Added to YB: 2025-01-31
Pitch date: 2025-01-29
BELFB [bullish]
Bel Fuse Inc.
+105.32%
current return
Author Info
Pound the Rock Investing, written by Adam Wilk, the founder and CIO of Greystone Capital Management, will serve as an ongoing discussion about business, investing and things I find interesting. Sign up for the newsletter.
Company Info
Bel Fuse Inc. designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.
Market Cap
$1.8B
Pitch Price
$84.32
Price Target
167.00 (-4%)
Dividend
0.20%
EV/EBITDA
14.57
P/E
23.48
EV/Sales
3.21
Sector
Electronic Equipment, Instruments and Components
Category
value
Some Interesting Ideas for 2025 - Bel Fuse Inc.
BELFB: Undervalued at ~50% peer multiples despite margin improvements. Pro forma 2026E EBITDA $150M. Potential 2x upside at peer multiples. Strong mgmt with good capital allocation (5% buyback, Enercon acq). Upside potential in 2-3 years. Risks: Magnetics segment weak, growth needed for re-rating.
Read full article (1 min)