BEL FUSE INC /NJ · Electronic Coils, Transformers & Other Inductors

BELFA

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The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 25% in the latest quarter vs a year ago
Profitable
Sales up 26% last year

Money moves

No insider buying or selling in the last 30 days
Institutions added 16% to their holdings in the quarter ending June 2026 (68 bought, 42 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$166.31+3.7% that day

Company value: $362M; Share price times all shares
Price vs profit (P/E): 4.9x; You pay about $5 for each $1 of yearly profit
Price vs sales: 0.49x; Company value is 0.49 times a year of sales
Cash vs value: 85%; A big cushion: cash is a large part of what the company is worth
Debt vs value: 55%; Debt as a share of company value

From BELFA's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$210.7M+25% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $744.1M, up 25% from the 12 months before. Over 5 years, sales grew about 7.7% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of BELFA. Starting points are the company's recent numbers.

Sales growth+25% a yearRecently: +25% a yearProfit margin9%Last 12 months: 8.9%P/E at the end8xToday: 4.9x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$2.3B

Profit in 5 years$204M

Price these guesses point to$751.74+352% vs $166.31 todayAbout +35% a year, before dividends

What today's price needs: with a 9% margin and a 8x P/E, sales could shrink about 7.6% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/6Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.18.9%
PassDebt under half of equityNot relying on borrowed money.0.46x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.11.0%
MissProfitable every yearSteady profits, not one good year.7 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$68.6M
MissGross margin 40%+Pricing power: sells for well above what it costs to make.39.1%

Revenue: $675.5M; +26.3% vs prior year
5-year growth: +7.7%/yr; revenue, per year
Total debt: $197.5M; 0.46x equity
Current ratio: 3.02x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: share count not growing. A checklist is a starting point for research, not a verdict.