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Bell Equipment Limited (BEL) Fair Value & Analysis

Industrials · ZA · Market cap 3.7B ZAC

BE Bell Equipment Limited BEL · JSE
PriceR36.49
Fair ValueR84.36
Upside+131.2%
Quality93/100
Evidence: High Range R63.27 – R105.45

Fair value as of: Jun 26, 2026

From 26 valuation models · updated 3 days ago

Share price −16.8% over the past month.

Price vs Fair Value (12 months)

R48.60 R36.49 Fair Value R84.36 Jun 2025 Jun 2026

12‑month range R36.49 – R48.60 · fair‑value band R63.27 – R105.45 · the R36.49 price screens below the R84.36 fair value. As of Jun 26, 2026.

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Analysis

Bell Equipment Limited (BEL) currently trades at R36.49, while our model-based Fair Value estimate is R84.36 — implying the stock looks roughly 131.2% undervalued today. We read business quality at 93/100 (high quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, Bell Equipment Limited generated revenue of 6.2B ZAR at a net margin of -1.5%. Revenue declined 5.1% year over year. It earns a return on equity of 6.5%. Net debt stands at 305M ZAR. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 6.2B ZAC
Revenue growth (YoY) -5.1%
Net margin -1.5%
Return on equity 6.5%
Free cash flow 929M ZAC FY2025
P/E ratio 10.4
More key figures
Operating margin 5.5%
EPS (TTM) R3.71
EPS growth (YoY) +38.9%
Net debt 305M ZAC FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Bell Equipment Limited designs, manufactures, exports, distributes, and supports a range of heavy equipment for the mining and quarrying, construction, forestry, agriculture, and industry sectors in South Africa, Rest of Africa, and Europe. It operates through two segments, Manufacturing, Assembly, Logistics and Dealer Sales Operations and Direct Sales Operations. The company offers articulated dump trucks (ADT), water tankers, motor graders, tracked carriers, and articulated haulers; backhoe, skid steer, and wheel loaders; compaction; excavators, telehandlers, and rough terrain forklifts; and crushers, screeners, and conveyors for the mining and construction industries. It also provides forklifts and versalifts, haulage tractors, loggers and cane loaders, logpro and canepro, skoggers, slew loaders, and timber trucks; telecopic wheel loaders and loadalls; and attachments comprising cross-cut grapples, felling and harvesting heads, pickaroons, and stem and timber grapples for the for…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Bell Equipment Limited reported revenue of R11.2B in FY2025 versus R8.0B in FY2021, a compound +8.6%/yr. Reported net income was R384M in FY2025, compounding +7.6%/yr from FY2021.

Revenue +8.6%/yr
FY21 R8.0B
FY22 R10.3B
FY23 R13.5B
FY24 R11.7B
FY25 R11.2B
Net income +7.6%/yr
FY21 R287M
FY22 R457M
FY23 R764M
FY24 R440M
FY25 R384M

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Similar stocks

6 more Farm & Heavy Construction Machinery stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).

Stock Price Fair Value vs Fair Value
Caterpillar Inc CAT $1,022 $307.83 -70%
Deere & Company DE $598.59 $186.23 -69%
Sany Heavy Industry Co SNHIY $11.25 $2.82 -75%
AB Volvo (publ), VLVLY $33.51 $27.98 -17%
PACCAR Inc PCAR $120.12 $94.80 -21%
Toyota Industries Corporation TYIDF $128.00 $89.56 -30%

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Frequently asked questions

Is Bell Equipment Limited (BEL) undervalued?
As of Jun 26, 2026, our model estimates a fair value of R84.36 versus a price of R36.49 — about +131% (undervalued). Model-based estimate, not financial advice.
What is the fair value of BEL?
Our 21-model fair value for Bell Equipment Limited is R84.36 (as of Jun 26, 2026), built from audited fundamentals. The current price is R36.49.
What is the quality score of BEL?
Bell Equipment Limited has a Quality Score of 93/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Bell Equipment Limited (BEL)?
Bell Equipment Limited reported trailing-twelve-month revenue of about 6.2B ZAR (latest available figure, as of Jun 26, 2026).
What is the net profit margin of BEL?
The net profit margin of Bell Equipment Limited is about -1.5%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.