.

The current Bel Fuse Inc. drawdown is 38.26%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-89.23%Jun 26, 1987842Nov 16, 1990421Aug 5, 19921263
-83.6%Nov 7, 20004172Mar 19, 2020655Nov 14, 20224827
-73.21%Nov 25, 1992360Apr 29, 1994498Apr 22, 1996858
-68.51%May 5, 1998110Oct 8, 199858Dec 31, 1998168
-61.49%Apr 23, 199668Jul 29, 1996326Nov 11, 1997394

Volatility

Volatility Chart

The current Bel Fuse Inc. volatility is 23.54%, 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%NovemberDecember2025FebruaryMarchApril
23.54%
13.66%
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

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
20.040.060.080.0100.0
BELFA: 20.9
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 20.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
BELFA: 0.8
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
2.04.06.08.010.0
BELFA: 1.6
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 1.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
BELFA: 2.3
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 2.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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



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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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