IBP Stock Analysis: Installed Building Products | NYSE
Residential Construction | NYSE, USA | Market Cap: 4.929m USD | 12M Return: -26.8% | US45780R1014 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 81.5M
EPS Trend: 57.1%
Qual. Beats: 1
Rev. Trend: 89.8%
Qual. Beats: 1
Warnings
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Installed Building Products, Inc. (IBP) is a U.S.-based specialty contractor focused primarily on installing insulation and a broad array of complementary building products for residential and commercial builders. Founded in 1977 and headquartered in Columbus, Ohio, the company has operated since its 2014 NYSE IPO and is classified within the Consumer Discretionary sector under the Homebuilding sub-industry.
The company operates through three reporting segments: Installation, Distribution, and Manufacturing Operations. Beyond its core insulation offerings-which span fiberglass, cellulose, and spray foam materials-IBP provides installation services for garage doors and openers, shower doors, mirrors, closet shelving, rain gutters, waterproofing, fire-stopping systems, and window coverings such as blinds and shades. This diversified product mix allows the business to capture multiple revenue streams within a single new build or remodel project.
IBP also distributes wholesale insulation products and related equipment to installers, integrating its operations vertically within the building products supply chain. By serving both new construction and repair/remodel markets across multiple U.S. regions, the companys revenue is tied to housing starts, renovation cycles, and commercial construction activity-making it sensitive to interest rates and broader macroeconomic conditions affecting the homebuilding sector.
- Housing starts decline pressures residential insulation installation demand
- Acquisition strategy expands market share and drives installation segment growth
- Labor and material cost inflation squeezes installation segment margins
| Net Income: 250.7m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.02 > 0.02 and ΔFCF/TA -11.92 > 1.0 |
| NWC/Revenue: 25.89% < 20% (prev 22.36%; Δ 3.54% < -1%) |
| CFO/TA 0.02 > 3% & CFO 53.5m > Net Income 250.7m |
| Net Debt (940.0m) to EBITDA (520.6m): 1.81 < 3 |
| Current Ratio: 2.98 > 1.5 & < 3 |
| Outstanding Shares: last quarter (26.7m) vs 12m ago -2.53% < -2% |
| Gross Margin: 33.63% > 18% (prev 33.57%; Δ 0.07% > 0.5%) |
| Asset Turnover: 138.8% > 50% (prev 146.3%; Δ -7.54% > 0%) |
| Interest Coverage Ratio: 10.32 > 6 (EBIT TTM 370.4m / Interest Expense TTM 35.9m) |
| A: 0.34 (Total Current Assets 1.16b - Total Current Liabilities 388.4m) / Total Assets 2.25b |
| B: 0.48 (Retained Earnings 1.07b / Total Assets 2.25b) |
| C: 0.17 (EBIT TTM 370.4m / Avg Total Assets 2.14b) |
| D: 0.40 (Book Value of Equity 639.5m / Total Liabilities 1.61b) |
| Altman-Z'' = 5.37 = AAA |
| DSRI: 1.05 (Receivables 469.6m/447.6m, Revenue 2.96b/2.96b) |
| GMI: 1.00 (GM 33.57% / 33.63%) |
| AQI: 0.97 (AQ_t 0.35 / AQ_t-1 0.36) |
| SGI: 1.00 (Revenue 2.96b / 2.96b) |
| TATA: 0.09 (NI 250.7m - CFO 53.5m) / TA 2.25b) |
| Beneish M = -3.00 (Cap -4..+1) = A |
As of October 19, 2026, the stock is trading at USD 185.77 with a total of 472,016 shares traded. Over the past week, the price has changed by +0.18%, over one month by -6.67%, over three months by -18.60% and over the past year by -26.75%.
Current recommended Stop Loss: 175.00 (which is 5.8% or 1.2 ATR below the current price).
Installed Building Products has received a consensus analysts rating of 3.29. Therefore, it is recommended to hold IBP.
- StrongBuy: 2
- Buy: 0
- Hold: 12
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 230.1 | 23.9% |
P/E Trailing = 20.0043
P/E Forward = 17.7936
P/S = 1.6629
P/B = 8.4284
P/EG = 1.2
Revenue TTM = 2.96b USD
EBIT TTM = 370.4m USD
EBITDA TTM = 520.6m USD
Long Term Debt = 1.03b USD (from longTermDebt, last quarter)
Short Term Debt = 82.0m USD (from shortTermDebt, last quarter)
Debt = 1.33b USD (from shortLongTermDebtTotal, last quarter) + Leases 135.0m
Net Debt = 940.0m USD (calculated: Debt 1.33b - CCE 394.5m)
Enterprise Value = 5.87b USD (4.93b + Debt 1.33b - CCE 394.5m)
Interest Coverage Ratio = 10.32 (Ebit TTM 370.4m / Interest Expense TTM 35.9m)
EV/FCF = 146.0x (Enterprise Value 5.87b / FCF TTM 40.2m)
FCF Yield = 0.68% (FCF TTM 40.2m / Enterprise Value 5.87b)
FCF Margin = 1.36% (FCF TTM 40.2m / Revenue TTM 2.96b)
Net Margin = 8.46% (Net Income TTM 250.7m / Revenue TTM 2.96b)
Gross Margin = 33.63% ((Revenue TTM 2.96b - Cost of Revenue TTM 1.97b) / Revenue TTM)
Gross Margin QoQ = 33.29% (prev 32.14%)
Tobins Q-Ratio = 2.61 (Enterprise Value 5.87b / Total Assets 2.25b)
Interest Expense / Debt = 2.69% (Interest Expense 35.9m / Debt 1.33b)
Taxrate = 25.05% (83.8m / 334.5m)
NOPAT = 277.6m (EBIT 370.4m * (1 - 25.05%))
Current Ratio = 2.98 (Total Current Assets 1.16b / Total Current Liabilities 388.4m)
Debt / Equity = 2.09 (Debt 1.33b / totalStockholderEquity, last quarter 639.5m)
Debt / EBITDA = 1.81 (Net Debt 940.0m / EBITDA 520.6m)
Debt / FCF = 23.38 (Net Debt 940.0m / FCF TTM 40.2m)
Total Stockholder Equity = 673.9m (last 4 quarters mean from totalStockholderEquity)
RoA = 11.74% (Net Income 250.7m / Total Assets 2.25b)
RoE = 37.20% (Net Income TTM 250.7m / Total Stockholder Equity 673.9m)
RoCE = 21.77% (EBIT 370.4m / Capital Employed (Equity 673.9m + L.T.Debt 1.03b))
RoIC = 15.45% (NOPAT 277.6m / Invested Capital 1.80b)
WACC = 7.97% (E(4.93b)/V(6.26b) * Re(9.58%) + D(1.33b)/V(6.26b) * Rd(2.69%) * (1-Tc(0.25)))
Discount Rate = 9.58% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -99.35 | Cagr: -2.66%
[DCF] Terminal Value 73.10% ; FCFF base≈134.9m ; Y1≈118.3m ; Y5≈95.6m
[DCF] Fair Price = 22.35 (EV 1.53b - Net Debt 940.0m = Equity 594.0m / Shares 26.6m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: 57.08 | EPS CAGR: 1.81% | SUE: 1.14 | # QB: 1
Revenue Correlation: 89.77 | Revenue CAGR: 2.84% | SUE: 1.63 | # QB: 1
EPS current Quarter (2026-09-30): EPS=2.88 | Chg30d=+0.15% | Revisions=-40% | Analysts=14
EPS current Year (2026-12-31): EPS=10.43 | Chg30d=-0.10% | Revisions=-40% | GrowthEPS=-8.8% | GrowthRev=+0.8%
EPS next Year (2027-12-31): EPS=11.19 | Chg30d=-1.75% | Revisions=-40% | GrowthEPS=+7.3% | GrowthRev=+3.5%
[Analyst] Revisions Ratio: -67% (up=0, down=6)