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ISIN
US0773473006
CUSIP
077347300
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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S&P 500 Index

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%
*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 +2.09%. 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202618.65%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%
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 18.76%, 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
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.


BELFB Risk / Return Rank: 9797
Overall Rank
BELFB Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
BELFB Sortino Ratio Rank: 9696
Sortino Ratio Rank
BELFB Omega Ratio Rank: 9696
Omega Ratio Rank
BELFB Calmar Ratio Rank: 9898
Calmar Ratio Rank
BELFB Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


BELFBBenchmarkDifference
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.


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

0.09%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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 5mo2y 6mo
21y 12moNov 2000 - Oct 2022
Dot-com crash2000–2002
-49.32%Apr 2000
4mo 5d4mo 10d
8mo 15dDec 1999 - Aug 2000
1998 bear market1998
-45.00%Oct 1998
2mo 26d14d
3mo 10dJul 1998 - Oct 1998
2023 bear market2023
-36.49%Oct 2023
3mo 8d1mo 19d
4mo 27dJul 2023 - Dec 2023
1999 bear market1999
-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

-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 Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-36.83%

-10.71%

-26.12%

Ulcer Index

Depth 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.


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 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



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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