BLBDBlue Bird Corporation
Is the price fair?
Undemanding: modest expectations priced in, cheap against its own history, and cheap vs its sector.
Priced for ~3% a year FCF growth. The price bakes in little to no growth.
Cheap vs its own history: P/E 6.8 vs a 21.2 median over 31 quarters (−68% vs median).
Sector median 23.3× across 246 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What BLBD's price assumes
Blue Bird Corporation trades at 6.84× earnings against 24.5× for the median Farm & Heavy Construction Machinery name, cheaper than its own group.
Trailing P/E · Farm & Heavy Construction Machinery median 24.5 · cheaper than the typical name in its group
- Price / sales
- 1.69
Price / sales · today's price, fiscal year to Sep 27, 2025
- Free cash flow yield
- 6.1%
Free cash flow yield · Farm & Heavy Construction Machinery median 4.0%
- Growth the price implies
- +3.0%
Growth the price implies · The price pays for +3.0% free cash flow growth a year for a decade; the business has delivered +13% a year over the last three.
Details›
- Price / booktoday's price, fiscal year to Sep 27, 2025
- 9.80
- EV / EBITtoday's price, fiscal year to Sep 27, 2025
- 14.1
- EV / salestoday's price, fiscal year to Sep 27, 2025
- 1.60
- Industrials median P/E440 names
- 26.5
- Farm & Heavy Construction Machinery median P/E18 names
- 24.5
- Free cash flow, trailing twelve months
- $153M
- Market capitalisation
- $2.50B
- 3-year free cash flow growth
- +13%
| Method | Per share |
|---|---|
| What its own history would imply | not meaningful, 6.84× today against a 21.2× median |
| 52-week range | $46.59 – $81.49 |
| Today | $56.32 |
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
Farm & Heavy Construction Machinery
Ranks #3 of 14 by RyuScore