Added to YB: 2025-01-03
Pitch date: 2025-01-01
BELFB [bullish]
Bel Fuse Inc.
+110.79%
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
$1.8B
Pitch Price
$82.13
Price Target
118.00 (-32%)
Dividend
0.20%
EV/EBITDA
14.57
P/E
23.48
EV/Sales
3.21
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
Bel Fuse Buys Enercon
BELFB: Acquiring Enercon (defense) at 10.4x EV/EBITDA. 45% GM, 34% EBITDA margin, 25% LTM growth. Adds 18% revenue, 40% EBITDA boost. Strengthens aerospace/defense, reduces China reliance. CFO-driven deal shows discipline. $118 PT based on comps and estimates. Positions closer to Amphenol's 20x 2025 EV/EBITDA.
Read full article (2 min)