Blue Bird Corporation (BLBD) vs PACCAR Inc. (PCAR)

Blue Bird Corporation and PACCAR Inc. are both Farm & Heavy Construction Machinery companies. PACCAR Inc. is the larger, with a market value of $55.0B against $1.9B — 29.6× the size. Blue Bird Corporation trades at the lower P/E: 7.0× against 19.9×. Blue Bird Corporation grew revenue faster over the last twelve months: 13.5% against −1.53%. Blue Bird Corporation has the higher net margin (17.5% vs 9.50%) and the higher return on invested capital (18.2% vs 9.47%). Across the 22 metrics below, Blue Bird Corporation leads on 18 and PACCAR Inc. on 4.

Valuation

Metric BLBD PCAR Farm & Heavy Construction Machinery median
P/E 7.01 19.89 21.67
P/S 1.26 1.89 0.77
P/B 3.10 2.63 1.31
Price to free cash flow 13.26 17.77 20.59
EV/EBITDA 9.62 12.48 11.30
EV/Sales 1.26 2.08 1.11
Earnings yield 14.27% 5.03% 3.08%
Free cash flow yield 7.54% 5.63% 3.12%

Profitability

Metric BLBD PCAR Farm & Heavy Construction Machinery median
Gross margin 20.57% 20.15% 22.91%
Operating margin 11.77% 13.80% 4.47%
Net margin 17.48% 9.50% 1.41%
Free cash flow margin 9.50% 10.65% 2.26%
Return on equity 64.29% 13.71% 3.99%
Return on assets 32.36% 6.18% 1.31%
Return on invested capital 18.17% 9.47% 4.09%

Growth

Metric BLBD PCAR Farm & Heavy Construction Machinery median
Revenue growth (TTM) 13.46% (1.53%) 1.81%
EPS growth (last fiscal year) 22.78% (42.91%) (27.79%)
Revenue growth, 5-year CAGR 10.98% 8.72% 6.63%
Net income growth, 5-year CAGR 59.99% 12.80% 0.00%

Health

Metric BLBD PCAR Farm & Heavy Construction Machinery median
Debt to equity 0.18 0.71 0.66
Current ratio 1.64 3.22 1.98
Net debt to EBITDA (0.76) 1.30 1.12

Dividend

Metric BLBD PCAR Farm & Heavy Construction Machinery median
Dividend yield — 2.64% 1.24%
Payout ratio — 0.53 0.31

Size

Metric BLBD PCAR Farm & Heavy Construction Machinery median
Market cap 1.86b 55.02b 836.63m

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