Stock AnalizBlue Bird Corp BLBD
Construction/Ag Equipment/Trucks · IPO 2014 · data as of November 13, 2026
Blue Bird Corp (BLBD) is a consumer discretionary company listed in the US with a market value of about $1.7B. In the twelve months to June 27, 2026 it had revenue of $1.6B and net income of $282M, a net margin of 17.5%.
Its overall Stock Analiz score is 3.4 out of 5 (good). The strongest part is value (5/5); the weakest is shareholder returns (1/5).
Key numbers: a P/E of 6.6, a price to free cash flow of 11.3, 5-year revenue growth of 11% a year, a 5-year average ROIC of 15%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 4% above the current price.
Score: 3.4 / 5
Checks passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- 3-year revenue growth above 10% a year
- Profit margin improving
- 5-year EPS growth above 10% a year
Checks not passed
- Revenue growth above 10% last year
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
- Profitable 5 years in a row
- Pays a dividend
- Share count down over 3 years (buybacks)
- 20% to 100% of free cash flow returned to shareholders
- Dividend 3 years in a row
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.6B | $1.5B | $1.3B | $1.1B | $801M | $684M | $879M | $1.0B | $1.0B | $991M | $932M |
| Net income | $282M | $128M | $106M | $24M | -$46M | -$289000 | $12M | $24M | $31M | $29M | $7M |
| Free cash flow | $153M | $153M | $96M | $111M | -$31M | -$66M | -$16M | $20M | $16M | $38M | $16M |
| EPS (diluted) | $8.23 | $3.88 | $3.16 | $0.74 | $-1.48 | $-0.01 | $0.45 | $0.90 | $1.08 | $0.74 | $0.14 |
| Net margin | 17.5% | 8.6% | 7.8% | 2.1% | -5.7% | -0.0% | 1.4% | 2.4% | 3.0% | 2.9% | 0.7% |
| ROIC | — | 35.1% | 39.5% | 19.1% | -20.0% | 3.7% | 14.4% | 25.6% | 21.8% | 42.5% | 28.2% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 7 analysts is $90.14, 63% above the current price; targets range from $85.00 to $95.00; the consensus rating is “Strong buy”; expected EPS is $4.80 for the fiscal year ending September 30, 2026.
Frequently asked questions
What is Blue Bird’s P/E ratio?
About 6.6, based on the last twelve months of diluted earnings per share (forward P/E about 12.5).
Is Blue Bird stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 4% above the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Blue Bird pay a dividend?
Not currently.
Is Blue Bird a good stock to buy?
We do not give buy or sell advice. Blue Bird scores 3.4 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.