AGCO Corporation (AGCO) vs Blue Bird Corporation (BLBD)

AGCO Corporation and Blue Bird Corporation are both Farm & Heavy Construction Machinery companies. AGCO Corporation is the larger, with a market value of $8.1B against $1.8B — 4.6× the size. Blue Bird Corporation trades at the lower P/E: 6.9× against 16.3×. Blue Bird Corporation grew revenue faster over the last twelve months: 13.5% against 1.74%. Blue Bird Corporation has the higher net margin (17.5% vs 5.15%) and the higher return on invested capital (18.2% vs 6.05%). Across the 22 metrics below, Blue Bird Corporation leads on 17 and AGCO Corporation on 5.

Valuation

Metric AGCO BLBD Farm & Heavy Construction Machinery median
P/E 16.30 6.87 23.38
P/S 0.81 1.23 0.81
P/B 2.06 3.04 1.43
Price to free cash flow 25.31 12.99 25.31
EV/EBITDA 11.18 9.43 12.13
EV/Sales 1.02 1.23 1.20
Earnings yield 6.13% 14.56% 2.73%
Free cash flow yield 3.95% 7.70% 3.02%

Profitability

Metric AGCO BLBD Farm & Heavy Construction Machinery median
Gross margin 25.27% 20.57% 24.21%
Operating margin 5.83% 11.77% 4.47%
Net margin 5.15% 17.48% 1.49%
Free cash flow margin 3.20% 9.50% 2.15%
Return on equity 12.93% 64.29% 4.16%
Return on assets 4.41% 32.36% 1.45%
Return on invested capital 6.05% 18.17% 3.36%

Growth

Metric AGCO BLBD Farm & Heavy Construction Machinery median
Revenue growth (TTM) 1.74% 13.46% 2.18%
EPS growth (last fiscal year) 271.35% 22.78% —
Revenue growth, 5-year CAGR 1.96% 10.98% 7.34%
Net income growth, 5-year CAGR 11.21% 59.99% 0.00%

Health

Metric AGCO BLBD Farm & Heavy Construction Machinery median
Debt to equity 0.67 0.18 0.67
Current ratio 1.32 1.64 1.98
Net debt to EBITDA 1.71 (0.76) 1.12

Dividend

Metric AGCO BLBD Farm & Heavy Construction Machinery median
Dividend yield 5.07% — 1.45%
Payout ratio 0.07 0.00 0.08

Size

Metric AGCO BLBD Farm & Heavy Construction Machinery median
Market cap 8.14b 1.77b 772.81m

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