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Added to YB: 2025-05-06

Pitch date: 2025-05-02

BELFB [bullish]

Bel Fuse Inc.

+136.59%

current return

Author Info

No bio for this author

Company Info

Bel Fuse Inc. designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.

Market Cap

$1.8B

Pitch Price

$63.85

Price Target

135.00 (-11%)

Dividend

0.20%

EV/EBITDA

14.57

P/E

23.48

EV/Sales

3.21

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.

Read full article (1 min)