(BDC) Belden - Overview
Sector: Technology | Industry: Communication Equipment | Exchange: NYSE (USA) | Market Cap: 4.130m USD | Total Return: -5.2% in 12m
Industry Rotation: -3.8
Avg Turnover: 59.1M
EPS Trend: 16.2%
Qual. Beats: 2
Rev. Trend: 23.8%
Qual. Beats: 4
Warnings
Choppy Below Avwap Earnings
Tailwinds
No distinct edge detected
Belden Inc. (BDC) is a global provider of signal transmission and data infrastructure solutions, specializing in copper and fiber cabling, connectivity systems, and network automation. The company supports mission-critical applications across industrial automation, broadband, and enterprise markets, including data centers, 5G deployment, and smart building infrastructure.
Operating within the electronic components sector, Beldens business model has shifted from traditional cable manufacturing toward high-margin software and integrated networking solutions. This transition aligns with the industry-wide trend of digital transformation, where hardware is increasingly bundled with data orchestration and management services to improve operational efficiency in discrete and process manufacturing.
The company maintains a diversified revenue stream by selling through distributors, installers, and original equipment manufacturers (OEMs) across the Americas, EMEA, and Asia-Pacific regions. For a deeper look into the companys valuation metrics, consider reviewing the latest data on ValueRay. Founded in 1902 and headquartered in St. Louis, Belden remains a foundational player in the physical layer of global telecommunications and industrial networking.
- Industrial automation demand drives high-margin software and networking solution revenue
- Global data center expansion accelerates fiber and power management product sales
- Fluctuating copper and raw material costs impact manufacturing gross margins
- Broadband infrastructure government funding cycles influence long-term connectivity project volume
- Transition from hardware components to integrated digital solutions shifts valuation multiples
| Net Income: 236.6m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.05 > 0.02 and ΔFCF/TA -1.64 > 1.0 |
| NWC/Revenue: 23.91% < 20% (prev 21.34%; Δ 2.56% < -1%) |
| CFO/TA 0.10 > 3% & CFO 328.8m > Net Income 236.6m |
| Net Debt (1.08b) to EBITDA (475.3m): 2.27 < 3 |
| Current Ratio: 2.09 > 1.5 & < 3 |
| Outstanding Shares: last quarter (39.4m) vs 12m ago -3.55% < -2% |
| Gross Margin: 35.75% > 18% (prev 0.38%; Δ 3.54k% > 0.5%) |
| Asset Turnover: 83.62% > 50% (prev 79.54%; Δ 4.07% > 0%) |
| Interest Coverage Ratio: 6.89 > 6 (EBITDA TTM 475.3m / Interest Expense TTM 49.8m) |
| A: 0.19 (Total Current Assets 1.28b - Total Current Liabilities 613.6m) / Total Assets 3.46b |
| B: 0.42 (Retained Earnings 1.45b / Total Assets 3.46b) |
| C: 0.10 (EBIT TTM 343.1m / Avg Total Assets 3.33b) |
| D: 0.62 (Book Value of Equity 1.36b / Total Liabilities 2.18b) |
| Altman-Z'' Score: 3.98 = AA |
| DSRI: 1.09 (Receivables 499.1m/420.0m, Revenue 2.79b/2.55b) |
| GMI: 1.06 (GM 35.75% / 37.90%) |
| AQI: 0.96 (AQ_t 0.43 / AQ_t-1 0.45) |
| SGI: 1.09 (Revenue 2.79b / 2.55b) |
| TATA: -0.03 (NI 236.6m - CFO 328.8m) / TA 3.46b) |
| Beneish M-Score: -2.88 (Cap -4..+1) = A |
Over the past week, the price has changed by -3.10%, over one month by -19.93%, over three months by -27.60% and over the past year by -5.24%.
- StrongBuy: 4
- Buy: 1
- Hold: 0
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 151 | 43.1% |
P/E Forward = 15.6986
P/S = 1.4822
P/B = 3.4087
P/EG = 1.046
Revenue TTM = 2.79b USD
EBIT TTM = 343.1m USD
EBITDA TTM = 475.3m USD
Long Term Debt = 1.26b USD (from longTermDebt, last quarter)
Short Term Debt = unknown (none)
Debt = 1.35b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.08b USD (from netDebt column, last quarter)
Enterprise Value = 5.21b USD (4.13b + Debt 1.35b - CCE 272.2m)
Interest Coverage Ratio = 6.89 (Ebit TTM 343.1m / Interest Expense TTM 49.8m)
EV/FCF = 28.87x (Enterprise Value 5.21b / FCF TTM 180.4m)
FCF Yield = 3.46% (FCF TTM 180.4m / Enterprise Value 5.21b)
FCF Margin = 6.47% (FCF TTM 180.4m / Revenue TTM 2.79b)
Net Margin = 8.49% (Net Income TTM 236.6m / Revenue TTM 2.79b)
Gross Margin = 35.75% ((Revenue TTM 2.79b - Cost of Revenue TTM 1.79b) / Revenue TTM)
Gross Margin QoQ = 36.00% (prev 34.86%)
Tobins Q-Ratio = 1.51 (Enterprise Value 5.21b / Total Assets 3.46b)
Interest Expense / Debt = 1.00% (Interest Expense 13.5m / Debt 1.35b)
Taxrate = 18.71% (11.7m / 62.8m)
NOPAT = 278.9m (EBIT 343.1m * (1 - 18.71%))
Current Ratio = 2.09 (Total Current Assets 1.28b / Total Current Liabilities 613.6m)
Debt / Equity = 1.05 (Debt 1.35b / totalStockholderEquity, last quarter 1.28b)
Debt / EBITDA = 2.27 (Net Debt 1.08b / EBITDA 475.3m)
Debt / FCF = 5.98 (Net Debt 1.08b / FCF TTM 180.4m)
Total Stockholder Equity = 1.26b (last 4 quarters mean from totalStockholderEquity)
RoA = 7.10% (Net Income 236.6m / Total Assets 3.46b)
RoE = 18.84% (Net Income TTM 236.6m / Total Stockholder Equity 1.26b)
RoCE = 13.64% (EBIT 343.1m / Capital Employed (Equity 1.26b + L.T.Debt 1.26b))
RoIC = 11.02% (NOPAT 278.9m / Invested Capital 2.53b)
WACC = 8.21% (E(4.13b)/V(5.48b) * Re(10.63%) + D(1.35b)/V(5.48b) * Rd(1.00%) * (1-Tc(0.19)))
Discount Rate = 10.63% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -85.40 | Cagr: -2.28%
[DCF] Terminal Value 80.83% ; FCFF base≈196.1m ; Y1≈240.7m ; Y5≈405.8m
[DCF] Fair Price = 144.0 (EV 6.69b - Net Debt 1.08b = Equity 5.61b / Shares 38.9m; r=8.21% [WACC]; 5y FCF grow 24.30% → 3.0% )
EPS Correlation: 16.17 | EPS CAGR: 2.73% | SUE: 1.12 | # QB: 2
Revenue Correlation: 23.77 | Revenue CAGR: 1.17% | SUE: 1.43 | # QB: 4
EPS current Quarter (2026-06-30): EPS=2.02 | Chg30d=+2.09% | Revisions=+20% | Analysts=3
EPS next Quarter (2026-09-30): EPS=2.11 | Chg30d=+1.10% | Revisions=+0% | Analysts=3
EPS current Year (2026-12-31): EPS=8.06 | Chg30d=+1.26% | Revisions=+0% | GrowthEPS=+7.0% | GrowthRev=+9.4%
EPS next Year (2027-12-31): EPS=8.89 | Chg30d=-0.13% | Revisions=+20% | GrowthEPS=+10.3% | GrowthRev=+4.6%
[Analyst] Revisions Ratio: +20%