Análisis Argos
BLBD
BLBDEn su precio
Blue Bird Corporation · Consumer Cyclical
US$ 76.08
precio al 2026-07-04
Valor justo Argos*
US$ 58–73
vs. su valor justo
16% por encima
Score Argos
72/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (9.4%) en línea con lo que la empresa demuestra (10.5%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Las ganancias crecieron 21% el último año.
Retorno sobre el capital alto (107%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Crecimiento estancado o en baja.
VALOR3/6FUTURO2/6PASADO5/6SALUD6/6DIVIDENDO3/6
El Iris de calidad
VALOR3/6FUTURO2/6PASADO5/6SALUD6/6DIVIDENDO3/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos72de 100En su precio
Ingresos10%
US$ 1.5 B
Margen operativo10%
11.3%
Flujo de caja libre50%
US$ 0.2 B
Deuda neta
US$ -0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.4B
P/E18.9x
EV/EBITDA12.4x
FCF yield6.4%
ROIC106.8%
Margen operativo11.3%
Crecim. ingresos+9.9%/año
Piotroski F8/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 1 jul
Blue Bird (BLBD) Sees a More Significant Dip Than Broader Market: Some Facts to Know
In the closing of the recent trading day, Blue Bird (BLBD) stood at $77.88, denoting a -1.37% move from the preceding trading day.
zacks.com · 23 jun
Why Blue Bird (BLBD) Dipped More Than Broader Market Today
Blue Bird (BLBD) closed at $73.72 in the latest trading session, marking a -2.88% move from the prior day.
zacks.com · 18 jun
Bear of the Day: Blue Bird (BLBD)
I get it. The new world order is supposed to have electric cars and busses eliminating our dependence on oil, solar and clean nuclear is supposed to dominate, and we are all going to have some sort of energy epiphany. The reality of the situation is that, we are not criminals for following the current protocol and the transition will inevitably take much longer than originally expected.
zacks.com · 15 jun
Blue Bird (BLBD) Laps the Stock Market: Here's Why
Blue Bird (BLBD) closed at $72.86 in the latest trading session, marking a +1.85% move from the prior day.
zacks.com · 1 jun
Wall Street Analysts See Blue Bird (BLBD) as a Buy: Should You Invest?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
seekingalpha.com · 20 may
Blue Bird: A Bargain Valuation For A Market Leader In High Gear
Blue Bird's latest 11% drop makes it a bargain, in my opinion, given that the termination of the pension plan has zero impact on its cash balance and adjusted EBITDA. Blue Bird's Q2 results highlighted its operational excellence as its margins expanded YoY despite selling fewer units and diesel buses representing a majority of its sales mix. The TAM expansion brought by fully acquiring Micro Bird could help Blue Bird maintain its growth trajectory in case school bus replacement activity slows down in the early 2030s.
gurufocus.com · 19 may
A Look at Blue Bird Corp (BLBD) After 11.1% Decline -- GF Value $48.81 vs Price $64.68
On May 19, 2026, Blue Bird Corp (BLBD) shares fell 11.1% to a current price of $64.68. This decline comes amid a 52-week trading range of $37.68 to $81.51, high
zacks.com · 15 may
Is It Worth Investing in Blue Bird (BLBD) Based on Wall Street's Bullish Views?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.