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 $1.8B against $552.6M — 3.2× the size. Hyster-Yale, Inc. has negative trailing earnings, so its P/E is not meaningful; Blue Bird Corporation trades at 6.9×. Blue Bird Corporation grew revenue faster over the last twelve months: 13.5% against −11.1%. Blue Bird Corporation has the higher net margin (17.5% vs −3.33%) and the higher return on invested capital (18.2% vs −7.03%). 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 6.87 n/m 23.38
P/S 1.23 0.16 0.81
P/B 3.04 1.41 1.43
Price to free cash flow 12.99 33.12 25.31
EV/EBITDA 9.43 n/m 12.13
EV/Sales 1.23 0.25 1.20
Earnings yield 14.56% (21.12%) 2.73%
Free cash flow yield 7.70% 3.02% 3.02%

Profitability

Metric BLBD HY Farm & Heavy Construction Machinery median
Gross margin 20.57% 15.36% 24.21%
Operating margin 11.77% (2.32%) 4.47%
Net margin 17.48% (3.33%) 1.49%
Free cash flow margin 9.50% 0.48% 2.15%
Return on equity 64.29% (24.80%) 4.16%
Return on assets 32.36% (5.84%) 1.45%
Return on invested capital 18.17% (7.03%) 3.36%

Growth

Metric BLBD HY Farm & Heavy Construction Machinery median
Revenue growth (TTM) 13.46% (11.14%) 2.18%
EPS growth (last fiscal year) 22.78% (142.29%) —
Revenue growth, 5-year CAGR 10.98% 6.03% 7.34%
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 1.02 0.67
Current ratio 1.64 1.28 1.98
Net debt to EBITDA (0.76) 10.42 1.12

Dividend

Metric BLBD HY Farm & Heavy Construction Machinery median
Dividend yield — 1.88% 1.45%
Payout ratio 0.00 0.64 0.08

Size

Metric BLBD HY Farm & Heavy Construction Machinery median
Market cap 1.77b 552.62m 772.81m

Compare with another peer

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