BEL FUSE INC-CL A (BELFA) Stock Fundamental Analysis
USA - NASDAQ:BELFA - US0773472016 - Common Stock
119.02 USD
-0.67 (-0.56%)
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. BELFA has an excellent profitability rating, but there are some minor concerns on its financial health. BELFA has a decent growth rate and is not valued too expensively.
1. Profitability
1.1 Basic Checks
In the past year BELFA was profitable.
In the past year BELFA had a positive cash flow from operations.
BELFA had positive earnings in each of the past 5 years.
BELFA had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
With a decent Return On Assets value of 5.37%, BELFA is doing good in the industry, outperforming 75.81% of the companies in the same industry.
Looking at the Return On Equity, with a value of 12.60%, BELFA belongs to the top of the industry, outperforming 83.06% of the companies in the same industry.
Looking at the Return On Invested Capital, with a value of 7.65%, BELFA is in the better half of the industry, outperforming 76.61% of the companies in the same industry.
BELFA had an Average Return On Invested Capital over the past 3 years of 13.11%. This is above the industry average of 9.46%.
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
The Profit Margin of BELFA (8.59%) is better than 79.03% of its industry peers.
In the last couple of years the Profit Margin of BELFA has grown nicely.
The Operating Margin of BELFA (12.65%) is better than 82.26% of its industry peers.
In the last couple of years the Operating Margin of BELFA has grown nicely.
BELFA has a Gross Margin of 37.84%. This is in the better half 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
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.
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
BELFA has an Altman-Z score of 3.43. This indicates that BELFA is financially healthy and has little risk of bankruptcy at the moment.
BELFA has a Altman-Z score (3.43) which is comparable to the rest of the industry.
BELFA has a debt to FCF ratio of 5.27. This is a neutral value as BELFA would need 5.27 years to pay back of all of its debts.
BELFA's Debt to FCF ratio of 5.27 is fine compared to the rest of the industry. BELFA outperforms 62.10% of its industry peers.
A Debt/Equity ratio of 0.63 indicates that BELFA is somewhat dependend on debt financing.
BELFA's Debt to Equity ratio of 0.63 is on the low side compared to the rest of the industry. BELFA is outperformed by 78.23% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.63 | ||
| Debt/FCF | 5.27 | ||
| Altman-Z | 3.43 |
ROIC/WACC0.83
WACC9.19%
2.3 Liquidity
BELFA has a Current Ratio of 3.05. This indicates that BELFA is financially healthy and has no problem in meeting its short term obligations.
BELFA has a better Current ratio (3.05) than 64.52% of its industry peers.
BELFA has a Quick Ratio of 1.72. This is a normal value and indicates that BELFA is financially healthy and should not expect problems in meeting its short term obligations.
BELFA has a Quick ratio (1.72) which is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 3.05 | ||
| Quick Ratio | 1.72 |
3. Growth
3.1 Past
BELFA shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -5.30%.
BELFA shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 48.64% yearly.
The Revenue has been growing slightly by 6.08% in the past year.
The Revenue has been growing slightly by 1.67% on average over the past years.
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.
BELFA is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 16.77% yearly.
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 3YN/A
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
The Price/Earnings ratio is 21.48, which indicates a rather expensive current valuation of BELFA.
79.03% of the companies in the same industry are more expensive than BELFA, based on the Price/Earnings ratio.
BELFA's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.54.
With a Price/Forward Earnings ratio of 17.62, BELFA is valued on the expensive side.
77.42% of the companies in the same industry are more expensive than BELFA, based on the Price/Forward Earnings ratio.
BELFA's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 23.05.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 21.48 | ||
| Fwd PE | 17.62 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, BELFA is valued a bit cheaper than the industry average as 65.32% of the companies are valued more expensively.
BELFA's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. BELFA is cheaper than 70.97% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 31.37 | ||
| EV/EBITDA | 17.4 |
4.3 Compensation for Growth
BELFA's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
The excellent profitability rating of BELFA may justify a higher PE ratio.
A more expensive valuation may be justified as BELFA's earnings are expected to grow with 12.67% in the coming years.
PEG (NY)1.13
PEG (5Y)N/A
EPS Next 2Y12.67%
EPS Next 3YN/A
5. Dividend
5.1 Amount
With a yearly dividend of 0.20%, BELFA is not a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 2.15, BELFA pays a bit more dividend than its industry peers.
With a Dividend Yield of 0.20, BELFA pays less dividend than the S&P500 average, which is at 2.41.
| 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 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 (9/26/2025, 8:00:02 PM)
119.02
-0.67 (-0.56%)
Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryElectronic Equipment, Instruments & Components
Earnings (Last)
Earnings (Next)
Inst Owners46.72%
Inst Owner Change-5.08%
Ins Owners22.16%
Ins Owner ChangeN/A
Market Cap1.51B
Analysts84.44
Price TargetN/A
Short Float %1.01%
Short Ratio2.14
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.2% |
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 | 21.48 | ||
| Fwd PE | 17.62 | ||
| P/S | 2.54 | ||
| P/FCF | 31.37 | ||
| P/OCF | 23.33 | ||
| P/B | 3.72 | ||
| P/tB | N/A | ||
| EV/EBITDA | 17.4 |
EPS(TTM)5.54
EY4.65%
EPS(NY)6.75
Fwd EY5.67%
FCF(TTM)3.79
FCFY3.19%
OCF(TTM)5.1
OCFY4.29%
SpS46.92
BVpS31.97
TBVpS-2.49
PEG (NY)1.13
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 | 3.43 |
F-Score5
WACC9.19%
ROIC/WACC0.83
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 3YN/A
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%