BLBD vs DAN vs WNC Stock Comparison

Blue Bird, Dana and Wabash National Prices as of Oct 26, 2026 Peers: Industry group
BLBD Blue Bird Corp
$58.04 -0.1% 1M +2.9% 1Y
Market cap
$1.97B
P/E
7.0x
Revenue (TTM)
$1.61B
Div. yield
–
Heavy Equipment Industrials
7 wins
DAN DANA Inc
$27.05 -0.3% 1M +36.1% 1Y
Market cap
$2.95B
P/E
2.6x
Revenue (TTM)
$7.66B
Div. yield
0.02%
Heavy Equipment Industrials
2 wins
WNC WABASH NATIONAL Corp
$12.99 -0.3% 1M +43.9% 1Y
Market cap
$544.81M
P/E
–
Revenue (TTM)
$1.42B
Div. yield
–
Heavy Equipment Industrials
2 wins

Head to Head

11 decided of 12

Blue Bird leads on 7 of the 12 questions below (Blue Bird 7, Dana 2, Wabash National 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBLBDDANWNCLeader
Larger companyMarket capitalisation $1.97B $2.95B $544.81M DAN
Cheaper on earningsLower P/E, profitable companies only 7.0x 2.6x -7.0x DAN
Cheaper on forward earningsLower price / next fiscal year consensus EPS 13.0x 14.2x — BLBD
Faster revenue growthRevenue growth, trailing twelve months +13.5% +3.7% -17.3% BLBD
More profitableNet margin, trailing twelve months 17.5% 14.6% -5.5% BLBD
Better return on capitalReturn on invested capital 29.3% 0.0% -7.4% BLBD
Less leveragedLower net debt / EBITDA -0.1x 1.8x -20.4x WNC
Higher dividend yieldTrailing dividend yield 0.00% 0.02% 0.00% –
Better 1-year returnPrice return, last 12 months +2.9% +36.1% +43.9% WNC
Better 5-year returnAnnualised price return, 5 years +25.1%/yr +4.0%/yr -3.0%/yr BLBD
Less volatileAnnualised volatility, 1 year 42.8% 44.2% 57.2% BLBD
Higher overall scoreMean of the five percentile scores vs peers 76/100 61/100 31/100 BLBD

Percentile Scorecard

BLBDDANWNC

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisBLBDDANWNC
Valuation 94 #14 of 203 95 #11 of 203 33 #137 of 203
Growth 93 #15 of 187 82 #35 of 187 10 #168 of 187
Profitability 90 #19 of 185 46 #100 of 185 17 #154 of 185
Financial Health 71 #64 of 219 21 #174 of 219 9 #199 of 219
Shareholder Returns 32 #105 of 153 64 #56 of 153 88 #20 of 153
Overall 76 61 31
  • BLBD ranked among 222 companies in Machinery
  • DAN ranked among 222 companies in Machinery
  • WNC ranked among 222 companies in Machinery

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodBLBDDANWNCSPY
1 month -0.1%-0.3%-0.3% -0.8%
3 months -23.7%-0.7%-1.6% +3.5%
6 months -10.0%-29.7%+48.1% +7.0%
Year to date +23.5%+13.8%+50.2% +12.2%
1 year +2.9%+36.1%+43.9% +13.0%
3 years +211.4%+114.3%-37.0% +86.3%
3 years, per year +46.1%+29.0%-14.3% +23.1%
5 years +206.1%+21.8%-14.3% +68.6%
5 years, per year +25.1%+4.0%-3.0% +11.0%
10 years +294.6%+78.5%+13.7% +258.0%
10 years, per year +14.7%+6.0%+1.3% +13.6%

Risk

MeasureBLBDDANWNCSPY
Volatility, 1Y 42.8%44.2%57.2% 12.7%
Downside volatility, 1Y 45.7%46.1%51.3% 12.7%
Beta vs S&P 500, 1Y 1.131.301.49 1.00
Return / volatility, 1Y 0.070.820.77 1.02
Max drawdown, 5Y -70.9%-69.7%-77.4% -25.4%
From 52-week high -28.8%-30.5%-9.3% -1.8%
52-week high $81.50$38.93$14.32 $779.14
52-week low $46.59$19.47$6.77 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleBLBDDANWNC
P/E now vs peer median 7.1xmedian 26.0x 2.6xmedian 26.0x -6.8xmedian 26.0x
P/S now vs peer median 1.1xmedian 1.9x 0.4xmedian 1.9x 0.4xmedian 1.9x
EV/EBITDA now vs peer median 8.6xmedian 14.0x 7.0xmedian 14.0x -44.8xmedian 14.0x
P/FCF now vs peer median 12.0xmedian 21.4x 20.3xmedian 21.4x -12.3xmedian 21.4x
P/B now vs peer median 2.8xmedian 2.2x 1.5xmedian 2.2x 1.8xmedian 2.2x
PEG now vs peer median 0.05median 1.26 0.02median 1.26 0.20median 1.26

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsBLBDDANWNC
Revenue $1.61B $7.66B $1.42B
Gross profit $331.66M $725.00M $14.26M
Operating income $189.81M $210.00M -$79.95M
Net income $281.81M $1.13B -$77.96M
Free cash flow $153.14M $143.00M -$42.92M
EPS (diluted) $8.02 $10.18 $-1.91
Cash & equivalents $116.82M $331.00M $71.50M
Total debt $86.81M $1.34B $513.22M
Shares (diluted) 35.15M 109.50M 40.92M
Enterprise value $1.10B $1.26B $306.29M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricBLBDDANWNC
P/E 7.1x 2.6x -6.8x
P/FCF 12.0x 20.3x -12.3x
P/Operating cash flow 10.2x 6.4x -710.3x
P/S 1.1x 0.4x 0.4x
P/B 2.8x 1.5x 1.8x
P/Tangible book 3.8x 1.5x 2.3x
EV/EBITDA 8.6x 7.0x -44.8x
EV/EBIT 9.5x 18.7x -12.1x
EV/Revenue 1.1x 0.5x 0.7x
EV/FCF 11.8x 27.4x -22.6x
EV/Operating cash flow 10.0x 8.6x -1,303x
PEG (3Y EPS CAGR) 0.05 0.02 0.20

Growth

14 metrics
MetricBLBDDANWNC
Revenue growth (1Y) 13.5% 3.7% -17.3%
Revenue CAGR (3Y) 14.0% -9.9% -18.4%
Gross profit growth (1Y) 19.9% 79.0% -91.1%
Gross profit CAGR (3Y) 57.8% -6.4% -68.4%
Operating income growth (1Y) 33.3% 307.9% 33.2%
Operating income CAGR (3Y) 598.6% 6.3% -31.6%
Net income growth (1Y) 143.2% 28,400% 29.0%
Net income CAGR (3Y) 160.8% 83.0% -33.6%
EPS growth (1Y) 125.4% 6,201% 27.6%
EPS CAGR (3Y) 155.1% 108.3% -34.9%
Operating cash flow growth (1Y) 8.4% 49.3% -100.7%
Operating cash flow CAGR (3Y) 16.5% -8.6% -26.1%
Free cash flow growth (1Y) 7.0% 180.4% -248.5%
Free cash flow CAGR (3Y) 13.0% 5.2% -34.9%

Profitability

14 metrics
MetricBLBDDANWNC
Gross margin 20.6% 9.5% 1.0%
EBITDA margin 13.1% 7.3% -1.5%
Operating margin 11.8% 2.7% -5.6%
Pretax margin 20.0% 1.0% -7.3%
Net margin 17.5% 14.6% -5.5%
FCF margin 9.5% 1.9% -3.0%
Operating cash flow margin 11.2% 6.0% -0.1%
Return on equity 58.9% 56.6% -25.4%
Return on assets 30.2% 18.6% -6.3%
Return on invested capital 29.3% 0.0% -7.4%
Return on capital employed 30.9% 5.3% -9.3%
Asset turnover 1.7x 1.3x 1.2x
Cash conversion (OCF / net income) 0.6x 0.4x 0.0x
Stock comp / revenue 0.5% 0.5% 0.8%

Financial Health

11 metrics
MetricBLBDDANWNC
Debt / assets 7.4% 22.0% 41.4%
Debt / equity 0.1x 0.7x 1.8x
Net debt / EBITDA -0.1x 1.8x -20.4x
Debt / FCF 0.6x 9.4x -12.0x
Liabilities / assets 43.9% 67.6% 76.4%
Equity / assets 56.1% 32.4% 23.6%
Interest coverage 27.9x 1.5x -3.4x
Current ratio 1.6x 1.5x 1.3x
Quick ratio 0.5x 0.9x 0.7x
Cash ratio 0.4x 0.2x 0.2x
Altman Z-score 4.66 2.29 1.64

Shareholder Returns

7 metrics
MetricBLBDDANWNC
Dividend yield – 1.7% 2.5%
Net buyback yield 0.4% 19.3% 1.3%
Shareholder yield 0.4% 21.0% 3.8%
Payout ratio (earnings) – 4.5% –
Payout ratio (FCF) – 35.7% –
Dividend growth (1Y) – -12.1% –
Dividend CAGR (3Y) – -4.2% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusBLBDDANWNC
Forward P/E 13.0xFY2026 14.2xFY2026 –
EPS, next fiscal year $4.48FY2026 $1.90FY2026 $-2.47FY2026
EPS growth, next FY +2.3%FY2026 +413.5%FY2026 –
EPS growth, the year after -6.9% +128.4% –
Revenue, next fiscal year $1.64BFY2026 $8.05BFY2026 $1.68BFY2026
Revenue growth, next FY +10.7%FY2026 +7.3%FY2026 +9.3%FY2026
Revenue growth, the year after +16.4% +34.2% +13.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBLBDDANWNC
Held by institutions 94.5% 99.2% 91.8%
Institutions holding 303 342 165
Change in shares held, QoQ -2.6% +1.8% -3.6%
Institutions buying 169 168 84
Institutions selling 100 126 61
Buyers to sellers 1.69 1.33 1.38

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

BLBDDANWNC
BLBD 1.00 0.27 0.30
DAN 0.27 1.00 0.24
WNC 0.30 0.24 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BLBD, DAN and WNC?

Dana (DAN) is the largest by market capitalisation: Blue Bird (BLBD) $1.97B, Dana (DAN) $2.95B, Wabash National (WNC) $544.81M.

Which stock is cheaper, BLBD, DAN and WNC?

Dana (DAN) trades on the lowest price-to-earnings ratio (Blue Bird (BLBD) 7.0x, Dana (DAN) 2.6x, Wabash National (WNC) -7.0x). On next year's consensus earnings, Blue Bird (BLBD) is cheapest (Blue Bird (BLBD) 13.0x, Dana (DAN) 14.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Blue Bird (BLBD) grew revenue fastest over the trailing twelve months: Blue Bird (BLBD) +13.5%, Dana (DAN) +3.7%, Wabash National (WNC) -17.3%.

Which company is more profitable?

Blue Bird (BLBD) has the highest net margin (Blue Bird (BLBD) 17.5%, Dana (DAN) 14.6%, Wabash National (WNC) -5.5%). On return on invested capital, Blue Bird (BLBD) leads (Blue Bird (BLBD) 29.3%, Dana (DAN) 0.0%, Wabash National (WNC) -7.4%).

Which stock has performed better?

Over the past year Wabash National (WNC) returned the most: Blue Bird (BLBD) +2.9%, Dana (DAN) +36.1%, Wabash National (WNC) +43.9%. Over five years, Blue Bird (BLBD) compounded fastest (Blue Bird (BLBD) +25.1%/yr, Dana (DAN) +4.0%/yr, Wabash National (WNC) -3.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Blue Bird (BLBD) 0.00%, Dana (DAN) 0.02%, Wabash National (WNC) 0.00%. Blue Bird (BLBD) and Wabash National (WNC) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Blue Bird (BLBD) has been the steadiest (Blue Bird (BLBD) 42.8%, Dana (DAN) 44.2%, Wabash National (WNC) 57.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BLBD, DAN and WNC?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Blue Bird (BLBD) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.