BEL FUSE INC-CL A (BELFA) Stock Fundamental Analysis
USA - NASDAQ:BELFA - US0773472016 - Common Stock
115.14 USD
+4.47 (+4.04%)
Overall BELFA gets a fundamental rating of 6 out of 10. We evaluated BELFA against 124 industry peers in the Electronic Equipment, Instruments & Components industry. While BELFA belongs to the best of the industry regarding profitability, there are some minor concerns on its financial health. BELFA has a correct valuation and a medium growth rate.
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.
Each year in the past 5 years BELFA had a positive operating cash flow.
1.2 Ratios
BELFA has a Return On Assets of 5.37%. This is in the better half of the industry: BELFA outperforms 75.81% of its industry peers.
BELFA's Return On Equity of 12.60% is amongst the best of the industry. BELFA outperforms 82.26% of its industry peers.
BELFA has a Return On Invested Capital of 7.65%. This is in the better half of the industry: BELFA outperforms 75.81% of its industry peers.
BELFA had an Average Return On Invested Capital over the past 3 years of 13.11%. This is above the industry average of 9.32%.
The 3 year average ROIC (13.11%) for BELFA is well above the current ROIC(7.65%). The reason for the recent decline needs to be investigated.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.37% | ||
| ROE | 12.6% | ||
| ROIC | 7.65% |
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
With a decent Profit Margin value of 8.59%, BELFA is doing good in the industry, outperforming 77.42% of the companies in the same industry.
In the last couple of years the Profit Margin of BELFA has grown nicely.
With an excellent Operating Margin value of 12.65%, BELFA belongs to the best of the industry, outperforming 82.26% of the companies in the same industry.
In the last couple of years the Operating Margin of BELFA has grown nicely.
BELFA's Gross Margin of 37.84% is fine compared to the rest of the industry. BELFA outperforms 64.52% of its industry peers.
In the last couple of years the Gross Margin of BELFA has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 12.65% | ||
| PM (TTM) | 8.59% | ||
| GM | 37.84% |
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
BELFA has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
The number of shares outstanding for BELFA has been reduced compared to 1 year ago.
Compared to 5 years ago, BELFA has more shares outstanding
Compared to 1 year ago, BELFA has a worse debt to assets ratio.
2.2 Solvency
An Altman-Z score of 3.32 indicates that BELFA is not in any danger for bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 3.32, BELFA is in line with its industry, outperforming 50.00% of the companies in the same industry.
The Debt to FCF ratio of BELFA is 5.27, which is a neutral value as it means it would take BELFA, 5.27 years of fcf income to pay off all of its debts.
BELFA's Debt to FCF ratio of 5.27 is fine compared to the rest of the industry. BELFA outperforms 61.29% of its industry peers.
BELFA has a Debt/Equity ratio of 0.63. This is a neutral value indicating BELFA is somewhat dependend on debt financing.
Looking at the Debt to Equity ratio, with a value of 0.63, BELFA is doing worse than 78.23% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.63 | ||
| Debt/FCF | 5.27 | ||
| Altman-Z | 3.32 |
ROIC/WACC0.86
WACC8.86%
2.3 Liquidity
A Current Ratio of 3.05 indicates that BELFA has no problem at all paying its short term obligations.
The Current ratio of BELFA (3.05) is better than 64.52% of its industry peers.
A Quick Ratio of 1.72 indicates that BELFA should not have too much problems paying its short term obligations.
BELFA's Quick ratio of 1.72 is in line compared to the rest of the industry. BELFA outperforms 54.03% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 3.05 | ||
| Quick Ratio | 1.72 |
3. Growth
3.1 Past
The earnings per share for BELFA have decreased by -5.30% in the last year.
BELFA shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 48.64% yearly.
Looking at the last year, BELFA shows a small growth in Revenue. The Revenue has grown by 6.08% in the last year.
BELFA shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 1.67% yearly.
EPS 1Y (TTM)-5.3%
EPS 3Y48.64%
EPS 5YN/A
EPS Q2Q%8.44%
Revenue 1Y (TTM)6.08%
Revenue growth 3Y-0.54%
Revenue growth 5Y1.67%
Sales Q2Q%26.35%
3.2 Future
The Earnings Per Share is expected to grow by 12.67% on average over the next years. This is quite good.
The Revenue is expected to grow by 14.69% on average over the next years. This is quite good.
EPS Next Y18.93%
EPS Next 2Y12.67%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year29.16%
Revenue Next 2Y16.77%
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.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 20.78 indicates a rather expensive valuation of BELFA.
78.23% of the companies in the same industry are more expensive than BELFA, based on the Price/Earnings ratio.
When comparing the Price/Earnings ratio of BELFA to the average of the S&P500 Index (27.35), we can say BELFA is valued slightly cheaper.
The Price/Forward Earnings ratio is 17.05, which indicates a rather expensive current valuation of BELFA.
Based on the Price/Forward Earnings ratio, BELFA is valued cheaply inside the industry as 80.65% of the companies are valued more expensively.
BELFA's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 22.86.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.78 | ||
| Fwd PE | 17.05 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, BELFA is valued a bit cheaper than the industry average as 67.74% of the companies are valued more expensively.
71.77% of the companies in the same industry are more expensive than BELFA, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 30.35 | ||
| EV/EBITDA | 16.32 |
4.3 Compensation for Growth
The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
BELFA has an outstanding profitability rating, which may justify a higher PE ratio.
BELFA's earnings are expected to grow with 12.67% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.1
PEG (5Y)N/A
EPS Next 2Y12.67%
EPS Next 3YN/A
5. Dividend
5.1 Amount
With a yearly dividend of 0.21%, BELFA is not a good candidate for dividend investing.
BELFA's Dividend Yield is a higher than the industry average which is at 2.11.
With a Dividend Yield of 0.21, BELFA pays less dividend than the S&P500 average, which is at 2.44.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.21% |
5.2 History
The dividend of BELFA has a limited annual growth rate of 0.04%.
BELFA has been paying a dividend for at least 10 years, so it has a reliable track record.
BELFA has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)0.04%
Div Incr Years0
Div Non Decr Years21
5.3 Sustainability
6.74% of the earnings are spent on dividend by BELFA. This is a low number and sustainable payout ratio.
BELFA's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP6.74%
EPS Next 2Y12.67%
EPS Next 3YN/A
NASDAQ:BELFA (10/13/2025, 8:00:00 PM)
115.14
+4.47 (+4.04%)
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%
Ins Owners22.16%
Ins Owner ChangeN/A
Market Cap1.46B
Analysts84.44
Price TargetN/A
Short Float %0.98%
Short Ratio1.9
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.21% |
Yearly Dividend0.27
Dividend Growth(5Y)0.04%
DP6.74%
Div Incr Years0
Div Non Decr Years21
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)19.39%
Min EPS beat(2)13.97%
Max EPS beat(2)24.82%
EPS beat(4)4
Avg EPS beat(4)36.4%
Min EPS beat(4)13.97%
Max EPS beat(4)90.44%
EPS beat(8)7
Avg EPS beat(8)33.29%
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)5.48%
Min Revenue beat(2)0.37%
Max Revenue beat(2)10.59%
Revenue beat(4)3
Avg Revenue beat(4)7.98%
Min Revenue beat(4)-0.8%
Max Revenue beat(4)21.75%
Revenue beat(8)4
Avg Revenue beat(8)2.18%
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)0%
EPS NQ rev (3m)23.64%
EPS NY rev (1m)0%
EPS NY rev (3m)11.17%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)10.62%
Revenue NY rev (1m)0%
Revenue NY rev (3m)6.15%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.78 | ||
| Fwd PE | 17.05 | ||
| P/S | 2.45 | ||
| P/FCF | 30.35 | ||
| P/OCF | 22.57 | ||
| P/B | 3.6 | ||
| P/tB | N/A | ||
| EV/EBITDA | 16.32 |
EPS(TTM)5.54
EY4.81%
EPS(NY)6.75
Fwd EY5.87%
FCF(TTM)3.79
FCFY3.3%
OCF(TTM)5.1
OCFY4.43%
SpS46.92
BVpS31.97
TBVpS-2.49
PEG (NY)1.1
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.37% | ||
| ROE | 12.6% | ||
| ROCE | 9.09% | ||
| ROIC | 7.65% | ||
| ROICexc | 8.24% | ||
| ROICexgc | 19.1% | ||
| OM | 12.65% | ||
| PM (TTM) | 8.59% | ||
| GM | 37.84% | ||
| FCFM | 8.09% |
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%
ROICexcg growth 3Y33.85%
ROICexcg 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-Score5
Asset Turnover0.62
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.63 | ||
| Debt/FCF | 5.27 | ||
| Debt/EBITDA | 2.59 | ||
| Cap/Depr | 73.16% | ||
| Cap/Sales | 2.79% | ||
| Interest Coverage | 6.26 | ||
| Cash Conversion | 66.07% | ||
| Profit Quality | 94.16% | ||
| Current Ratio | 3.05 | ||
| Quick Ratio | 1.72 | ||
| Altman-Z | 3.32 |
F-Score5
WACC8.86%
ROIC/WACC0.86
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)-5.3%
EPS 3Y48.64%
EPS 5YN/A
EPS Q2Q%8.44%
EPS Next Y18.93%
EPS Next 2Y12.67%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)6.08%
Revenue growth 3Y-0.54%
Revenue growth 5Y1.67%
Sales Q2Q%26.35%
Revenue Next Year29.16%
Revenue Next 2Y16.77%
Revenue Next 3Y14.69%
Revenue Next 5YN/A
EBIT growth 1Y-13.5%
EBIT growth 3Y44.14%
EBIT growth 5Y68.62%
EBIT Next Year108.9%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-16.33%
FCF growth 3YN/A
FCF growth 5Y32.72%
OCF growth 1Y-7.43%
OCF growth 3Y151.97%
OCF growth 5Y24.81%