Blue Bird Corporation (BLBD) vs CNH Industrial N.V. (CNH)

Blue Bird Corporation and CNH Industrial N.V. are both Farm & Heavy Construction Machinery companies. CNH Industrial N.V. is the larger, with a market value of $16.4B against $1.8B — 9.3× the size. Blue Bird Corporation trades at the lower P/E: 6.9× against 52.4×. Blue Bird Corporation grew revenue faster over the last twelve months: 13.5% against 0.64%. Blue Bird Corporation has the higher net margin (17.5% vs 1.71%) and the higher return on invested capital (18.2% vs 4.91%). Across the 22 metrics below, Blue Bird Corporation leads on 17 and CNH Industrial N.V. on 5.

Valuation

Metric BLBD CNH Farm & Heavy Construction Machinery median
P/E 6.87 52.36 23.38
P/S 1.23 0.89 0.81
P/B 3.04 2.08 1.43
Price to free cash flow 12.99 26.52 25.31
EV/EBITDA 9.43 12.76 12.13
EV/Sales 1.23 2.18 1.20
Earnings yield 14.56% 1.91% 2.73%
Free cash flow yield 7.70% 3.77% 3.02%

Profitability

Metric BLBD CNH Farm & Heavy Construction Machinery median
Gross margin 20.57% 30.55% 24.21%
Operating margin 11.77% 13.52% 4.47%
Net margin 17.48% 1.71% 1.49%
Free cash flow margin 9.50% 3.36% 2.15%
Return on equity 64.29% 3.99% 4.16%
Return on assets 32.36% 0.72% 1.45%
Return on invested capital 18.17% 4.91% 3.36%

Growth

Metric BLBD CNH Farm & Heavy Construction Machinery median
Revenue growth (TTM) 13.46% 0.64% 2.18%
EPS growth (last fiscal year) 22.78% (58.59%) —
Revenue growth, 5-year CAGR 10.98% (7.02%) 7.34%
Net income growth, 5-year CAGR 59.99% 0.00% 0.00%

Health

Metric BLBD CNH Farm & Heavy Construction Machinery median
Debt to equity 0.18 3.33 0.67
Current ratio 1.64 12.23 1.98
Net debt to EBITDA (0.76) 6.90 1.12

Dividend

Metric BLBD CNH Farm & Heavy Construction Machinery median
Dividend yield — 2.73% 1.45%
Payout ratio 0.00 0.23 0.08

Size

Metric BLBD CNH Farm & Heavy Construction Machinery median
Market cap 1.77b 16.44b 772.81m

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