Added to YB: 2024-01-18
Pitch date: 2024-01-18
BELFB [bullish]
Bel Fuse Inc.
+140.56%
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
$62.79
Price Target
N/A
Dividend
0.20%
EV/EBITDA
14.57
P/E
23.48
EV/Sales
3.21
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
Portfolio Spotlight: Bel Fuse - Up 5x but still good value
$BELFB: Turnaround story w/ new CFO focused on margins over growth; gross & EBITDA margins up significantly. Trades at 7.3x EV/EBITDA vs peers at 12-14x. Risks: dual-class shares, key man, China exposure. Potential catalysts: buybacks, continued margin expansion, multiple re-rating.
Read full article (4 min)