Professional
Added to YB: 2025-01-15
Pitch date: 2025-01-14
BELFB [bullish]
Bel Fuse Inc.
+186.23%
current return
Author Info
Merion Road Capital is a fund in Miami focused on value-oriented investing through rigorous fundamental analysis of a company's operations. Follow on Twitter/X.
Company Info
Bel Fuse Inc. designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.
Market Cap
$2.9B
Pitch Price
$80.38
Price Target
N/A
Dividend
0.11%
EV/EBITDA
22.22
P/E
41.65
EV/Sales
4.90
Sector
Electronic Equipment, Instruments and Components
Category
growth
Merion Road Capital Portfolio Holding: Bel Fuse Inc.
BELFB: Electronic components maker for networking/cloud, industrial, aerospace, military. Margin improvement from mid-single to mid-teens drove stock. New thesis: Enercon acquisition (Israeli defense supplier) brings premium margins, cross-selling opportunities, and exposure to increased Middle East military spending.
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