COMPARE · Data as of August 24, 2026
BLBD vs DE
Verdict: Side-by-side breakdown using the Bull Rankings model. BLBD scored 74.5, DE scored 45.8 — BLBD leads.
Compare another set
BLBD
Blue Bird Corporation
74.5
$58.95 · $1.9B
fundamentals as of
Score gap
28.7
BLBD leads
DE
Deere & Company
45.8
$648.64 · $175.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestBLBD7.3x
- Fastest growthBLBD+13.5%
- Strongest balance sheetBLBD0.18
- Highest qualityBLBD86 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
BLBD
stronger →← stronger
DE
86
Qualityreturns · margins · balance sheet
60
50
Growthrevenue & earnings expansion
50
96
Valuevaluation vs sector peers
32
BLBD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BLBD
DE
$153mC
FCF
$3.8bB
+13.5%B+
Rev
+4.0%C+
0.18A-
D/E
3.76D
7.3xA
P/E
36.0xC+
—
PEG
1.49B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BLBD
DE
17% above
Price vs fair valuelower is cheaper
86% above
~5%/yr
Growth the price implies10-yr FCF · lower = less priced in
~30%/yr
-11%
1-yr DCF upside
-59%
-15%
5-yr DCF upside
-46%
-20%
10-yr DCF upside
-20%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BLBD
Why this score
- Durable high returns
- Cyclical growth
DE
Why this score
- Cyclical growth
The companies
BLBDBlue Bird Corporation
Why now
Farm & Heavy Construction Machinery · market cap $1.9b. Down 29% from 52-week high of $83.39 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $89.13 (implying +51% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 43% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
DEDeere & Company
Why now
Farm & Heavy Construction Machinery · market cap $175.1b. 4% off the 52-week high of $674.19. 22 sell-side analysts rate this a Buy with a mean 1-yr target of $661.94 (implying +2% upside).
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. $175.1b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
D/E 3.76 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 36x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where BLBD and DE diverge
On the headline score the gap is 28.7 points in favor of BLBD. The widest single difference is Value, where BLBD leads by 64.2 points.
- ValueBLBD 96.4 · DE 32.2BLBD +64.2
- QualityBLBD 85.9 · DE 59.6BLBD +26.3
- GrowthBLBD 50.0 · DE 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.