PortfoliosLab logoPortfoliosLab logo
ISIN
US0773473006
CUSIP
077347300
IPO Date
Jul 10, 1998

Highlights

Market Cap
$3.29B
Enterprise Value
$3.03B
EPS (TTM)
$5.45
PE Ratio
49.92
PEG Ratio
1.21
Total Revenue (TTM)
$744.09M
Gross Profit (TTM)
$294.08M
EBITDA (TTM)
$100.21M
Year Range
$124.42 - $335.29
Target Price
$294.75
ROA (TTM)
4.24%
ROE (TTM)
4.24%
Avg. Volume (1M)
311K
Avg. Volume Value (1M)
$82.65M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

BELFB Performance Chart

Bel Fuse Inc. (BELFB) is up 60.5% since the beginning of the year. At $272 per share, BELFB is trading 18.9% below its 52-week high of $335. Investors who bought $1,000 worth of BELFB shares 5 years ago would now be looking at an investment worth $20,687.


Loading charts...

Benchmark

Compare this symbol against anything

Returns By Period

Bel Fuse Inc. (BELFB) has returned 60.48% so far this year and 113.61% over the past 12 months. Looking at the last ten years, BELFB has achieved an annualized return of 31.08%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.


Bel Fuse Inc.

1D
7.32%
1M
1.91%
6M
35.25%
YTD
60.48%
1Y
113.61%
3Y*
72.95%
5Y*
83.29%
10Y*
31.08%
ALL TIME*
13.76%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BELFB Monthly Returns History

Based on dividend-adjusted daily data since Jul 10, 1998, BELFB's average daily return is +0.11%, while the average monthly return is +2.06%. At this rate, an investment would double in approximately 2.8 years.

Historically, 53% of months were positive and 47% were negative. The best month was Jul 2022 with a return of +59.6%, while the worst month was Feb 2009 at -38.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BELFB closed higher 50% of trading days. The best single day was May 1, 2020 with a return of +33.9%, while the worst single day was Feb 22, 2024 at -28.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202618.65%14.18%-13.81%39.37%-0.48%21.32%-18.32%60.48%
2025-1.57%3.46%-10.79%-12.06%12.21%32.37%33.21%3.48%4.80%9.25%0.03%10.13%106.32%
20240.25%-22.27%16.05%-2.52%16.14%-4.34%13.96%-8.67%15.75%-3.86%6.31%2.86%24.03%
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%158.73%
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%

Benchmark Metrics

Bel Fuse Inc. has an annualized alpha of 18.33%, beta of 1.33, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since July 10, 1998.

  • This stock captured 208.01% of S&P 500 Index gains and 147.04% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.21 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
18.33%
Beta
1.33
0.21
Upside Capture
208.01%
Downside Capture
147.04%

Return for Risk

Risk / Return Rank

BELFB ranks 90 for risk / return — above 90% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.


BELFB Risk / Return Rank: 9090
Overall Rank
BELFB Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
BELFB Sortino Ratio Rank: 8585
Sortino Ratio Rank
BELFB Omega Ratio Rank: 8787
Omega Ratio Rank
BELFB Calmar Ratio Rank: 9292
Calmar Ratio Rank
BELFB Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Bel Fuse Inc. (BELFB) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BELFBBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.68

Sortino ratioReturn per unit of downside risk

+0.36

Omega ratioGain probability vs. loss probability

1.32

1.25

+0.07

Calmar ratioReturn relative to maximum drawdown

4.05

2.00

+2.04

Martin ratioReturn relative to average drawdown

12.45

8.49

+3.96

Dividends

Dividend History

Bel Fuse Inc. provided a 0.10% dividend yield over the last twelve months, with an annual payout of $0.28 per share. The company has been increasing its dividends for 26 consecutive years, earning it the status of a dividend aristocrat.


0.00%0.50%1.00%1.50%2.00%$0.00$0.05$0.10$0.15$0.20$0.25$0.3020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
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

0.10%0.17%0.34%0.42%0.85%2.17%1.86%1.37%1.52%1.11%0.91%1.62%

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
2026$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.21
2025$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
2024$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
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

Dividend Yield & Payout


Dividend Yield

Bel Fuse Inc. has a dividend yield of 0.10%, 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 6.50%, 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.


Loading charts...

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 18.32%.


Drawdown

Fall

Recovery

Underwater

Related event

-81.89%Apr 2020
19y 5mo2y 6mo
21y 12moNov 2000 - Oct 2022
COVID crash2020
-49.32%Apr 2000
4mo 5d4mo 10d
8mo 15dDec 1999 - Aug 2000
Dot-com crash2000–2002
-45.00%Oct 1998
3mo14d
3mo 14dJul 1998 - Oct 1998
-36.49%Oct 2023
3mo 8d1mo 19d
4mo 27dJul 2023 - Dec 2023
-34.42%Jun 1999
3mo 29d4mo 12d
8mo 11dMar 1999 - Nov 1999

Drawdown Indicators


BELFBBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-81.89%

-56.78%

-25.11%

Max Drawdown (1Y)

Largest decline over 1 year

-27.19%

-9.10%

-18.09%

Max Drawdown (3Y)

Largest decline over 3 years

-33.37%

-18.90%

-14.47%

Max Drawdown (5Y)

Largest decline over 5 years

-36.49%

-25.43%

-11.06%

Max Drawdown (10Y)

Largest decline over 10 years

-79.79%

-33.92%

-45.87%

Current Drawdown

Current decline from peak

-18.32%

-1.58%

-16.74%

Average Drawdown

Average peak-to-trough decline

-36.74%

-10.70%

-26.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.82%

2.14%

+6.68%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

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

The chart displays the Price-to-Earnings (P/E) ratio for BELFB, comparing it with other companies in the Electronic Components industry. Currently, BELFB has a P/E ratio of 49.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BELFB compared to other companies in the Electronic Components industry. BELFB currently has a PEG ratio of 1.2. 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 BELFB relative to other companies in the Electronic Components industry. Currently, BELFB has a P/S ratio of 3.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BELFB in comparison with other companies in the Electronic Components industry. Currently, BELFB has a P/B value of 0.5. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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
Portfolio Analyzer

Build a portfolio with BELFB

Add Bel Fuse Inc. to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with BELFB