This summary was created by AI, based on 4 opinions in the last 12 months.
Littelfuse Inc. is a leading provider of fuses and component parts for the electrification of the world, with a strong focus on the automotive, industrial, and data center sectors. Despite struggles in the automotive industry, the company is poised to benefit from the growing trend of electric vehicles. It has consistently generated free cash flow and maintained financial flexibility, making it a resilient investment option. The stock has the potential to see growth in the future, especially with the increasing demand for AI technology and electrification.
LFUS is $6.1B market cap, trading at 29X earnings with a 1.04% yield. Net debt is about 1X cash flow, and EPS growth has been decent, though a decline is expected this year before about 30%+ growth in 2025. Versus a group of Bloomberg peers, it is cheaper on P/E but has a lower return on equity and much lower growth (at least this year, -6% vs +16%). Its yield is average versus peers. All-in, while we don't have a lot really against it, with some debt and less growth it just does not compare so favourably with peers.
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Carmakers have been slumping (i.e. Tesla), so consider car suppliers instead. LFUS makes fuses, which cars (and other products) need. It's had a good run in recent years and will offer good exposure to EV trend in coming years.
It provides fuses, silver protectors to the automotive, industrial and data centres as well as other component parts for electrification of the world. Data centres are an important part of AI technology. It has done well in growing the business at 10 to 12% on a yearly basis and we're looking at a dividend growth rate of 12% per year. Buy 2 Hold 6 Sell 0
(Analysts’ price target is $267.88)We all use fuses, including for EVs. He's owned this for 10 years. They also make sensors for cars and LED lights. The stock hit highs last September, but is cheaper than. Trades at 22x PE, but historically it's 14x. The market expects earnings growth.
Littelfuse Inc. is a American stock, trading under the symbol LFUS-Q on the NASDAQ (LFUS). It is usually referred to as NASDAQ:LFUS or LFUS-Q
In the last year, 3 stock analysts published opinions about LFUS-Q. 2 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Littelfuse Inc..
Littelfuse Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Littelfuse Inc..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
3 stock analysts on Stockchase covered Littelfuse Inc. In the last year. It is a trending stock that is worth watching.
On 2025-01-10, Littelfuse Inc. (LFUS-Q) stock closed at a price of $235.245.
All the energy that's about to be consumed through electrification needs fuses. Smartphones have not been growing, but if Apple's iPhone with AI has traction, should see a pickup. A lot of automakers are struggling, and that's 2/3 of its business.
Still generates free cashflow and turns profits into 100% free cashflow. Financial flexibility to get them through these slower times. If stock price falls so that the portfolio position falls to 2%, he buys more to bring it up to a 3% weighting.