Belden Inc. (BDC)
NYSEInformation TechnologyCommunication EquipmentSnapshot 2026-09-04
NYSEInformation TechnologyCommunication EquipmentSnapshot 2026-09-04
QuarterlyIQ Insights · BDC
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $122 BDC trades at 15× p/e, below its 46× p/e peer median. Our $177 fair value sits well above the price. We hold it with medium confidence: the peer anchor overstates how cheap it looks. Analysts target $155–$170. Note: our $177 fair value sits above the entire analyst range ($155–$170). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $155.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $73.23 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $82.10 | — | — | Hist. CAGR | high |
| graham number | 12M | $80.44 | — | — | TTM | high |
| Peer EV/EBITDA |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$155.00 – $170.00 (median $155.00) · 3 analysts · as of 2026-08-19
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 13% over what the business is worth with no growth; closing that gap needs roughly 0.7 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $6.05/sh owner earnings.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $128.19 |
| 11.3 |
| 10.52 |
| TTM |
| high |
| Peer P/FCF | 12M | $184.34 | 34.1 | 5.40 | TTM | high |
| Peer P/E | 12M | $373.12 | 45.7 | 8.16 | TTM | high |
| Peer P/S | 12M | $299.51 | 4.1 | 72.93 | TTM | high |
| residual income | 12M | $55.90 | — | — | TTM | high |
| triangulated | 12M | $390.21 | 45.7 | 8.53 | Triangulated | high |
| Peer P/FCF | 3Y | $164.41 | 34.1 | 4.82 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $475.52 | 45.7 | 10.40 | Hist. CAGR(prov.) | medium |
| Peer P/S | 3Y | $430.03 | 4.1 | 104.71 | Hist. CAGR(prov.) | medium |
| Peer P/FCF | 5Y | $152.34 | 34.1 | 4.46 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $499.19 | 45.7 | 10.92 | Hist. CAGR(prov.) | medium |
| Peer P/S | 5Y | $451.43 | 4.1 | 109.92 | Hist. CAGR(prov.) | medium |