Added to YB: 2024-12-16
Pitch date: 2024-12-10
BLBD [bullish]
Blue Bird Corporation
+23.4%
current return
Author Info
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Company Info
Blue Bird Corporation, together with its subsidiaries, designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally.
Market Cap
$1.6B
Pitch Price
$40.81
Price Target
65.00 (+29%)
Dividend
N/A
EV/EBITDA
9.09
P/E
14.67
EV/Sales
1.08
Sector
Machinery
Category
growth
Show full summary:
BlueBird Corporation (NASDAQ: BLBD) - Long
BLBD: Leading school bus maker, 30% market share. EV focus (13% backlog) with 5x diesel profits. $65 PT (16.1% IRR). Tailwinds: aging fleet replacement, capacity expansion to 14k units/yr, EPA funding. Risks: policy changes, competition, scaling. 7.5x EV/EBITDA, 10.4% CAGR to 2027, 19% margins.
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