Bel Fuse Inc (BELFB) Fair Value & Analysis

Technology · US · Market cap $4.3B

A solid business, but screening 66% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case ($127.06). The favourable scenario is already priced in.
• Solid but not exceptional quality (66/100) and above fair value, neither a clear bargain nor a standout compounder.
• A fairly wide model range ($53.63 to $127.06) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.

How to read this chart

60‑month range $10.91 – $333.04 · fair‑value band $53.63 – $127.06 · the $291.59 price screens above the $99.20 fair value. Dashed = 300-day average. As of Jul 14, 2026.

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Analysis

Bel Fuse Inc (BELFB) currently trades at $291.59, while our model-based Fair Value estimate is $99.20, implying the stock looks roughly 66.0% overvalued today. The Quality Score stands at 66/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, Bel Fuse Inc generated revenue of $702M at a net margin of 7.8%. Revenue grew 17.2% year over year. It earns a return on equity of 14.3%. Net debt stands at $164M. Fundamentals as of Jul 14, 2026

Our scenario range runs from $53.63 (bear case) to $127.06 (bull case); at $291.59, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 6% below its 52-week high and 233% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -73% fair-value upside, at -66%, BELFB screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: DCF Models ($104.36) versus Dividend Discount ($4.33). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Bel Fuse Inc. designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits. It operates in three product groups: Power Solutions and Protection, Connectivity Solutions, and Magnetic Solutions.

Full company description

Bel Fuse Inc. designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits. It operates in three product groups: Power Solutions and Protection, Connectivity Solutions, and Magnetic Solutions. The company's products are used in the networking, telecommunications, computing, general industrial, high-speed data transmission, defence, commercial aerospace, transportation, and e-Mobility industries. It provides power solutions and protection products, including front-end power supplies, board-mount power products, industrial and transportation power products, military, aerospace and defense products, external power products, and circuit protection products. The company offers connectivity solutions, such as expanded beam fiber optic connectors, cable assemblies, and active optical devices; copper-based connectors/cable assemblies; radio frequency connectors, cable assemblies, microwave devices, and low loss cables; and ethernet, I/O, and industrial and power connectivity products. In addition, it provides magnetic solutions comprising integrated connector modules, power transformers, SMD power inductors and SMPS transformers, and discrete components-ethernet. The company sells its products through direct strategic account managers, regional sales managers working with independent sales representative organizations, and authorized distributors North America, Europe, Middle East, and Asia. Bel Fuse Inc. was incorporated in 1949 and is headquartered in West Orange, New Jersey.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Bel Fuse Inc reported revenue of $675M in FY2025 versus $543M in FY2021, a compound +5.6%/yr. Reported net income was $61.5M in FY2025, compounding +25.5%/yr from FY2021.

BELFB screens 66% overvalued. Compare with Delta Electronics, Inc →

Recent news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

• Here’s Why Market Mispriced Bel Fuse (BELFB) Yahoo Finance · Aug 3, 2026
• Bel Fuse GAAP EPS of $1.79 misses by $0.37, revenue of $210.7M beats by $4.27M Seeking Alpha · Jul 30, 2026

Peer Group

Electronic Components · 626 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Electronic Components median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0: the price sits above our fair-value range.

Insider activity: 44/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

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.