Aebi Schmidt Holding AG (AEBI) vs Blue Bird Corporation (BLBD)

Aebi Schmidt Holding AG and Blue Bird Corporation are both Farm & Heavy Construction Machinery companies. Blue Bird Corporation is the larger, with a market value of $1.8B against $870.7M — 2.0× the size. Blue Bird Corporation trades at the lower P/E: 6.9× against 34.8×. Aebi Schmidt Holding AG grew revenue faster over the last twelve months: 79.4% against 13.5%. Blue Bird Corporation has the higher net margin (17.5% vs 1.09%) and the higher return on invested capital (18.2% vs 4.09%). Across the 20 metrics below, Blue Bird Corporation leads on 14 and Aebi Schmidt Holding AG on 6.

Valuation

Metric AEBI BLBD Farm & Heavy Construction Machinery median
P/E 34.83 6.87 23.38
P/S 0.43 1.23 0.81
P/B 1.03 3.04 1.43
Price to free cash flow 120.66 12.99 25.31
EV/EBITDA 9.27 9.43 12.13
EV/Sales 0.69 1.23 1.20
Earnings yield 2.87% 14.56% 2.73%
Free cash flow yield 0.83% 7.70% 3.02%

Profitability

Metric AEBI BLBD Farm & Heavy Construction Machinery median
Gross margin 19.40% 20.57% 24.21%
Operating margin 4.47% 11.77% 4.47%
Net margin 1.09% 17.48% 1.49%
Free cash flow margin 0.36% 9.50% 2.15%
Return on equity 3.58% 64.29% 4.16%
Return on assets 1.31% 32.36% 1.45%
Return on invested capital 4.09% 18.17% 3.36%

Growth

Metric AEBI BLBD Farm & Heavy Construction Machinery median
Revenue growth (TTM) 79.44% 13.46% 2.18%
EPS growth (last fiscal year) (77.68%) 22.78% —
Revenue growth, 5-year CAGR — 10.98% 7.34%
Net income growth, 5-year CAGR — 59.99% 0.00%

Health

Metric AEBI BLBD Farm & Heavy Construction Machinery median
Debt to equity 0.75 0.18 0.67
Current ratio 1.98 1.64 1.98
Net debt to EBITDA 4.23 (0.76) 1.12

Dividend

Metric AEBI BLBD Farm & Heavy Construction Machinery median
Dividend yield — — 1.45%
Payout ratio — 0.00 0.08

Size

Metric AEBI BLBD Farm & Heavy Construction Machinery median
Market cap 870.71m 1.77b 772.81m

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