BELFBBEL FUSE INC

CUSIP: 077347300

Guru Owners

$3.8M

Total Value Held

22,522

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	22522	$3.8M	0.02%	$169.63	Q4 2025

Polen Capital

$3.8M

0.02%

📊 Fundamentals

Market Cap$2.4B

P/E Ratio41.2x

Above market avg

Forward P/E21.9x

P/FCF42.5x

EPS (TTM)$4.66

Revenue (TTM)$675.5M

Profit Margin9.11%

Div Yield0.15%

Beta1.18

52-Week Range

$58.00

$248.61

Current: $191.81

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 41.2x trailing earnings → 21.9x forward · 9.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $3.8M

INCREASEDPolen Capital$3.8M

Q3 '251 owners · $2.8M

REDUCEDPolen Capital$2.8M

Q2 '251 owners · $2.0M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

6%analyst est. 6.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

8.5%current: 8.5%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data