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

Company Info

ISIN

US0773473006

CUSIP

077347300

Sector

Technology

IPO Date

Jul 10, 1998

Highlights

Market Cap

$984.95M

EPS (TTM)

$4.12

PE Ratio

18.28

Total Revenue (TTM)

$524.94M

Gross Profit (TTM)

$197.33M

EBITDA (TTM)

$86.43M

Year Range

$45.61 - $85.91

Target Price

$93.67

Short %

3.04%

Short Ratio

3.97

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.


Popular comparisons:
BELFB vs. LMB BELFB vs. PLPC BELFB vs. POWL BELFB vs. AMZN BELFB vs. VOO BELFB vs. TSM BELFB vs. COST
Popular comparisons:
BELFB vs. LMB BELFB vs. PLPC BELFB vs. POWL BELFB vs. AMZN BELFB vs. VOO BELFB vs. TSM BELFB vs. COST

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.


-10.00%0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
11.97%
11.50%
BELFB (Bel Fuse Inc.)
Benchmark (^GSPC)

Returns By Period

Bel Fuse Inc. had a return of 13.29% year-to-date (YTD) and 39.26% in the last 12 months. Over the past 10 years, Bel Fuse Inc. had an annualized return of 12.71%, outperforming the S&P 500 benchmark which had an annualized return of 11.13%.


BELFB

YTD

13.29%

1M

-9.84%

6M

11.97%

1Y

39.26%

5Y (annualized)

38.67%

10Y (annualized)

12.71%

^GSPC (Benchmark)

YTD

24.05%

1M

1.08%

6M

11.50%

1Y

30.38%

5Y (annualized)

13.77%

10Y (annualized)

11.13%

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
20240.25%-22.27%16.05%-2.52%16.14%-4.34%13.96%-8.67%15.75%-3.85%13.29%
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%158.74%
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%14.52%-1.48%-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%-15.81%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%-18.83%-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%
2013-4.36%-10.57%-6.30%-5.27%7.27%-14.82%16.93%15.02%-3.11%21.13%8.03%-6.25%10.89%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BELFB is 69, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of BELFB is 6969
Combined Rank
The Sharpe Ratio Rank of BELFB is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of BELFB is 6161
Sortino Ratio Rank
The Omega Ratio Rank of BELFB is 6969
Omega Ratio Rank
The Calmar Ratio Rank of BELFB is 8080
Calmar Ratio Rank
The Martin Ratio Rank of BELFB is 6868
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.


Sharpe ratio
The chart of Sharpe ratio for BELFB, currently valued at 0.80, compared to the broader market-4.00-2.000.002.004.000.802.46
The chart of Sortino ratio for BELFB, currently valued at 1.25, compared to the broader market-4.00-2.000.002.004.001.253.31
The chart of Omega ratio for BELFB, currently valued at 1.22, compared to the broader market0.501.001.502.001.221.46
The chart of Calmar ratio for BELFB, currently valued at 1.22, compared to the broader market0.002.004.006.001.223.55
The chart of Martin ratio for BELFB, currently valued at 3.00, compared to the broader market-10.000.0010.0020.0030.003.0015.76
BELFB
^GSPC

The current Bel Fuse Inc. Sharpe ratio is 0.80. 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 Ratio0.000.501.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
0.80
2.46
BELFB (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 $0.28 per share. The company has been increasing its dividends for 24 consecutive years.


0.50%1.00%1.50%2.00%$0.00$0.05$0.10$0.15$0.20$0.25$0.3020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
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

0.37%0.42%0.85%2.17%1.86%1.37%1.52%1.11%0.91%1.62%1.02%1.31%

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
2024$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$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
2013$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
5.0%10.0%15.0%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%5.4%
Bel Fuse Inc. has a payout ratio of 5.43%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-11.38%
-1.40%
BELFB (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 81.89%, occurring on Apr 23, 2020. Recovery took 635 trading sessions.

The current Bel Fuse Inc. drawdown is 11.38%.


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 current Bel Fuse Inc. volatility is 12.19%, 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%JuneJulyAugustSeptemberOctoberNovember
12.19%
4.07%
BELFB (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 assessment of the market value of Bel Fuse Inc. compared to its peers in the Electronic Components industry.


PE Ratio
100.0200.0300.018.3
The chart displays the price to earnings (P/E) ratio for BELFB in comparison to other companies of the Electronic Components industry. Currently, BELFB has a PE value of 18.3. This PE ratio falls in the average range for the industry.
PEG Ratio
0.02.04.06.08.00.0
The chart displays the price to earnings to growth (PEG) ratio for BELFB in comparison to other companies of the Electronic Components industry. Currently, BELFB 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



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