Blue Bird Corporation (BLBD) has a MoatMap StockRank of 98/100 based on Quality (82/100), Value (47/100), and Momentum (67/100) factor scores. The current signal is STRONG BUY. Blue Bird is a leading US school bus manufacturer benefiting from a massive secular transition to electric buses, heavily subsidized by the EPA's Clean School Bus Program. This creates a highly visible, multi-year demand runway (Peter Lynch lens). However, its history of cyclicality and labor constraints prevents us from a high-conviction buy at current valuations.
Blue Bird Corporation is a leading designer and manufacturer of school buses, serving school districts and fleet operators across North America. The company's competitive moat is anchored by its strong brand heritage, extensive dealer network, and clear leadership in alternative-fuel and electric school buses. It operates as a dominant player in a highly consolidated industry, benefiting from secular trends toward fleet electrification.
| Price | $72.34 |
| Market Cap | $2.2B |
| P/E (TTM) | 17.01 |
| P/E (Forward) | 12.37 |
| Price/Book | 7.35 |
| Return on Equity | 54.5% |
| Return on Invested Capital | 45.5% |
| Debt/Equity | 29.53 |
| Gross Margin | 21.0% |
| Operating Margin | 11.0% |
| Revenue Growth | -1.7% |
| Free Cash Flow | $144M |
Blue Bird Corporation operates in the Farm & Heavy Construction Machinery industry, part of the Industrials sector (United States).