Obermatt

Blue Bird

NMQ:BLBD · US0953061068
MachineryMedium

360

96
EV / EBIT69
Price / Owner Earnings46
Owner Earnings Yield72
Dividend Yield1
Price/Sales56
EV / Gross Profit35
Price/Book14
Return on Capital100
Cash Return on Capital100
Return on Equity100
EBIT Margin77
Gross Profitability98
Cash Conversion54
Accruals97
Owner Earnings Margin74
Sales growth79
Profit Growth38
Long-Term EPS Growth56
Owner Earnings Growth54
Reinvestment98
Price momentum88
Debt load78
Refinancing9
Debt Payback100
Liquidity94
Analyst ratings74
Opinion Changes24
Price Target Upside19
Market mood100
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Blue Bird generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryMachinery
SizeMedium
TypePublic Company
ExchangeNASDAQGM
Employees445
ISINUS0953061068
Last UpdateApr 2, 2026
Themes
Industrial AutomationCleanTechFleet ManagementElectric VehicleAutomotiveConsumerManufacturing

Description

Blue Bird Corporation (Blue Bird) operates as an independent designer and manufacturer of school buses. The company reviews and presents its business in two operating segments, which are also the company’s reportable segments: the Bus segment, which…

Analysis

Quality compounder

Blue Bird Corporation is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is fair. You pay 18.1× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 5% yearly growth; analysts expect 13%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is sturdy. The company scores 16/20 on our value-creation score: strong value creator.

What to watch: Some accounting patterns deserve a closer look. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
82
2023202420252026

All-time high

82

Jun 2026

All-time low

1

Jan 2023

Average rank

50

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
56
47
59
80
Price/Earnings
71
90
58
3
Price/Book
14
6
1
100
Dividend Yield
1
1
1
1
Value (overall)
20
19
4
48

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →