BEL FUSE INC-CL A (BELFA) Stock Fundamental Analysis
USA - NASDAQ:BELFA - US0773472016 - Common Stock
121.35 USD
-1.55 (-1.26%)
Taking everything into account, BELFA scores 7 out of 10 in our fundamental rating. BELFA was compared to 123 industry peers in the Electronic Equipment, Instruments & Components industry. BELFA has an excellent profitability rating, but there are some minor concerns on its financial health. BELFA has both an excellent growth and valuation score. This means it is growing and it is still cheap. This is a rare combination! With these ratings, BELFA could be worth investigating further for value and growth investing!.
1. Profitability
1.1 Basic Checks
BELFA had positive earnings in the past year.
In the past year BELFA had a positive cash flow from operations.
Each year in the past 5 years BELFA has been profitable.
BELFA had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
With an excellent Return On Assets value of 6.84%, BELFA belongs to the best of the industry, outperforming 83.74% of the companies in the same industry.
The Return On Equity of BELFA (15.24%) is better than 84.55% of its industry peers.
Looking at the Return On Invested Capital, with a value of 9.32%, BELFA belongs to the top of the industry, outperforming 80.49% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital for BELFA is above the industry average of 8.98%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.84% | ||
| ROE | 15.24% | ||
| ROIC | 9.32% |
ROA(3y)8.88%
ROA(5y)6.86%
ROE(3y)17.71%
ROE(5y)14.38%
ROIC(3y)13.11%
ROIC(5y)9.78%
1.3 Margins
The Profit Margin of BELFA (10.04%) is better than 82.93% of its industry peers.
In the last couple of years the Profit Margin of BELFA has grown nicely.
The Operating Margin of BELFA (14.09%) is better than 86.18% of its industry peers.
BELFA's Operating Margin has improved in the last couple of years.
With a decent Gross Margin value of 38.69%, BELFA is doing good in the industry, outperforming 66.67% of the companies in the same industry.
BELFA's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 14.09% | ||
| PM (TTM) | 10.04% | ||
| GM | 38.69% |
OM growth 3Y44.92%
OM growth 5Y65.85%
PM growth 3Y18.84%
PM growth 5YN/A
GM growth 3Y15.23%
GM growth 5Y11.11%
2. Health
2.1 Basic Checks
With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), BELFA is creating some value.
The number of shares outstanding for BELFA has been reduced compared to 1 year ago.
BELFA has more shares outstanding than it did 5 years ago.
The debt/assets ratio for BELFA is higher compared to a year ago.
2.2 Solvency
BELFA has an Altman-Z score of 3.68. This indicates that BELFA is financially healthy and has little risk of bankruptcy at the moment.
BELFA's Altman-Z score of 3.68 is in line compared to the rest of the industry. BELFA outperforms 56.10% of its industry peers.
The Debt to FCF ratio of BELFA is 5.07, which is a neutral value as it means it would take BELFA, 5.07 years of fcf income to pay off all of its debts.
BELFA has a better Debt to FCF ratio (5.07) than 62.60% of its industry peers.
BELFA has a Debt/Equity ratio of 0.53. This is a neutral value indicating BELFA is somewhat dependend on debt financing.
BELFA has a Debt to Equity ratio of 0.53. This is in the lower half of the industry: BELFA underperforms 72.36% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.53 | ||
| Debt/FCF | 5.07 | ||
| Altman-Z | 3.68 |
ROIC/WACC1.05
WACC8.91%
2.3 Liquidity
BELFA has a Current Ratio of 3.06. This indicates that BELFA is financially healthy and has no problem in meeting its short term obligations.
BELFA has a Current ratio of 3.06. This is in the better half of the industry: BELFA outperforms 63.41% of its industry peers.
A Quick Ratio of 1.75 indicates that BELFA should not have too much problems paying its short term obligations.
Looking at the Quick ratio, with a value of 1.75, BELFA is in line with its industry, outperforming 52.03% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 3.06 | ||
| Quick Ratio | 1.75 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 28.68% over the past year.
The Earnings Per Share has been growing by 48.64% on average over the past years. This is a very strong growth
BELFA shows a strong growth in Revenue. In the last year, the Revenue has grown by 23.70%.
Measured over the past years, BELFA shows a small growth in Revenue. The Revenue has been growing by 1.67% on average per year.
EPS 1Y (TTM)28.68%
EPS 3Y48.64%
EPS 5YN/A
EPS Q2Q%111.11%
Revenue 1Y (TTM)23.7%
Revenue growth 3Y-0.54%
Revenue growth 5Y1.67%
Sales Q2Q%44.76%
3.2 Future
The Earnings Per Share is expected to grow by 16.83% on average over the next years. This is quite good.
Based on estimates for the next years, BELFA will show a quite strong growth in Revenue. The Revenue will grow by 14.69% on average per year.
EPS Next Y28.92%
EPS Next 2Y16.83%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year30.5%
Revenue Next 2Y17.72%
Revenue Next 3Y14.69%
Revenue Next 5YN/A
3.3 Evolution
The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 18.28 indicates a rather expensive valuation of BELFA.
BELFA's Price/Earnings ratio is rather cheap when compared to the industry. BELFA is cheaper than 82.11% of the companies in the same industry.
BELFA is valuated rather cheaply when we compare the Price/Earnings ratio to 25.89, which is the current average of the S&P500 Index.
A Price/Forward Earnings ratio of 16.71 indicates a correct valuation of BELFA.
Based on the Price/Forward Earnings ratio, BELFA is valued cheaply inside the industry as 80.49% of the companies are valued more expensively.
BELFA's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 34.59.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 18.28 | ||
| Fwd PE | 16.71 |
4.2 Price Multiples
BELFA's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. BELFA is cheaper than 70.73% of the companies in the same industry.
Based on the Price/Free Cash Flow ratio, BELFA is valued a bit cheaper than the industry average as 68.29% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 34.44 | ||
| EV/EBITDA | 14.55 |
4.3 Compensation for Growth
The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
The excellent profitability rating of BELFA may justify a higher PE ratio.
BELFA's earnings are expected to grow with 16.83% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.63
PEG (5Y)N/A
EPS Next 2Y16.83%
EPS Next 3YN/A
5. Dividend
5.1 Amount
BELFA has a yearly dividend return of 0.20%, which is pretty low.
BELFA's Dividend Yield is a higher than the industry average which is at 2.18.
With a Dividend Yield of 0.20, BELFA pays less dividend than the S&P500 average, which is at 2.44.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.2% |
5.2 History
The dividend of BELFA has a limited annual growth rate of 0.04%.
BELFA has paid a dividend for at least 10 years, which is a reliable track record.
BELFA has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)0.04%
Div Incr Years0
Div Non Decr Years21
5.3 Sustainability
BELFA pays out 5.31% of its income as dividend. This is a sustainable payout ratio.
The dividend of BELFA is growing, but earnings are growing more, so the dividend growth is sustainable.
DP5.31%
EPS Next 2Y16.83%
EPS Next 3YN/A
NASDAQ:BELFA (11/14/2025, 8:00:01 PM)
121.35
-1.55 (-1.26%)
Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryElectronic Equipment, Instruments & Components
Earnings (Last)
Earnings (Next)
Inst Owners46.72%
Inst Owner Change0.84%
Ins Owners22.16%
Ins Owner ChangeN/A
Market Cap1.54B
Revenue(TTM)649.38M
Net Income(TTM)65.19M
Analysts84.44
Price TargetN/A
Short Float %1.05%
Short Ratio1.81
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.2% |
Yearly Dividend0.27
Dividend Growth(5Y)0.04%
DP5.31%
Div Incr Years0
Div Non Decr Years21
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)22.66%
Min EPS beat(2)20.49%
Max EPS beat(2)24.82%
EPS beat(4)4
Avg EPS beat(4)37.43%
Min EPS beat(4)13.97%
Max EPS beat(4)90.44%
EPS beat(8)7
Avg EPS beat(8)32.3%
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)2
Avg Revenue beat(2)6.63%
Min Revenue beat(2)2.67%
Max Revenue beat(2)10.59%
Revenue beat(4)4
Avg Revenue beat(4)8.85%
Min Revenue beat(4)0.37%
Max Revenue beat(4)21.75%
Revenue beat(8)5
Avg Revenue beat(8)2.86%
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0%
PT rev (3m)0%
EPS NQ rev (1m)9.43%
EPS NQ rev (3m)9.43%
EPS NY rev (1m)8.4%
EPS NY rev (3m)20.5%
Revenue NQ rev (1m)2.17%
Revenue NQ rev (3m)2.17%
Revenue NY rev (1m)1.04%
Revenue NY rev (3m)4.14%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 18.28 | ||
| Fwd PE | 16.71 | ||
| P/S | 2.37 | ||
| P/FCF | 34.44 | ||
| P/OCF | 25.87 | ||
| P/B | 3.59 | ||
| P/tB | N/A | ||
| EV/EBITDA | 14.55 |
EPS(TTM)6.64
EY5.47%
EPS(NY)7.26
Fwd EY5.98%
FCF(TTM)3.52
FCFY2.9%
OCF(TTM)4.69
OCFY3.87%
SpS51.29
BVpS33.79
TBVpS-0.64
PEG (NY)0.63
PEG (5Y)N/A
Graham Number71.05
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.84% | ||
| ROE | 15.24% | ||
| ROCE | 11.08% | ||
| ROIC | 9.32% | ||
| ROICexc | 10.02% | ||
| ROICexgc | 23.16% | ||
| OM | 14.09% | ||
| PM (TTM) | 10.04% | ||
| GM | 38.69% | ||
| FCFM | 6.87% |
ROA(3y)8.88%
ROA(5y)6.86%
ROE(3y)17.71%
ROE(5y)14.38%
ROIC(3y)13.11%
ROIC(5y)9.78%
ROICexc(3y)15.67%
ROICexc(5y)11.77%
ROICexgc(3y)23.26%
ROICexgc(5y)17.27%
ROCE(3y)15.59%
ROCE(5y)11.63%
ROICexgc growth 3Y33.85%
ROICexgc growth 5Y56.02%
ROICexc growth 3Y10.39%
ROICexc growth 5Y40.88%
OM growth 3Y44.92%
OM growth 5Y65.85%
PM growth 3Y18.84%
PM growth 5YN/A
GM growth 3Y15.23%
GM growth 5Y11.11%
F-Score3
Asset Turnover0.68
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.53 | ||
| Debt/FCF | 5.07 | ||
| Debt/EBITDA | 1.93 | ||
| Cap/Depr | 57.66% | ||
| Cap/Sales | 2.28% | ||
| Interest Coverage | 6.26 | ||
| Cash Conversion | 50.69% | ||
| Profit Quality | 68.43% | ||
| Current Ratio | 3.06 | ||
| Quick Ratio | 1.75 | ||
| Altman-Z | 3.68 |
F-Score3
WACC8.91%
ROIC/WACC1.05
Cap/Depr(3y)78.75%
Cap/Depr(5y)65.07%
Cap/Sales(3y)1.96%
Cap/Sales(5y)1.76%
Profit Quality(3y)112.12%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)28.68%
EPS 3Y48.64%
EPS 5YN/A
EPS Q2Q%111.11%
EPS Next Y28.92%
EPS Next 2Y16.83%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)23.7%
Revenue growth 3Y-0.54%
Revenue growth 5Y1.67%
Sales Q2Q%44.76%
Revenue Next Year30.5%
Revenue Next 2Y17.72%
Revenue Next 3Y14.69%
Revenue Next 5YN/A
EBIT growth 1Y23.7%
EBIT growth 3Y44.14%
EBIT growth 5Y68.62%
EBIT Next Year108.9%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-47.36%
FCF growth 3YN/A
FCF growth 5Y32.72%
OCF growth 1Y-39.16%
OCF growth 3Y151.97%
OCF growth 5Y24.81%
BEL FUSE INC-CL A / BELFA FAQ
What is the fundamental rating for BELFA stock?
ChartMill assigns a fundamental rating of 7 / 10 to BELFA.
What is the valuation status of BEL FUSE INC-CL A (BELFA) stock?
ChartMill assigns a valuation rating of 7 / 10 to BEL FUSE INC-CL A (BELFA). This can be considered as Undervalued.
What is the profitability of BELFA stock?
BEL FUSE INC-CL A (BELFA) has a profitability rating of 9 / 10.
What is the valuation of BEL FUSE INC-CL A based on its PE and PB ratios?
The Price/Earnings (PE) ratio for BEL FUSE INC-CL A (BELFA) is 18.28 and the Price/Book (PB) ratio is 3.59.
What is the expected EPS growth for BEL FUSE INC-CL A (BELFA) stock?
The Earnings per Share (EPS) of BEL FUSE INC-CL A (BELFA) is expected to grow by 28.92% in the next year.