Blue Bird Corporation
The Company (formerly Hennessy Capital Acquisition Corp.) was incorporated in Delaware on September 24, 2013 as a special purpose acquisition company, or SPAC. On February 24, 2015, the Company consummated a business combination (the Business Combination ), pursuant to which the Company acquired all of the outstanding capital stock of School Bus Holdings Inc., a Delaware corporation ( School Bu…
$56.73
-$0.39 (-0.68%)
Price from 2 days ago
11.77% operating margin is respectable but not wide. ROIC at 31.61%.
Revenue grew 9.9% in the fiscal year ended Sep 2025, steady but not accelerating.
ROIC fell 8.3 points in the fiscal year ended Sep 2025, capital efficiency is deteriorating.
6.90x earnings, 11.73x FCF. A below-average multiple, which usually means the market expects earnings to fall. Check whether the filings support that.
Price History
Valuation & Multiples
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$1.61B
▲ +9.9% YoY
Net Income (TTM)
$282M
▲ +21.0% YoY
Op. Margin
11.77%
▲ +1.0pp YoY
ROIC
31.61%
▼ -8.3pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$153M
▲ +60.0% YoY
Op. Cash Flow (TTM)
$180M
▲ +58.6% YoY
Net Debt
-$1M
Net Cash Position
Cash & Equiv.
$117M
5Y CAGR: +16.7%
Continue Research
SourceComputed from the 10-Q filed 31 Jul 2026, covering the period ending 27 Jun 2026, as reported to the SEC. Data last refreshed 28 Sept 2026. How this is calculated.
Price from market data, last close as of 22 Oct 2026. Fiscal year ends Oct. Sector medians are approximate S&P 500 benchmarks and update periodically.
Is Blue Bird (BLBD) overvalued?
At a P/E of 6.9 and a price-to-free-cash-flow of 11.7, Blue Bird (BLBD) trades below a two-stage DCF intrinsic value of about $131.38 per share, so at $56.73 the stock looks undervalued (131.6% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Blue Bird scores 89/100 on Intrinsiqq's quality scorecard (a high-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.
Frequently asked
What is Blue Bird's fair value?+
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $131.38 per share for BLBD, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $98.53. At today's $56.73, that puts the stock about 131.6% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Is Blue Bird a high-quality business?+
Blue Bird scores 89 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a high-quality business on these measures. Recent fundamentals include a 11.8% operating margin and a 31.6% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Is Blue Bird a good stock to buy right now?+
That depends on valuation and quality together, not either alone. BLBD currently trades below its estimated intrinsic value and scores 89/100 on quality (high-quality). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.
Related stocks: Truck & Bus Bodies
Spot a number that looks wrong? Check it in BLBD's SEC filings or
Download this analysis as a PDF (Pro)
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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