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