Professional
Added to YB: 2025-05-06
Pitch date: 2025-05-02
BELFB [bullish]
Bel Fuse Inc.
+236.3%
current return
Author Info
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Company Info
Bel Fuse Inc. designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.
Market Cap
$2.9B
Pitch Price
$63.82
Price Target
135.00 (-37%)
Dividend
0.11%
EV/EBITDA
22.22
P/E
41.65
EV/Sales
4.90
Sector
Electronic Equipment, Instruments and Components
Category
value
Show full summary:
Greystone Capital Management Portfolio Holding: Bel Fuse Inc.
BELFB (holding update): Strong tariff resilience (13% exposure) via cost pass-through & localized manufacturing. Management navigated post-COVID challenges well. Leveraged 2.8x after Enercon acquisition but cash generative model provides safety margin. Intrinsic value $120-135 vs current $67/share.
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