IBP Stock Analysis: Installed Building Products | NYSE
Residential Construction | NYSE, USA | Market Cap: 6.637m USD | 12M Return: -8.6% | US45780R1014 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 75.9M
EPS Trend: 57.1%
Qual. Beats: 1
Rev. Trend: 89.8%
Qual. Beats: 1
Warnings
Tailwinds
No distinct edge detected
Seasonality 11.6 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. (NYSE: IBP) is a Columbus, Ohio-based installer of insulation and complementary building products serving residential and commercial construction markets across the United States. Founded in 1977 and publicly traded since its February 2014 IPO, the company operates through three segments: Installation, Distribution, and Manufacturing Operations.
Beyond its core insulation offerings-fiberglass, cellulose, and spray foam-IBP installs a diverse mix of building products including caulks and sealants, shower doors, mirrors, closet shelving, garage doors and openers, waterproofing systems, rain gutters, fire-stopping systems, and window coverings such as blinds, shades, and shutters. The company also distributes insulation products purchased wholesale from manufacturers. Its customer base consists primarily of homebuilders and commercial contractors involved in new construction, repair, remodel, and commercial projects.
As a sub-industry participant in the GICS Homebuilding classification within Consumer Discretionary, IBP operates a branch-based installer model focused on the building envelope, where insulation serves as a key driver of a structures thermal and energy efficiency performance. This positions the company to benefit from both new home construction cycles and ongoing remodeling activity.
- Mortgage rate volatility pressures new home construction demand
- Energy efficiency building codes boost insulation product demand
- Installer acquisitions accelerate revenue and market share gains
| 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 August 24, 2026, the stock is trading at USD 246.81 with a total of 229,348 shares traded. Over the past week, the price has changed by +2.74%, over one month by +10.74%, over three months by +13.88% and over the past year by -8.57%.
Current recommended Stop Loss: 217.10 (which is 12% or 2.6 ATR below the current price).
Installed Building Products has received a consensus analysts rating of 3.07. Therefore, it is recommended to hold IBP.
- StrongBuy: 1
- Buy: 0
- Hold: 12
- Sell: 1
- StrongSell: 0
| Analysts Target Price | 244.8 | -0.8% |
P/E Trailing = 25.7158
P/E Forward = 23.1481
P/S = 2.2391
P/B = 9.9164
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 = 7.58b USD (6.64b + Debt 1.33b - CCE 394.5m)
Interest Coverage Ratio = 10.32 (Ebit TTM 370.4m / Interest Expense TTM 35.9m)
EV/FCF = 188.5x (Enterprise Value 7.58b / FCF TTM 40.2m)
FCF Yield = 0.53% (FCF TTM 40.2m / Enterprise Value 7.58b)
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 = 3.37 (Enterprise Value 7.58b / 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 = 8.92% (E(6.64b)/V(7.97b) * Re(10.31%) + D(1.33b)/V(7.97b) * Rd(2.69%) * (1-Tc(0.25)))
Discount Rate = 10.31% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -99.35 | Cagr: -2.66%
[DCF] Terminal Value 70.98% ; FCFF base≈134.9m ; Y1≈118.3m ; Y5≈95.6m
[DCF] Fair Price = 17.37 (EV 1.40b - Net Debt 940.0m = Equity 461.8m / Shares 26.6m; r=8.92% [WACC]; 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=2.87 | Chg30d=-0.95% | Revisions=+0% | Analysts=13
EPS current Year (2026-12-31): EPS=10.44 | Chg30d=+3.09% | Revisions=+50% | GrowthEPS=-8.8% | GrowthRev=+0.9%
EPS next Year (2027-12-31): EPS=11.39 | Chg30d=+1.80% | Revisions=+67% | GrowthEPS=+9.1% | GrowthRev=+3.7%
[Analyst] Revisions Ratio: +50% (up=15, down=4)