Belden (BDC) 주식 개요
는 데이터 인프라를 연계하여 고객에게 새로운 가능성을 열어주는 연결 솔루션을 제공합니다. 자세히 보기
BDC Community Fair Values
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Analyst Price Targets
Belden Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$108.89 |
| 52주 최고가 | US$159.99 |
| 52주 최저가 | US$103.57 |
| 베타 | 1.18 |
| 1개월 변동 | -16.39% |
| 3개월 변동 | -27.84% |
| 1년 변동 | -3.54% |
| 3년 변동 | 27.75% |
| 5년 변동 | 111.27% |
| IPO 이후 변동 | 433.51% |
최근 뉴스 및 업데이트
Seeking Alpha • Apr 30
Belden: Investors Have Some Questions On The Ruckus Deal
Summary Belden shares dropped sharply after announcing the $1.85B RUCKUS acquisition, despite solid Q1 earnings and organic growth. The RUCKUS deal brings strategic expansion into wireless and cloud networking but is priced at a premium 13x 2026E EBITDA, raising leverage concerns. BDC's pro forma leverage is expected to be near 3x EBITDA, with limited immediate financial accretion and a mixed historical track record tempering enthusiasm. Valuation looks compelling at 13–14x earnings post-pullback, but I remain cautious pending clearer evidence of deal execution and integration success. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 30
BDC: AI Data Center Solutions And Buybacks Will Drive Future Upside
Analysts have slightly reduced their price target for Belden from $176.00 to $171.75, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Belden announced a partnership with OptiCool to offer integrated racks, power, connectivity and rear door heat exchanger cooling that can support up to 120 kW per rack for AI workloads in new and existing data centers (Key Developments).Recent updates
Seeking Alpha • Apr 30
Belden: Investors Have Some Questions On The Ruckus Deal
Summary Belden shares dropped sharply after announcing the $1.85B RUCKUS acquisition, despite solid Q1 earnings and organic growth. The RUCKUS deal brings strategic expansion into wireless and cloud networking but is priced at a premium 13x 2026E EBITDA, raising leverage concerns. BDC's pro forma leverage is expected to be near 3x EBITDA, with limited immediate financial accretion and a mixed historical track record tempering enthusiasm. Valuation looks compelling at 13–14x earnings post-pullback, but I remain cautious pending clearer evidence of deal execution and integration success. Read the full article on Seeking Alpha내러티브 업데이트 • Apr 30
BDC: AI Data Center Solutions And Buybacks Will Drive Future Upside
Analysts have slightly reduced their price target for Belden from $176.00 to $171.75, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Belden announced a partnership with OptiCool to offer integrated racks, power, connectivity and rear door heat exchanger cooling that can support up to 120 kW per rack for AI workloads in new and existing data centers (Key Developments).내러티브 업데이트 • Apr 12
BDC: Share Repurchases And Cybersecurity Expansion Will Drive Future Upside
Analysts kept their Belden price target steady at $176, reflecting largely unchanged views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Belden introduced new cybersecurity products for operational technology environments, including the Belden Virtual Firewall, a hardware agnostic solution with three licensing tiers and features such as deep packet inspection, intrusion prevention and high availability (Key Developments).내러티브 업데이트 • Mar 29
BDC: Share Repurchases And Margin Expansion Will Drive Future Upside
Narrative Update on Belden Analysts have revised their price target for Belden slightly higher to $176.0 from $175.8, citing updated assumptions that reflect a revised profit margin outlook and a modestly lower future P/E multiple. What's in the News Belden launched new cybersecurity products for operational technology environments, including a next generation Belden Virtual Firewall that is hardware agnostic and offers deep packet inspection, intrusion prevention and high availability across three licensing tiers (Key Developments).내러티브 업데이트 • Mar 14
BDC: Share Repurchases And M&A Focus Will Support Future Upside
Analysts have kept their $175.80 price target on Belden steady, citing essentially unchanged fair value, revenue growth, profit margin, discount rate and forward P/E assumptions in their updated models. What's in the News Belden launched new cybersecurity and networking products for operational technology environments, including a hardware agnostic Virtual Firewall with three licensing tiers that support deep packet inspection, intrusion prevention and high availability, plus new LioN-X LC Digital I/O Modules that are the first digital I/O modules under the Belden brand (Key Developments).내러티브 업데이트 • Feb 28
BDC: Buybacks And M&A Pipeline Will Support Future Upside Potential
Analysts have adjusted their price target on Belden from $169.40 to $175.80, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News Belden completed a share repurchase of 1,345,511 shares, representing 3.39% of shares, for a total of US$154.91 million under the buyback program announced on September 12, 2024.분석 기사 • Feb 16
Belden Inc. (NYSE:BDC) Just Reported And Analysts Have Been Lifting Their Price Targets
It's been a good week for Belden Inc. ( NYSE:BDC ) shareholders, because the company has just released its latest...내러티브 업데이트 • Feb 14
BDC: Future Margins And M&A Pipeline Will Drive Upside Potential
Analysts have lifted their price target for Belden from $142.60 to $169.40, reflecting updated assumptions for slightly higher revenue growth, profit margins near 10.17%, and a P/E framework around 24.74x. What's in the News Belden issued new earnings guidance for the first quarter of 2026, with expected revenues in the range of $675 million to $690 million and GAAP EPS between $1.21 and $1.31 per share (Corporate Guidance).분석 기사 • Oct 22
When Should You Buy Belden Inc. (NYSE:BDC)?
Belden Inc. ( NYSE:BDC ), is not the largest company out there, but it received a lot of attention from a substantial...분석 기사 • Jul 15
Estimating The Intrinsic Value Of Belden Inc. (NYSE:BDC)
Key Insights The projected fair value for Belden is US$148 based on 2 Stage Free Cash Flow to Equity Current share...분석 기사 • Jun 14
Is Belden Inc. (NYSE:BDC) Potentially Undervalued?
Belden Inc. ( NYSE:BDC ), is not the largest company out there, but it received a lot of attention from a substantial...분석 기사 • May 28
Here's Why Belden (NYSE:BDC) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • May 13
What Belden Inc.'s (NYSE:BDC) P/E Is Not Telling You
Belden Inc.'s ( NYSE:BDC ) price-to-earnings (or "P/E") ratio of 20.8x might make it look like a sell right now...분석 기사 • Mar 27
Belden Inc.'s (NYSE:BDC) Intrinsic Value Is Potentially 28% Above Its Share Price
Key Insights Belden's estimated fair value is US$135 based on 2 Stage Free Cash Flow to Equity Current share price of...분석 기사 • Feb 24
Here's Why Belden (NYSE:BDC) Can Manage Its Debt Responsibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Jan 27
Belden Inc.'s (NYSE:BDC) Earnings Haven't Escaped The Attention Of Investors
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...분석 기사 • Jan 11
Is Now An Opportune Moment To Examine Belden Inc. (NYSE:BDC)?
While Belden Inc. ( NYSE:BDC ) might not have the largest market cap around , it saw significant share price movement...Seeking Alpha • Dec 20
Belden: Upsides Now Captured, Margin Of Safety Now Limited
Summary BDC stock has surged 64% in 12 months, driven by earnings and multiple expansion, but current valuations overstate its earnings power. BID is now unattractive due to high embedded expectations and a low probability of achieving implied EBIT CAGR by FY'26E. Potential downsides exist due to mispriced operating assets and high reinvestment needs to sustain earnings. I revise BDC to a hold, maintaining an $85/share valuation. Read the full article on Seeking Alpha분석 기사 • Oct 21
Belden Inc.'s (NYSE:BDC) Share Price Could Signal Some Risk
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...분석 기사 • Oct 05
Belden Inc. (NYSE:BDC) Shares Could Be 21% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Belden is US$148 based on 2 Stage Free Cash Flow to Equity Belden's US$117...분석 기사 • Sep 19
Belden (NYSE:BDC) Takes On Some Risk With Its Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...주주 수익률
| BDC | US Electronic | US 시장 | |
|---|---|---|---|
| 7D | -5.0% | 1.7% | 0.5% |
| 1Y | -3.5% | 93.7% | 25.4% |
수익률 대 산업: BDC은 지난 1년 동안 93.7%의 수익을 기록한 US Electronic 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: BDC은 지난 1년 동안 25.4%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| BDC volatility | |
|---|---|
| BDC Average Weekly Movement | 6.1% |
| Electronic Industry Average Movement | 8.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: BDC는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: BDC의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1902 | 8,000 | Ashish Chand | www.belden.com |
는 데이터 인프라를 조정하여 고객에게 새로운 가능성을 열어주는 연결 솔루션을 제공합니다. 이 회사는 구리 케이블 및 연결 솔루션, 광 케이블 및 연결 솔루션, 상호 연결 패널, 랙 및 인클로저, 근거리 통신망, 데이터 센터, 액세스 제어, 5G, 가정 내 광케이블, 빌딩 자동화 애플리케이션에 사용되는 신호 확장 및 매트릭스 스위칭 시스템을 제공합니다. 또한 미션 크리티컬 데이터 센터 운영을 위한 전력, 냉각 및 공기 흐름 관리 제품과 엔드투엔드 광케이블 및 구리선 네트워크 시스템도 제공합니다.
Belden Inc. 기초 지표 요약
| BDC 기초 통계 | |
|---|---|
| 시가총액 | US$4.28b |
| 순이익 (TTM) | US$236.61m |
| 매출 (TTM) | US$2.79b |
17.9x
주가수익비율(P/E)1.5x
주가매출비율(P/S)BDC는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BDC 손익계산서 (TTM) | |
|---|---|
| 매출 | US$2.79b |
| 매출원가 | US$1.74b |
| 총이익 | US$1.04b |
| 기타 비용 | US$807.23m |
| 순이익 | US$236.61m |
최근 보고된 실적
Mar 29, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 6.08 |
| 총이익률 | 37.46% |
| 순이익률 | 8.49% |
| 부채/자본 비율 | 98.2% |
BDC의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.2%
현재 배당 수익률3%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/13 14:12 |
| 종가 | 2026/05/13 00:00 |
| 수익 | 2026/03/29 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Belden Inc.는 16명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Alek Gasiel | Barrington Research Associates, Inc. |
| Jonathan Dorsheimer | Canaccord Genuity |
| George Godfrey | CL King & Associates, Inc. |