BLBD
Blue Bird Corporation
BLBD has the edge over EBAY overall, supported by stronger valuation and stronger modeled upside.
EBAY
eBay Inc.
EBAY has lower modeled downside risk, despite its lower overall score.
BLBD Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Strong |
BLBD's revenue, profitability, cash flow and balance sheet are all currently healthy.
EBAY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Stable |
EBAY's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
BLBD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 6.8x | $55.45 | — |
| Cheap | 13x | $103 | +85% |
| Forward | 13x | $55.45 | — |
| Fair | 17x | $138 | +150% |
| Expensive | 39x | $320 | +476% |
Historical ranges are pointers, not guarantees.
BLBD has the edge over EBAY in the historical PE scenario, which offers more potential upside but is not a forecast.
EBAY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.9x | $31.50 | -74% |
| Fair | 16x | $71.96 | -40% |
| Forward | 18x | $120 | — |
| Expensive | 22x | $99.04 | -18% |
| Current | 26x | $120 | — |
Historical ranges are pointers, not guarantees.
EBAY's PE is in its expensive range at 26x. If earnings grow as analysts expect, today's price would be 18x next year's earnings.
BLBD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Stable | |
| Growth | |
| Strongly weakening | |
| Limited | |
| High |
Analysts expect BLBD's revenue to grow, but its profitability to weaken.
EBAY Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Moderate | |
| Moderate |
EBAY has the edge over BLBD on the outlook, with more favorable valuation and earnings expectations.
BLBD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.42 | -46% |
| Q2 2026 | $8.22 | +136% |
| Q1 2026 | $4.07 | +27% |
| Q4 2025 | $3.96 | +23% |
| Q3 2025 | $3.88 | +23% |
| Q2 2025 | $3.48 | +15% |
| Q1 2025 | $3.21 | +30% |
| Q4 2024 | $3.21 | +69% |
| Q3 2024 | $3.16 | +327% |
BLBD has the edge over EBAY on earnings, with more consistent year-over-year improvement.
EBAY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.63 | +45% |
| Q3 2026 | $4.57 | +0.4% |
| Q2 2026 | $4.82 | +7.3% |
| Q1 2026 | $4.40 | +6% |
| Q4 2025 | $4.34 | +10% |
| Q3 2025 | $4.55 | +15% |
| Q2 2025 | $4.49 | -12% |
| Q1 2025 | $4.15 | -17% |
| Q4 2024 | $3.94 | -24% |
EBAY's earnings per share have fallen from their peak: $4.57 over the past year, against $20.25 in late 2021.
BLBD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $517.2M | +30% |
| Q1 2026 | $352.6M | -1.7% |
| Q4 2025 | $333.1M | +6.1% |
| Q3 2025 | $409.4M | +17% |
| Q2 2025 | $398M | +19% |
| Q1 2025 | $358.9M | +3.7% |
| Q4 2024 | $313.9M | -1.2% |
| Q3 2024 | $350.2M | +16% |
BLBD's revenue is growing: $517M last quarter, up 30% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 12% | -0.5 points |
| Q1 2026 | 11% | +1.7 points |
| Q4 2025 | 11% | +0.8 points |
| Q3 2025 | 12% | +5 points |
| Q2 2025 | 13% | +0.7 points |
| Q1 2025 | 9.4% | -1 points |
| Q4 2024 | 11% | -1.4 points |
| Q3 2024 | 7.3% | -2.3 points |
BLBD's operating margin was 12% last quarter, about level with the same quarter a year ago.
EBAY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.2B | +14% |
| Q2 2026 | $3.1B | +15% |
| Q1 2026 | $3.1B | +19% |
| Q4 2025 | $3B | +15% |
| Q3 2025 | $2.8B | +9.5% |
| Q2 2025 | $2.7B | +6.1% |
| Q1 2025 | $2.6B | +1.1% |
| Q4 2024 | $2.6B | +0.7% |
EBAY has the edge over BLBD on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | -1.2 points |
| Q2 2026 | 22% | +3.8 points |
| Q1 2026 | 20% | -4 points |
| Q4 2025 | 20% | -0.8 points |
| Q3 2025 | 20% | -2.7 points |
| Q2 2025 | 18% | -3.6 points |
| Q1 2025 | 24% | -0.9 points |
| Q4 2024 | 21% | +5.1 points |
EBAY has the edge over BLBD on profitability, with a higher operating margin.
BLBD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $21.7M | -59% |
| Q1 2026 | $39.9M | +113% |
| Q4 2025 | $31.1M | +43% |
| Q3 2025 | $60.5M | +20% |
| Q2 2025 | $52.3M | +$55.8M |
| Q1 2025 | $18.7M | -64% |
| Q4 2024 | $21.8M | +$24.5M |
| Q3 2024 | $50.2M | +49% |
BLBD has the edge over EBAY on cash flow, with more consistent year-over-year improvement.
EBAY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $749M | -6.7% |
| Q2 2026 | $300M | +$741M |
| Q1 2026 | $897M | +39% |
| Q4 2025 | $466M | -17% |
| Q3 2025 | $803M | +24% |
| Q2 2025 | -$441M | -259% |
| Q1 2025 | $644M | +36% |
| Q4 2024 | $560M | +$564M |
EBAY generated $2.4B in free cash flow over the past year, up 54% from the year before.
BLBD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +8.4% | +2.7M shares |
| 1 year | +7.9% | +2.6M shares |
| 3 years | +7.8% | +2.6M shares |
| 5 years | +28% | +7.7M shares |
| Available history | +30% | +8.1M shares |
BLBD has 35M diluted shares, up 7.9% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | $198,000 |
| Q4 2025 | $2.4M |
| Q3 2025 | $5.5M |
| Q2 2025 | — |
| Q1 2025 | $3M |
| Q4 2024 | $1.4M |
| Q3 2024 | $877,000 |
BLBD spent $8M buying back its own shares over the past year, up 52% from the year before.
EBAY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -2M shares |
| 1 year | -3% | -14M shares |
| 3 years | -15% | -79M shares |
| 5 years | -31% | -205M shares |
| Available history | -44% | -359M shares |
EBAY has the edge over BLBD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $664M |
| Q2 2026 | $323M |
| Q1 2026 | $486M |
| Q4 2025 | $635M |
| Q3 2025 | $626M |
| Q2 2025 | $624M |
| Q1 2025 | $615M |
| Q4 2024 | $911M |
EBAY spent $2.1B buying back its own shares over the past year, down 24% from the year before.
BLBD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -0.1x | Net Cash |
| Q1 2026 | -1.0x | Net Cash |
| Q4 2025 | -0.8x | Net Cash |
| Q3 2025 | -0.8x | Net Cash |
| Q2 2025 | -0.5x | Net Cash |
| Q1 2025 | -0.3x | Net Cash |
| Q4 2024 | -0.3x | Net Cash |
| Q3 2024 | -0.2x | Net Cash |
BLBD has the edge over EBAY on leverage, with a lower net debt burden relative to earnings.
EBAY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.9x | Healthy |
| Q2 2026 | 1.5x | Healthy |
| Q1 2026 | 1.4x | Healthy |
| Q4 2025 | 1.8x | Healthy |
| Q3 2025 | 1.7x | Healthy |
| Q2 2025 | 1.8x | Healthy |
| Q1 2025 | 1.4x | Healthy |
| Q4 2024 | 1.9x | Healthy |
EBAY's net debt is about 1.9 years of its operating earnings (EBITDA), up from 1.7 years a year ago.
BLBD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 39.4 | Neutral |
| Stochastic | 8.2 | Oversold |
BLBD's weekly RSI is 39 (neutral) and its Stochastic is 8 (oversold).
EBAY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 61.9 | Neutral |
| Stochastic | 80.0 | Overbought |
EBAY's weekly RSI is 62 (neutral) and its Stochastic is 80 (overbought).
BLBD PE vs Consumer Cyclical Sector
| Metric | BLBD | Sector median | Relative |
|---|---|---|---|
| PE | 6.8x | 18x | 63% below |
| PE % | 0 | 47 | 47 pts below |
BLBD has the edge over EBAY on valuation relative to its sector.
EBAY PE vs Consumer Cyclical Sector
| Metric | EBAY | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 18x | 46% above |
| PE % | 91 | 47 | 44 pts above |
EBAY is trading at 26x earnings, a 46% premium to the Consumer Cyclical sector's median of 18x.
BLBD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $56.9 | 2.6% below |
| 20 week MA | $63.9 | 13% below |
| 50 week MA | $61.2 | 9.4% below |
| 100 week MA | $52.7 | 5.1% above |
| 200 week MA | $42.1 | 32% above |
BLBD has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 32% above its 200-week average.
EBAY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $116.5 | 3.1% above |
| 20 week MA | $112.4 | 6.9% above |
| 50 week MA | $102.6 | 17% above |
| 100 week MA | $89.8 | 34% above |
| 200 week MA | $69.5 | 73% above |
EBAY has the edge over BLBD on trend strength, trading above more of its moving averages.
BLBD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $23.0 | $19.1 | -17% |
| 2021 | $19.1 | $14.7 | -23% |
| 2022 | $14.7 | $9.97 | -32% |
| 2023 | $9.97 | $27.0 | +170% |
| 2024 | $27.0 | $39.4 | +46% |
| 2025 | $39.4 | $50.7 | +29% |
| 2026 YTD | $50.7 | $55.5 | +9.3% |
BLBD has finished lower in three of the last six years. It's up 9.3% so far in 2026.
EBAY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $36.1 | $50.1 | +39% |
| 2021 | $50.1 | $64.9 | +29% |
| 2022 | $64.9 | $40.2 | -38% |
| 2023 | $40.2 | $43.6 | +8.6% |
| 2024 | $43.6 | $62.8 | +44% |
| 2025 | $62.8 | $85.2 | +36% |
| 2026 YTD | $85.2 | $120.1 | +41% |
EBAY has the edge over BLBD on returns for 2026, with the stronger performance.