Blue Bird Corporation (BLBD) vs Terex Corporation (TEX)

Blue Bird Corporation and Terex Corporation are both Farm & Heavy Construction Machinery companies. Terex Corporation is the larger, with a market value of $6.0B against $1.8B — 3.4× the size. Blue Bird Corporation trades at the lower P/E: 6.7× against 25.5×. Terex Corporation grew revenue faster over the last twelve months: 29.2% against 13.5%. Blue Bird Corporation has the higher net margin (17.5% vs 2.23%) and the higher return on invested capital (18.2% vs 3.31%). Across the 22 metrics below, Blue Bird Corporation leads on 17 and Terex Corporation on 5.

Valuation

Metric BLBD TEX Farm & Heavy Construction Machinery median
P/E 6.65 25.46 22.70
P/S 1.20 0.86 0.74
P/B 2.94 1.17 1.51
Price to free cash flow 12.58 16.83 22.15
EV/EBITDA 9.13 12.88 11.47
EV/Sales 1.19 1.20 1.15
Earnings yield 15.03% 3.93% 2.89%
Free cash flow yield 7.95% 5.94% 2.65%

Profitability

Metric BLBD TEX Farm & Heavy Construction Machinery median
Gross margin 20.57% 17.16% 24.21%
Operating margin 11.77% 5.72% 4.47%
Net margin 17.48% 2.23% 1.49%
Free cash flow margin 9.50% 5.12% 2.15%
Return on equity 64.29% 4.33% 3.99%
Return on assets 32.36% 1.81% 1.31%
Return on invested capital 18.17% 3.31% 3.36%

Growth

Metric BLBD TEX Farm & Heavy Construction Machinery median
Revenue growth (TTM) 13.46% 29.17% 2.18%
EPS growth (last fiscal year) 22.78% (32.86%) (27.79%)
Revenue growth, 5-year CAGR 10.98% 12.00% 7.34%
Net income growth, 5-year CAGR 59.99% 0.00% 0.00%

Health

Metric BLBD TEX Farm & Heavy Construction Machinery median
Debt to equity 0.18 0.55 0.67
Current ratio 1.64 1.82 2.00
Net debt to EBITDA (0.76) 2.86 1.12

Dividend

Metric BLBD TEX Farm & Heavy Construction Machinery median
Dividend yield — 1.34% 1.33%
Payout ratio — 0.35 0.30

Size

Metric BLBD TEX Farm & Heavy Construction Machinery median
Market cap 1.76b 5.98b 783.27m

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