(IBP) Installed Building Products - Ratings and Ratios
Insulation, Fireproofing, Waterproofing, Gutters, Garage Doors
IBP EPS (Earnings per Share)
IBP Revenue
Description: IBP Installed Building Products
Installed Building Products Inc (NYSE:IBP) is a leading player in the US homebuilding industry, specializing in the installation of insulation and other complementary building products for residential and commercial builders. The companys diversified operations span three segments: Installation, Distribution, and Manufacturing Operations, allowing it to capitalize on various revenue streams.
The companys product and service offerings are comprehensive, encompassing a range of insulation materials, sealant products, garage doors, waterproofing systems, and other building solutions. This breadth of offerings enables Installed Building Products to be a one-stop-shop for builders, enhancing customer loyalty and driving growth. Key performance indicators (KPIs) to watch include revenue growth, gross margin expansion, and the ratio of Installation revenue to total revenue, which can indicate the companys ability to drive growth through its core installation services.
From a financial perspective, Installed Building Products return on equity (ROE) of 35.56% is noteworthy, indicating a strong ability to generate profits from shareholder equity. Other KPIs to monitor include the companys debt-to-equity ratio, interest coverage ratio, and operating cash flow margin, which can provide insights into its financial health and ability to service debt. The price-to-earnings (P/E) ratio of 21.01 and forward P/E of 19.92 suggest that the stock may be fairly valued, but a closer examination of earnings growth prospects and industry trends is necessary to confirm this assessment.
To further evaluate Installed Building Products prospects, it is essential to analyze industry trends, such as the growth in demand for energy-efficient building solutions and the impact of regulatory changes on the homebuilding industry. Additionally, monitoring the companys acquisition activity, geographic expansion, and investments in new products and technologies can provide insights into its growth strategy and potential for long-term success.
IBP Stock Overview
| Market Cap in USD | 7,374m |
| Sub-Industry | Homebuilding |
| IPO / Inception | 2014-02-13 |
IBP Stock Ratings
| Growth Rating | 45.7% |
| Fundamental | 70.2% |
| Dividend Rating | 59.5% |
| Return 12m vs S&P 500 | 7.64% |
| Analyst Rating | 3.55 of 5 |
IBP Dividends
| Dividend Yield 12m | 0.79% |
| Yield on Cost 5y | 2.18% |
| Annual Growth 5y | 25.74% |
| Payout Consistency | 91.8% |
| Payout Ratio | 29.4% |
IBP Growth Ratios
| Growth Correlation 3m | 95.3% |
| Growth Correlation 12m | -28.8% |
| Growth Correlation 5y | 72.6% |
| CAGR 5y | 26.06% |
| CAGR/Max DD 5y | 0.54 |
| Sharpe Ratio 12m | 0.06 |
| Alpha | 7.61 |
| Beta | 0.684 |
| Volatility | 41.81% |
| Current Volume | 382.9k |
| Average Volume 20d | 577.2k |
| Stop Loss | 248 (-4.4%) |
| Signal | 1.68 |
Piotroski VR‑10 (Strict, 0-10) 7.5
| Net Income (249.9m TTM) > 0 and > 6% of Revenue (6% = 177.4m TTM) |
| FCFTA 0.14 (>2.0%) and ΔFCFTA -0.61pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 22.36% (prev 25.71%; Δ -3.36pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.18 (>3.0%) and CFO 358.7m > Net Income 249.9m (YES >=105%, WARN >=100%) |
| Net Debt (678.2m) to EBITDA (374.3m) ratio: 1.81 <= 3.0 (WARN <= 3.5) |
| Current Ratio 2.85 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (27.4m) change vs 12m ago -3.23% (target <= -2.0% for YES) |
| Gross Margin 33.57% (prev 34.07%; Δ -0.51pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 146.1% (prev 141.1%; Δ 5.03pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 8.07 (EBITDA TTM 374.3m / Interest Expense TTM 33.4m) >= 6 (WARN >= 3) |
Altman Z'' 5.24
| (A) 0.33 = (Total Current Assets 1.02b - Total Current Liabilities 356.6m) / Total Assets 2.02b |
| (B) 0.45 = Retained Earnings (Balance) 912.5m / Total Assets 2.02b |
| (C) 0.13 = EBIT TTM 269.7m / Avg Total Assets 2.02b |
| (D) 0.69 = Book Value of Equity 938.4m / Total Liabilities 1.36b |
| Total Rating: 5.24 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 70.15
| 1. Piotroski 7.50pt = 2.50 |
| 2. FCF Yield 3.47% = 1.73 |
| 3. FCF Margin 9.37% = 2.34 |
| 4. Debt/Equity 1.38 = 1.62 |
| 5. Debt/Ebitda 2.44 = -0.86 |
| 6. ROIC - WACC 5.13% = 6.41 |
| 7. RoE 36.39% = 2.50 |
| 8. Rev. Trend 56.45% = 2.82 |
| 9. Rev. CAGR 2.05% = 0.26 |
| 10. EPS Trend 7.67% = 0.19 |
| 11. EPS CAGR 6.23% = 0.62 |
What is the price of IBP shares?
Over the past week, the price has changed by -6.34%, over one month by +21.75%, over three months by +63.45% and over the past year by +26.39%.
Is Installed Building Products a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of IBP is around 268.07 USD . This means that IBP is currently overvalued and has a potential downside of 3.37%.
Is IBP a buy, sell or hold?
- Strong Buy: 3
- Buy: 1
- Hold: 6
- Sell: 1
- Strong Sell: 0
What are the forecasts/targets for the IBP price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 237.7 | -8.3% |
| Analysts Target Price | 181.7 | -29.9% |
| ValueRay Target Price | 296.7 | 14.4% |
Last update: 2025-08-21 02:49
IBP Fundamental Data Overview
CCE Cash And Equivalents = 305.2m USD (Cash And Short Term Investments, last quarter)
P/E Trailing = 30.0836
P/E Forward = 28.4091
P/S = 2.4947
P/B = 10.9116
P/EG = 1.2
Beta = 1.745
Revenue TTM = 2.96b USD
EBIT TTM = 269.7m USD
EBITDA TTM = 374.3m USD
Long Term Debt = 842.8m USD (from longTermDebt, last quarter)
Short Term Debt = 72.2m USD (from shortTermDebt, last quarter)
Debt = 915.0m USD (Calculated: Short Term 72.2m + Long Term 842.8m)
Net Debt = 678.2m USD (from netDebt column, last quarter)
Enterprise Value = 7.98b USD (7.37b + Debt 915.0m - CCE 305.2m)
Interest Coverage Ratio = 8.07 (Ebit TTM 269.7m / Interest Expense TTM 33.4m)
FCF Yield = 3.47% (FCF TTM 276.9m / Enterprise Value 7.98b)
FCF Margin = 9.37% (FCF TTM 276.9m / Revenue TTM 2.96b)
Net Margin = 8.45% (Net Income TTM 249.9m / Revenue TTM 2.96b)
Gross Margin = 33.57% ((Revenue TTM 2.96b - Cost of Revenue TTM 1.96b) / Revenue TTM)
Tobins Q-Ratio = 8.51 (Enterprise Value 7.98b / Book Value Of Equity 938.4m)
Interest Expense / Debt = 0.91% (Interest Expense 8.30m / Debt 915.0m)
Taxrate = 25.92% (89.8m / 346.4m)
NOPAT = 199.8m (EBIT 269.7m * (1 - 25.92%))
Current Ratio = 2.85 (Total Current Assets 1.02b / Total Current Liabilities 356.6m)
Debt / Equity = 1.38 (Debt 915.0m / last Quarter total Stockholder Equity 664.5m)
Debt / EBITDA = 2.44 (Net Debt 678.2m / EBITDA 374.3m)
Debt / FCF = 3.30 (Debt 915.0m / FCF TTM 276.9m)
Total Stockholder Equity = 686.8m (last 4 quarters mean)
RoA = 12.37% (Net Income 249.9m, Total Assets 2.02b )
RoE = 36.39% (Net Income TTM 249.9m / Total Stockholder Equity 686.8m)
RoCE = 17.63% (Ebit 269.7m / (Equity 686.8m + L.T.Debt 842.8m))
RoIC = 12.80% (NOPAT 199.8m / Invested Capital 1.56b)
WACC = 7.67% (E(7.37b)/V(8.29b) * Re(8.54%)) + (D(915.0m)/V(8.29b) * Rd(0.91%) * (1-Tc(0.26)))
Shares Correlation 5-Years: -100.0 | Cagr: -1.97%
Discount Rate = 8.54% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 78.35% ; FCFE base≈282.2m ; Y1≈320.4m ; Y5≈438.3m
Fair Price DCF = 252.6 (DCF Value 6.90b / Shares Outstanding 27.3m; 5y FCF grow 15.79% → 3.0% )
Revenue Correlation: 56.45 | Revenue CAGR: 2.05%
Rev Growth-of-Growth: 0.07
EPS Correlation: 7.67 | EPS CAGR: 6.23%
EPS Growth-of-Growth: -5.27
Additional Sources for IBP Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle