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Company Analysis

Blue Bird Corporation BLBD

A comprehensive view of key metrics, scores, and financial health for Blue Bird Corporation

Overview of Blue Bird Corporation

BLBD NGM
Industrials Farm & Heavy Construction Machinery Small Cap
Blue Bird Corporation (BLBD), is a Small Cap company, in the Farm & Heavy Construction Machinery industry, last closed at $53.38, about 41.0% undervalued vs fair value, +53.1% 1Y return, ranked 345/656 in sector.
$53.38
-0.22%
As of March 13, 2026
Previous close • Vol 90d: 39.5%
52-Week Range
Market Cap
$1.69B
Enterprise Value
$1.54B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.blue-bird.com
HQ Macon, GA
Employees 2,008
Fiscal year Sep 30

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$66
$75
$85
Current: $53.38 +41% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$1.5B
9.9%%
Gross Profit
$303.5M
18.5%%
Operating Income
$167.2M
20%%
Net Income
$127.7M
21%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
120.1%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$56.5M
36.9% of FCF

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Blue Bird Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
64
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
47
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing BLBD's balance between Growth (38.7%), Profitability (35.6%), and Safety (25.7%). Growth 39% Safety 26% Profitability 36%

Click axes to expand details. Marker shows current allocation.

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Growth

83th percentile vs peers
84
Key Signals
Rev Growth YoY 9.9% 83p Revenue CAGR 3Y 22.7% 87p EPS Growth YoY 22.7% 75p TSR 5.90 94p
Strengths
  • Growth performance in top 20% of peers (percentile: 83)
  • Rev Growth Yoy in top 20% of peers (9.9%, 83th percentile)
  • Revenue Cagr 3Y in top 20% of peers (22.7%, 87th percentile)
  • Interest Coverage Ratio in top 20% of peers (24.54, 91th percentile)
  • Superior capital returns - 3 return metrics above peer median
Risks

No significant risks identified for this axis.

Profitability

77th percentile vs peers
77
Key Signals
Strengths
Risks
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Safety

55th percentile vs peers
56
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Blue Bird Corporation.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$75.26
- - -
+41.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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