- ISIN
- US0773473006
- CUSIP
- 077347300
- Sector
- Technology
- Industry
- Electronic Components
- IPO Date
- Jul 10, 1998
Highlights
- Market Cap
- $643.66M
- Enterprise Value
- $817.59M
- EPS (TTM)
- $7.60
- PE Ratio
- 40.03
- PEG Ratio
- 0.97
- Total Revenue (TTM)
- $701.71M
- Gross Profit (TTM)
- $275.20M
- EBITDA (TTM)
- $135.78M
- Year Range
- $90.52 - $311.67
- Target Price
- $216.50
- ROA (TTM)
- 5.78%
- ROE (TTM)
- 5.78%
Share Price Chart
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Performance
BELFB Performance Chart
Bel Fuse Inc. (BELFB) is up 79.5% since the beginning of the year. At $304 per share, BELFB is trading just below its 52-week high of $312. Investors who bought $1,000 worth of BELFB shares 5 years ago would now be looking at an investment worth $22,971.
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Returns By Period
Bel Fuse Inc. (BELFB) has returned 79.53% so far this year and 236.85% over the past 12 months. Looking at the last ten years, BELFB has achieved an annualized return of 33.76%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Bel Fuse Inc.
- 1D
- 2.68%
- 1M
- 12.71%
- YTD
- 79.53%
- 6M
- 75.00%
- 1Y
- 236.85%
- 3Y*
- 76.98%
- 5Y*
- 87.17%
- 10Y*
- 33.76%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
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 +2.09%. 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 18.65% | 14.18% | -13.81% | 39.37% | -0.48% | 10.86% | 79.53% | ||||||
| 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% |
| 2024 | 0.25% | -22.27% | 16.05% | -2.52% | 16.14% | -4.34% | 13.96% | -8.67% | 15.75% | -3.86% | 6.31% | 2.86% | 24.03% |
| 2023 | 20.05% | -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 18.76%, beta of 1.32, 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 145.55% 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
- 18.76%
- Beta
- 1.32
- R²
- 0.21
- Upside Capture
- 208.01%
- Downside Capture
- 145.55%
Return for Risk
Risk / Return Rank
BELFB ranks 97 for risk / return — in the top 97% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by 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.
| BELFB | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.85 | ||
| Sortino ratioReturn per unit of downside risk | +1.55 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 1.37 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 12.20 | 2.78 | +9.42 |
| Martin ratioReturn relative to average drawdown | 35.42 | 12.44 | +22.98 |
Dividends
Dividend History
Bel Fuse Inc. provided a 0.09% 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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0.09% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.14 | ||||||
| 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 0.09%, 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 6.32%, 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.
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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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -81.89%Apr 2020 | 19y 5mo | 2y 6mo | 21y 12moNov 2000 - Oct 2022 |
Dot-com crash2000–2002 | -49.32%Apr 2000 | 4mo 5d | 4mo 10d | 8mo 15dDec 1999 - Aug 2000 |
1998 bear market1998 | -45.00%Oct 1998 | 2mo 26d | 14d | 3mo 10dJul 1998 - Oct 1998 |
2023 bear market2023 | -36.49%Oct 2023 | 3mo 8d | 1mo 19d | 4mo 27dJul 2023 - Dec 2023 |
1999 bear market1999 | -34.42%Jun 1999 | 3mo 29d | 4mo 12d | 8mo 11dMar 1999 - Nov 1999 |
Drawdown Indicators
| BELFB | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.89% | -56.78% | -25.11% |
Max Drawdown (1Y)Largest decline over 1 year | -19.54% | -9.10% | -10.44% |
Max Drawdown (3Y)Largest decline over 3 years | -36.49% | -18.90% | -17.59% |
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 DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -36.83% | -10.71% | -26.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.72% | 2.03% | +4.69% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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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.
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 40.0. 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 1.0. 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 3.1. 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 0.7. 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
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|---|---|
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Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
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Income | — |
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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 | — |
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