COMP <GO>
BLBD vs MLR // EV/EBITDA & P/E VALUATION
Blue Bird Corporation (NASDAQ) VS. Miller Industries Inc. (NYSE) • 15-METRIC TALLY: BLBD 7
— MLR 2
■ METRIC PARITY
LAST: $56.35 (-1.43%) • MKT CAP: $1.77B
valuation
9.6x
LAST: $52.13 (+0.75%) • MKT CAP: $591.8M
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BLBD VS. MLR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BLBD | MLR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 20.50% | 15.20% | +5.30 | BLBD | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 85.00% | 5.50% | +79.50 | BLBD | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 9.6x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 9.98% | 14.37% | -4.39 | MLR | /fcf-yield <GO> |
| Operating Margin | 11.30% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 8.60% | 2.90% | +5.70 | BLBD | /net-margins <GO> |
| Revenue Growth (YoY) | 9.90% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.55% | -1.55 | MLR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | BLBD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.5 | 37.2 | +4.24 | BLBD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.8x | 23.9x | -11.10 | BLBD | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.77B | $591.8M | $1.17B | BLBD | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BLBD REV | MLR REV | BLBD GROSS % | MLR GROSS % | BLBD FCF | MLR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.48B | $790.3M | 20.5% | 15.2% | $176.2M | $85.0M |
| FY 2024 | $1.35B | $1.26B | 19.0% | 13.6% | $111.1M | $1.5M |
| FY 2023 | $1.13B | $0 | — | — | $119.9M | $11.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BLBD // BETA —
MLR // BETA —