Comparing Blue Bird (NASDAQ:BLBD) and VinFast Auto (NASDAQ:VFS)

VinFast Auto (NASDAQ:VFS) and Blue Bird (NASDAQ:BLBD) are both auto/tires/trucks companies, but which is the superior stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, analyst recommendations, risk, dividends, earnings and valuation.

Volatility and Risk

VinFast Auto has a beta of 0.87, indicating that its stock price is 13% less volatile than the S&P 500. Comparatively, Blue Bird has a beta of 1.45, indicating that its stock price is 45% more volatile than the S&P 500.

Insider & Institutional Ownership

93.6% of Blue Bird shares are held by institutional investors. 16.2% of VinFast Auto shares are held by company insiders. Comparatively, 1.1% of Blue Bird shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Valuation & Earnings

This table compares VinFast Auto and Blue Bird”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
VinFast Auto	$1.81 billion	4.32	-$3.18 billion	($1.60)	-2.09
Blue Bird	$1.48 billion	1.21	$127.72 million	$3.96	14.33

Blue Bird has lower revenue, but higher earnings than VinFast Auto. VinFast Auto is trading at a lower price-to-earnings ratio than Blue Bird, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares VinFast Auto and Blue Bird’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
VinFast Auto	-137.48%	N/A	-54.72%
Blue Bird	8.65%	57.60%	22.66%

Analyst Ratings

This is a summary of current ratings and target prices for VinFast Auto and Blue Bird, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
VinFast Auto	1	1	3	0	2.40
Blue Bird	0	0	6	1	3.14

VinFast Auto currently has a consensus price target of $5.83, indicating a potential upside of 74.65%. Blue Bird has a consensus price target of $67.20, indicating a potential upside of 18.43%. Given VinFast Auto’s higher probable upside, equities research analysts clearly believe VinFast Auto is more favorable than Blue Bird.

Summary

Blue Bird beats VinFast Auto on 11 of the 15 factors compared between the two stocks.

About VinFast Auto

VinFast Auto Ltd. engages in the design and manufacture of electric vehicles (EV), e-scooters, and e-buses in Vietnam, Canada, and the United States. The company operates through three segments: Automobiles, E-scooter, and Spare Parts & Aftermarket Services. The Automobiles segment offers design, development, manufacturing, and sale of cars and electric buses, and related battery lease and battery charging services for electric cars and buses. The E-scooter segment provides design, development, manufacturing, and sales of e-scooters, and related battery lease and battery charging service for e-scooters. The Spare Parts, and Aftermarket Services segment engages in sale of spare parts and aftermarket services for automobiles and e-scooters. VinFast Auto Ltd. is based in Hai Phong City, Vietnam. VinFast Auto Ltd. is a subsidiary of Vingroup Joint Stock Company.

About Blue Bird

Blue Bird Corporation, together with its subsidiaries, designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally. The company operates through two segments, Bus and Parts. It offers Type C, Type D, and specialty buses; and alternative power options through its propane powered, gasoline powered, compressed natural gas powered, and electric powered school buses, as well as diesel engines. The company also sells replacement bus parts; and provides financing services and extended warranties related to its products. Blue Bird Corporation sells its products through drop ship and a network of dealers, as well as directly to fleet operators, the United States government, and state governments; independent service centers; and maintains a parts distribution center. Blue Bird Corporation was founded in 1927 and is headquartered in Macon, Georgia.