Blue Bird Corporation

Blue Bird Corporation

BLBDยทNASDAQ

$72.43

+4.5%
Consumer CyclicalAuto - Manufacturers

Blue Bird Corporation designs, engineers, manufactures, and sells school buses and related parts in the United States, Canada, and internationally. It operates through two segments, Bus and Parts. The company offers Type C, Type D, and specialty buses; and alternative fuel applications through its propane powered, gasoline powered, compressed natural gas powered, and electric powered school buses. Blue Bird Corporation sells its products through a network of dealers, as well as directly to fleet operators, the United States government, and state governments; and maintains a parts distribution center. Blue Bird Corporation was formerly known as Hennessy Capital Acquisition Corp. The company was founded in 1927 and is headquartered in Macon, Georgia.

At a Glance

Live Snapshot
Market Cap$2.29B
EPS4.0100
P/E Ratio18.06
Earnings Date08/05/2026
Blue Bird Corporation

Blue Bird Corporation Fair Value Envelope

BLBD ยท NASDAQ

Our analysis suggests that BLBD has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $72.43, this represents a potential HIDDEN relative to our calculated worth for Blue Bird Corporation.

Intrinsic Value
Current Price: $72.43

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

$
%
$
%
$
$

Projection Settings

Forecast period and terminal assumptions

%
%

DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$174.8B
+ Cash & Equivalents$229.3M
Firm Value$175.0B
- Debt$90.3M
Equity Value$174.9B
/ Shares Outstanding31,707,943B
DCF Value$5.5K
UNDERVALUED BY 7517%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$281.9M
$451.0M
$721.5M
$1.2B
$1.8B
$3.0B
$4.7B
$7.6B
$12.1B
$19.4B
Maintenance CapEx
-$7.3M
-$11.7M
-$18.7M
-$30.0M
-$47.9M
-$76.7M
-$122.7M
-$196.3M
-$314.0M
-$502.4M
Owner Earnings
$274.6M
$439.3M
$702.8M
$1.1B
$1.8B
$2.9B
$4.6B
$7.4B
$11.8B
$18.9B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$254.3M
$376.6M
$557.9M
$826.5M
$1.2B
$1.8B
$2.7B
$4.0B
$5.9B
$8.7B
Terminal Value represents 84.9% of Enterprise Value