BLBDBlue Bird Corporation

$56.32-5.7% 1Y

Is the price fair?

Excellent

Undemanding: modest expectations priced in, cheap against its own history, and cheap vs its sector.

3 good
What the price assumes~+3% a yearderived · Jun 27, 2026

Priced for ~3% a year FCF growth. The price bakes in little to no growth.

Vs its own P/E rangecheapest in 31 quartersderived

Cheap vs its own history: P/E 6.8 vs a 21.2 median over 31 quarters (−68% vs median).

Vs sector (EV/EBIT)14.1×derived · Sep 27, 2025

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.

P/E (valuation)top 3% of the market
FCF yieldmiddle of the market

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.

6.84

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%
BLBD has re-rated away from its own history, so multiplying the old multiple by today's earnings prices a full reversal, not the business
MethodPer share
What its own history would implynot 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.