Blue Bird Corporation (BLBD) vs Hyster-Yale, Inc. (HY)

Blue Bird Corporation and Hyster-Yale, Inc. are both Farm & Heavy Construction Machinery companies. Blue Bird Corporation is the larger, with a market value of $1.9B against $483.2M — 3.8× the size. Hyster-Yale, Inc. has negative trailing earnings, so its P/E is not meaningful; Blue Bird Corporation trades at 7.0×. Blue Bird Corporation grew revenue faster over the last twelve months: 13.5% against −14.2%. Blue Bird Corporation has the higher net margin (17.5% vs −3.86%) and the higher return on invested capital (18.2% vs −8.19%). Across the 20 metrics below, Blue Bird Corporation leads on 17 and Hyster-Yale, Inc. on 3.

Valuation

Metric BLBD HY Farm & Heavy Construction Machinery median
P/E 7.01 n/m 21.67
P/S 1.26 0.15 0.77
P/B 3.10 1.32 1.31
Price to free cash flow 13.26 70.35 20.59
EV/EBITDA 9.62 n/m 11.30
EV/Sales 1.26 0.25 1.11
Earnings yield 14.27% (26.43%) 3.08%
Free cash flow yield 7.54% 1.42% 3.12%

Profitability

Metric BLBD HY Farm & Heavy Construction Machinery median
Gross margin 20.57% 15.11% 22.91%
Operating margin 11.77% (2.76%) 4.47%
Net margin 17.48% (3.86%) 1.41%
Free cash flow margin 9.50% 0.21% 2.26%
Return on equity 64.29% (28.35%) 3.99%
Return on assets 32.36% (6.49%) 1.31%
Return on invested capital 18.17% (8.19%) 4.09%

Growth

Metric BLBD HY Farm & Heavy Construction Machinery median
Revenue growth (TTM) 13.46% (14.18%) 1.81%
EPS growth (last fiscal year) 22.78% (142.29%) (27.79%)
Revenue growth, 5-year CAGR 10.98% 6.03% 6.63%
Net income growth, 5-year CAGR 59.99% 0.00% 0.00%

Health

Metric BLBD HY Farm & Heavy Construction Machinery median
Debt to equity 0.18 1.05 0.66
Current ratio 1.64 1.24 1.98
Net debt to EBITDA (0.76) 10.42 1.12

Dividend

Metric BLBD HY Farm & Heavy Construction Machinery median
Dividend yield — 5.28% 1.24%
Payout ratio — — 0.31

Size

Metric BLBD HY Farm & Heavy Construction Machinery median
Market cap 1.86b 483.23m 836.63m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack