(IBP) Installed Building Products - Overview

Sector: Consumer Cyclical | Industry: Residential Construction | Exchange: NYSE (USA) | Market Cap: 5.854m USD | Total Return: 31.1% in 12m

Insulation, Garage Doors, Rain Gutters, Shower Doors, Shelving
Total Rating 48
Safety 78
Buy Signal -0.81
Residential Construction
Industry Rotation: -12.8
Market Cap: 5.85B
Avg Turnover: 105M
Risk 3d forecast
Volatility65.6%
VaR 5th Pctl10.2%
VaR vs Median-5.65%
Reward TTM
Sharpe Ratio0.69
Rel. Str. IBD13.3
Rel. Str. Peer Group52.5
Character TTM
Beta1.516
Beta Downside1.890
Hurst Exponent0.556
Drawdowns 3y
Max DD42.14%
CAGR/Max DD0.61
CAGR/Mean DD1.69
EPS (Earnings per Share) EPS (Earnings per Share) of IBP over the last years for every Quarter: "2021-03": 0.9, "2021-06": 1.59, "2021-09": 1.49, "2021-12": 1.42, "2022-03": 1.54, "2022-06": 2.48, "2022-09": 2.51, "2022-12": 2.43, "2023-03": 2.15, "2023-06": 2.62, "2023-09": 2.79, "2023-12": 2.72, "2024-03": 2.47, "2024-06": 3.02, "2024-09": 2.85, "2024-12": 2.88, "2025-03": 2.08, "2025-06": 2.95, "2025-09": 3.18, "2025-12": 3.24, "2026-03": 1.79,
EPS CAGR: -8.33%
EPS Trend: 4.2%
Last SUE: -0.62
Qual. Beats: 0
Revenue Revenue of IBP over the last years for every Quarter: 2021-03: 437.066, 2021-06: 488.098, 2021-09: 509.763, 2021-12: 533.723, 2022-03: 587.492, 2022-06: 676.749, 2022-09: 719.114, 2022-12: 686.489, 2023-03: 659.309, 2023-06: 692.1, 2023-09: 706.465, 2023-12: 720.726, 2024-03: 692.9, 2024-06: 737.6, 2024-09: 760.6, 2024-12: 750.2, 2025-03: 684.8, 2025-06: 760.3, 2025-09: 778.2, 2025-12: 747.5, 2026-03: 660.5,
Rev. CAGR: -0.65%
Rev. Trend: 43.0%
Last SUE: -0.42
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: IBP Installed Building Products

Installed Building Products, Inc. (NYSE: IBP) is a leading installer of insulation and complementary building products for the residential and commercial construction markets in the United States. The company operates through three integrated segments: Installation, Distribution, and Manufacturing. Its service portfolio encompasses insulation materials, waterproofing, fire-stopping systems, garage doors, rain gutters, and various interior finishing products such as mirrors and closet shelving.

The company utilizes a decentralized business model, managing a national network of over 210 branch locations to serve local builders while leveraging corporate-level purchasing power. This scale is significant in the fragmented building services sector, where localized labor management and supply chain efficiency are primary drivers of profitability. Beyond new construction, IBP targets the repair and remodel markets to diversify its revenue streams against cyclical housing fluctuations.

Investors looking for deeper financial metrics and valuation models should explore the data available on ValueRay. Founded in 1977 and headquartered in Columbus, Ohio, IBP has expanded its market share through a consistent strategy of acquiring local installation businesses to broaden its geographic footprint and product offerings.

Headlines to Watch Out For
  • New residential housing starts drive core installation and distribution revenue volume
  • Strategic acquisitions of regional installers accelerate market share and geographic expansion
  • Fluctuations in fiberglass and spray foam input costs impact gross profit margins
  • Interest rate volatility affects mortgage affordability and residential construction project demand
  • Growth in commercial and multifamily segments diversifies revenue beyond single-family housing
Piotroski VR‑10 (Strict) 5.5
Net Income: 254.8m TTM > 0 and > 6% of Revenue
FCF/TA: 0.03 > 0.02 and ΔFCF/TA -10.19 > 1.0
NWC/Revenue: 27.84% < 20% (prev 22.16%; Δ 5.68% < -1%)
CFO/TA 0.03 > 3% & CFO 75.1m > Net Income 254.8m
Net Debt (706.3m) to EBITDA (697.1m): 1.01 < 3
Current Ratio: 3.35 > 1.5 & < 3
Outstanding Shares: last quarter (27.0m) vs 12m ago -2.64% < -2%
Gross Margin: 33.51% > 18% (prev 0.34%; Δ 3.32k% > 0.5%)
Asset Turnover: 139.3% > 50% (prev 146.7%; Δ -7.37% > 0%)
Interest Coverage Ratio: 11.21 > 6 (EBITDA TTM 697.1m / Interest Expense TTM 33.7m)
Altman Z'' 5.80
A: 0.37 (Total Current Assets 1.17b - Total Current Liabilities 349.8m) / Total Assets 2.23b
B: 0.46 (Retained Earnings 1.02b / Total Assets 2.23b)
C: 0.18 (EBIT TTM 377.7m / Avg Total Assets 2.11b)
D: 0.67 (Book Value of Equity 1.04b / Total Liabilities 1.56b)
Altman-Z'' Score: 5.80 = AAA
Beneish M -2.96
DSRI: 1.01 (Receivables 426.4m/419.4m, Revenue 2.95b/2.93b)
GMI: 1.00 (GM 33.51% / 33.54%)
AQI: 0.94 (AQ_t 0.35 / AQ_t-1 0.37)
SGI: 1.00 (Revenue 2.95b / 2.93b)
TATA: 0.08 (NI 254.8m - CFO 75.1m) / TA 2.23b)
Beneish M-Score: -2.96 (Cap -4..+1) = A
What is the price of IBP shares? As of May 18, 2026, the stock is trading at USD 209.19 with a total of 608,422 shares traded.
Over the past week, the price has changed by -4.91%, over one month by -29.72%, over three months by -37.31% and over the past year by +31.12%.
Is IBP a buy, sell or hold? Installed Building Products has received a consensus analysts rating of 3.55. Therefor, it is recommend to hold IBP.
  • StrongBuy: 3
  • Buy: 1
  • Hold: 6
  • Sell: 1
  • StrongSell: 0
What are the forecasts/targets for the IBP price?
Analysts Target Price 249.2 19.1%
Installed Building Products (IBP) - Fundamental Data Overview as of 16 May 2026
P/E Trailing = 23.1921
P/E Forward = 20.79
P/S = 1.9869
P/B = 8.8789
P/EG = 1.2
Revenue TTM = 2.95b USD
EBIT TTM = 377.7m USD
EBITDA TTM = 697.1m USD
Long Term Debt = 850.0m USD (from longTermDebt, last fiscal year)
Short Term Debt = 77.3m USD (from shortTermDebt, last quarter)
Debt = 1.18b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 706.3m USD (from netDebt column, last quarter)
Enterprise Value = 6.56b USD (5.85b + Debt 1.18b - CCE 474.3m)
Interest Coverage Ratio = 11.21 (Ebit TTM 377.7m / Interest Expense TTM 33.7m)
EV/FCF = 104.0x (Enterprise Value 6.56b / FCF TTM 63.1m)
FCF Yield = 0.96% (FCF TTM 63.1m / Enterprise Value 6.56b)
FCF Margin = 2.14% (FCF TTM 63.1m / Revenue TTM 2.95b)
Net Margin = 8.65% (Net Income TTM 254.8m / Revenue TTM 2.95b)
Gross Margin = 33.51% ((Revenue TTM 2.95b - Cost of Revenue TTM 1.96b) / Revenue TTM)
Gross Margin QoQ = 30.55% (prev 34.98%)
Tobins Q-Ratio = 2.94 (Enterprise Value 6.56b / Total Assets 2.23b)
Interest Expense / Debt = 0.87% (Interest Expense 10.3m / Debt 1.18b)
Taxrate = 26.11% (12.3m / 47.1m)
NOPAT = 279.1m (EBIT 377.7m * (1 - 26.11%))
Current Ratio = 3.35 (Total Current Assets 1.17b / Total Current Liabilities 349.8m)
Debt / Equity = 1.77 (Debt 1.18b / totalStockholderEquity, last quarter 667.5m)
Debt / EBITDA = 1.01 (Net Debt 706.3m / EBITDA 697.1m)
Debt / FCF = 11.19 (Net Debt 706.3m / FCF TTM 63.1m)
Total Stockholder Equity = 680.1m (last 4 quarters mean from totalStockholderEquity)
RoA = 12.05% (Net Income 254.8m / Total Assets 2.23b)
RoE = 37.46% (Net Income TTM 254.8m / Total Stockholder Equity 680.1m)
RoCE = 24.68% (EBIT 377.7m / Capital Employed (Equity 680.1m + L.T.Debt 850.0m))
RoIC = 17.83% (NOPAT 279.1m / Invested Capital 1.57b)
WACC = 9.53% (E(5.85b)/V(7.04b) * Re(11.32%) + D(1.18b)/V(7.04b) * Rd(0.87%) * (1-Tc(0.26)))
Discount Rate = 11.32% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -95.56 | Cagr: -2.21%
[DCF] Terminal Value 72.82% ; FCFF base≈142.0m ; Y1≈140.2m ; Y5≈145.1m
[DCF] Fair Price = 47.79 (EV 1.99b - Net Debt 706.3m = Equity 1.29b / Shares 26.9m; r=9.53% [WACC]; 5y FCF grow -2.08% → 3.0% )
EPS Correlation: 4.18 | EPS CAGR: -8.33% | SUE: -0.62 | # QB: 0
Revenue Correlation: 43.05 | Revenue CAGR: -0.65% | SUE: -0.42 | # QB: 0
EPS current Quarter (2026-06-30): EPS=2.58 | Chg30d=-9.17% | Revisions=-40% | Analysts=12
EPS next Quarter (2026-09-30): EPS=2.91 | Chg30d=-8.34% | Revisions=-64% | Analysts=12
EPS current Year (2026-12-31): EPS=10.17 | Chg30d=-9.43% | Revisions=-60% | GrowthEPS=-11.1% | GrowthRev=-0.6%
EPS next Year (2027-12-31): EPS=11.47 | Chg30d=-5.74% | Revisions=-60% | GrowthEPS=+12.8% | GrowthRev=+4.8%
[Analyst] Revisions Ratio: -64%