(IBP) Installed Building Products - Overview
Stock: Insulation, Garage Doors, Waterproofing, Firestopping, Blinds
| Risk 5d forecast | |
|---|---|
| Volatility | 49.2% |
| Relative Tail Risk | -11.6% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.99 |
| Alpha | 27.96 |
| Character TTM | |
|---|---|
| Beta | 1.586 |
| Beta Downside | 2.218 |
| Drawdowns 3y | |
|---|---|
| Max DD | 42.14% |
| CAGR/Max DD | 0.85 |
EPS (Earnings per Share)
Revenue
Description: IBP Installed Building Products March 06, 2026
Installed Building Products, Inc. (IBP) installs insulation and other building products for residential and commercial construction in the United States. The company operates through Installation, Distribution, and Manufacturing segments. The installation segment is a key component of the construction industrys supply chain.
IBPs product offerings include fiberglass, cellulose, and spray foam insulation, along with caulk, sealants, garage doors, waterproofing, and fire-stopping systems. This diversified service model reduces reliance on a single product line.
The company also distributes wholesale building materials like spray foam and residential insulation. Understanding the companys full scope of operations, including its distribution network, can provide a clearer picture of its market position. Further research on ValueRay can offer deeper insights into IBPs financial performance and market trends.
Headlines to watch out for
- Residential construction starts impact insulation installation demand
- Commercial construction activity drives installation segment revenue
- Material costs for fiberglass and spray foam affect margins
- Labor availability and wages influence installation profitability
- Acquisition strategy expands market share and service offerings
Piotroski VR‑10 (Strict, 0-10) 6.5
| Net Income: 265.4m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.02 > 0.02 and ΔFCF/TA -9.82 > 1.0 |
| NWC/Revenue: 23.51% < 20% (prev 23.66%; Δ -0.15% < -1%) |
| CFO/TA 0.03 > 3% & CFO 64.9m > Net Income 265.4m |
| Net Debt (731.2m) to EBITDA (706.0m): 1.04 < 3 |
| Current Ratio: 3.03 > 1.5 & < 3 |
| Outstanding Shares: last quarter (27.0m) vs 12m ago -3.22% < -2% |
| Gross Margin: 33.97% > 18% (prev 0.34%; Δ 3.36k% > 0.5%) |
| Asset Turnover: 143.9% > 50% (prev 142.8%; Δ 1.15% > 0%) |
| Interest Coverage Ratio: 12.26 > 6 (EBITDA TTM 706.0m / Interest Expense TTM 31.7m) |
Altman Z'' 5.95
| A: 0.34 (Total Current Assets 1.04b - Total Current Liabilities 344.2m) / Total Assets 2.07b |
| B: 0.50 (Retained Earnings 1.04b / Total Assets 2.07b) |
| C: 0.19 (EBIT TTM 388.7m / Avg Total Assets 2.06b) |
| D: 0.78 (Book Value of Equity 1.07b / Total Liabilities 1.36b) |
| Altman-Z'' Score: 5.95 = AAA |
Beneish M -2.91
| DSRI: 1.01 (Receivables 444.1m/433.9m, Revenue 2.97b/2.94b) |
| GMI: 1.00 (GM 33.97% / 33.81%) |
| AQI: 1.01 (AQ_t 0.36 / AQ_t-1 0.36) |
| SGI: 1.01 (Revenue 2.97b / 2.94b) |
| TATA: 0.10 (NI 265.4m - CFO 64.9m) / TA 2.07b) |
| Beneish M-Score: -2.91 (Cap -4..+1) = A |
What is the price of IBP shares?
Over the past week, the price has changed by -9.10%, over one month by -19.83%, over three months by -1.89% and over the past year by +49.91%.
Is IBP a buy, sell or hold?
- StrongBuy: 3
- Buy: 1
- Hold: 6
- Sell: 1
- StrongSell: 0
What are the forecasts/targets for the IBP price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 302.3 | 16.8% |
| Analysts Target Price | 302.3 | 16.8% |
IBP Fundamental Data Overview March 18, 2026
P/E Forward = 26.3852
P/S = 2.6181
P/B = 10.8178
P/EG = 1.2
Revenue TTM = 2.97b USD
EBIT TTM = 388.7m USD
EBITDA TTM = 706.0m USD
Long Term Debt = 850.0m USD (from longTermDebt, last quarter)
Short Term Debt = 76.3m USD (from shortTermDebt, last quarter)
Debt = 1.05b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 731.2m USD (from netDebt column, last quarter)
Enterprise Value = 8.51b USD (7.78b + Debt 1.05b - CCE 321.9m)
Interest Coverage Ratio = 12.26 (Ebit TTM 388.7m / Interest Expense TTM 31.7m)
EV/FCF = 172.6x (Enterprise Value 8.51b / FCF TTM 49.3m)
FCF Yield = 0.58% (FCF TTM 49.3m / Enterprise Value 8.51b)
FCF Margin = 1.66% (FCF TTM 49.3m / Revenue TTM 2.97b)
Net Margin = 8.93% (Net Income TTM 265.4m / Revenue TTM 2.97b)
Gross Margin = 33.97% ((Revenue TTM 2.97b - Cost of Revenue TTM 1.96b) / Revenue TTM)
Gross Margin QoQ = 34.98% (prev 33.95%)
Tobins Q-Ratio = 4.11 (Enterprise Value 8.51b / Total Assets 2.07b)
Interest Expense / Debt = 0.78% (Interest Expense 8.20m / Debt 1.05b)
Taxrate = 24.90% (25.4m / 102.0m)
NOPAT = 291.9m (EBIT 388.7m * (1 - 24.90%))
Current Ratio = 3.03 (Total Current Assets 1.04b / Total Current Liabilities 344.2m)
Debt / Equity = 1.48 (Debt 1.05b / totalStockholderEquity, last quarter 709.9m)
Debt / EBITDA = 1.04 (Net Debt 731.2m / EBITDA 706.0m)
Debt / FCF = 14.83 (Net Debt 731.2m / FCF TTM 49.3m)
Total Stockholder Equity = 678.5m (last 4 quarters mean from totalStockholderEquity)
RoA = 12.86% (Net Income 265.4m / Total Assets 2.07b)
RoE = 39.12% (Net Income TTM 265.4m / Total Stockholder Equity 678.5m)
RoCE = 25.43% (EBIT 388.7m / Capital Employed (Equity 678.5m + L.T.Debt 850.0m))
RoIC = 18.74% (NOPAT 291.9m / Invested Capital 1.56b)
WACC = 10.43% (E(7.78b)/V(8.83b) * Re(11.76%) + D(1.05b)/V(8.83b) * Rd(0.78%) * (1-Tc(0.25)))
Discount Rate = 11.76% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -2.33%
[DCF] Terminal Value 70.49% ; FCFF base≈130.1m ; Y1≈135.6m ; Y5≈156.0m
[DCF] Fair Price = 41.19 (EV 1.84b - Net Debt 731.2m = Equity 1.11b / Shares 27.0m; r=10.43% [WACC]; 5y FCF grow 4.49% → 2.90% )
EPS Correlation: 60.45 | EPS CAGR: 21.94% | SUE: 1.96 | # QB: 3
Revenue Correlation: 75.14 | Revenue CAGR: 6.63% | SUE: 0.32 | # QB: 0
EPS next Quarter (2026-06-30): EPS=2.86 | Chg7d=+0.043 | Chg30d=+0.033 | Revisions Net=+1 | Analysts=13
EPS current Year (2026-12-31): EPS=11.30 | Chg7d=+0.170 | Chg30d=+0.329 | Revisions Net=+6 | Growth EPS=-1.2% | Growth Revenue=+1.7%
EPS next Year (2027-12-31): EPS=12.36 | Chg7d=+0.135 | Chg30d=+0.187 | Revisions Net=+6 | Growth EPS=+9.4% | Growth Revenue=+4.8%
[Analyst] Revisions Ratio: +0.09 (6 Up / 5 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 8.4% (Discount Rate 11.8% - Earnings Yield 3.4%)
[Growth] Growth Spread = -8.7% (Analyst -0.3% - Implied 8.4%)