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Ken GriffinReduced
Citadel Advisors · Q2 2026
$398.75K
5.05K shares · 0.0% of portfolio
Blue Bird Corp
Blue Bird Corp (BLBD) is listed on NASDAQ and classified in Farm & Heavy Construction Machinery, part of the Industrials sector. It is headquartered in Macon, United States and has 2,008 employees. The company is worth $1.93B and trades at 6.8x its earnings of the last twelve months; the median for its sector is 24.3x. Revenue was $1.48B in fiscal 2025, up 9.9% from the year before. Net income was $127.72M. The share price is 32.0% below its 52-week high of $83.39. 5 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Cliff Asness (AQR Capital Management), at $34.66M. In that quarter, 1 of them opened or added to the position and 4 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +183.5% over 5Y.
today you would have $2,926.57▲ +192.7%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 12 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $47.00 | $38.63 | $26.96 | $10.71 | $15.64 | $18.26 | $22.92 | $18.19 | $19.90 | $15.45 | $10.14 | $9.85 | |
| P/E | 25.5x | 12.1x | 12.2x | 36.4x | — | — | 40.6x | 25.5x | 16.8x | 26.9x |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 25.0% a year plus a 0.0% dividend yield. Growth capped at 25%.
Median P/E of 24.3 among peers in the sector.
Median P/E of 25.5 across this company’s own years on record.
Cash flow growing 15.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 13.2x operating profit, less net debt. Banks have no EBITDA.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Companies of similar size in Industrials, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| PLUGPLUG Power Inc | $1.38 | — | 3.3x | 0.00% | -144.96% | $1.93B |
| ALGTAllegiant Travel CO | $70.36 | 59.6x | 1.1x | 0.00% | 1.83% | $1.92B |
| VSTSVestis Corp | $14.55 | — | 2.2x | 0.00% | -0.60% | $1.92B |
| AADXApplied Aerospace & Defense, Inc. | $11.37 |
| 110.4x |
| 17.2x |
| — |
| P/S | 0.6x | 1.0x | 0.9x | 0.8x | 0.4x | 0.6x | 0.6x | 0.6x | 0.5x | 0.5x | 0.4x | 0.2x | — |
| P/B | 21.7x | 5.8x | 7.8x | 21.7x | 248.2x | — | — | — | — | — | — | — | 28.3x |
| EPS | $3.88 | $3.16 | $0.74 | -$1.48 | -$0.01 | $0.45 | $0.90 | $1.08 | $0.74 | $0.14 | $0.59 | -$1.53 |
| Profit margin | 2.10% | 8.63% | 7.83% | 2.10% | -5.72% | -0.04% | 1.39% | 2.38% | 3.01% | 2.91% | 0.74% | 1.62% | — |
| ROE | 50.00% | 50.00% | 66.15% | 59.53% | -3311.07% | — | — | — | — | — | — | — | -113.00% |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
6 methods answered, across 3 families.
Room for errors in the reported numbers.
+148.1% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| — |
| 2.4x |
| 0.00% |
| — |
| $1.96B |
| ATSATS Corp /ATS | $19.10 | 54.6x | 1.4x | 0.00% | 2.69% | $1.87B |
| CMPRCIMPRESS plc | $82.27 | 21.7x | — | 0.00% | — | $2B |