BELFA vs SNX
Bel Fuse Inc. vs TD Synnex — AI-powered side-by-side comparison
BELFA
Bel Fuse Inc.
64
Buy
VS
| Metric | BELFA | SNX |
|---|
| AI Score |
64
|
70
|
| Price |
$235.08
|
$253.78
|
| P/E Ratio |
72.53×
|
18.04×
|
| ROE |
14.5%
|
9.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
39.5%
|
6.8%
|
| Debt / Equity |
0.04×
|
0.53×
|
| Dividend Yield |
0.1%
|
0.7%
|
| RSI (14) |
55.7
|
49.5
|
| Beta |
1.393
|
1.436
|
| Expected Upside |
—
|
+16.8%
|
AI Committee View
Current Innellis committee reasoning for BELFA versus SNX.
SNX leads by 6 points.
SNX scores 70/100 (Buy) versus BELFA at 64/100 (Buy).
BELFA Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 25.3% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 76.1 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 25.3% YoY -- genuine top-line momentum — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 76.1 is expensive by classic value standards — Value
- Price-to-book of 5.0x prices in significant intangible value — Value
- Bollinger bandwidth of 18.8% signals elevated volatility — Risk
SNX Committee View
100% agreement
5 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.5x is a discount to asset value — Value
- EPS growing 63.4% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth