Professional
Added to YB: 2026-08-05
Pitch date: 2026-07-31
BELFB [neutral]
Bel Fuse Inc.
+9.32%
current return
Author Info
No bio for this author
Company Info
Bel Fuse Inc. designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.
Market Cap
$3.8B
Pitch Price
$221.79
Price Target
N/A
Dividend
0.11%
EV/EBITDA
24.53
P/E
52.86
EV/Sales
4.87
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
Greystone Capital Management Porfolio Holding: Bel Fuse Inc.
BELFB (holding update): Electronic components maker mispriced as cyclical commodity biz — negative GAAP profits, margins ~1/3 of peers — despite sticky products w/ long design cycles, high switching costs, sole-source positions. New CFO drove first-ever SKU pricing review; EBITDA margins jumped 5%→15%. Value creation via mix, volume leverage, small M&A over 12-36 months.
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