(IBP) Installed Building Products - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US45780R1014

Insulation, Sealants, Waterproofing, Garage Doors, Gutters

Stock: Homebuilding
Age 11.9y

MCap 8,354m
Avg Vol 243K (65.2M USD)

Beta 0.940
Volatility 46.68%

EPS (Earnings per Share)

EPS CAGR: -40.49%
EPS Trend: -19.4%

Last SUE: -4.00
Qual. Beats: 0

Revenue

Rev. CAGR: 10.58%
Rev. Trend: 77.4%

Last SUE: 1.27
Qual. Beats: 2

Dividends

Dividend Yield	1.71%
Yield on Cost 5y	3.00%
Yield CAGR 5y	27.59%
Payout Consistency	100.0%
Payout Ratio	28.7%

Risk via 5d forecast
Volatility	46.7%
Value at Risk 5%th	68.8%
Relative Tail Risk	-10.39%

Reward TTM
Sharpe Ratio	1.12
Alpha	44.82
CAGR/Max DD	1.12

Character TTM
Hurst Exponent	0.453
Beta	0.940
Beta Downside	0.509

Drawdowns 3y
Max DD	42.14%
Mean DD	14.30%
Median DD	10.65%

Description: IBP Installed Building Products January 09, 2026

Installed Building Products, Inc. (NYSE: IBP) provides insulation-related services and complementary building-product installations across the United States, organized into three operating segments: Installation, Distribution, and Manufacturing Operations. The company installs a broad portfolio that includes fiberglass, cellulose, and spray-foam insulation; air-seal caulks; garage doors and openers; waterproofing membranes; fire-stopping systems; and custom interior solutions such as mirrors, shelving, and cordless blinds.

In its most recent fiscal year (2023), IBP reported revenue of roughly $1.2 billion and an adjusted EBITDA margin of about 7 %, reflecting modest profitability in a low-margin, volume-driven business. The firm’s top-line is highly sensitive to U.S. residential housing starts (a leading indicator for insulation demand) and to energy-efficiency incentives tied to the Inflation Reduction Act, which have been boosting retro-fit activity in both the residential and commercial segments. As of Q4 2024, the company’s order backlog was approximately 10 % of annual revenue, indicating a steady pipeline but also exposing it to cyclical construction slowdowns.

For a deeper, data-driven look at IBP’s valuation metrics and scenario analysis, you may find ValueRay’s platform worth exploring.

Piotroski VR‑10 (Strict, 0-10) 6.5

Net Income (255.7m TTM) > 0 and > 6% of Revenue (6% = 178.4m TTM)

FCFTA 0.03 (>2.0%) and ΔFCFTA -10.62pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 22.30% (prev 25.69%; Δ -3.39pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.04 (>3.0%) and CFO 74.8m <= Net Income 255.7m (YES >=105%, WARN >=100%)

Net Debt (652.0m) to EBITDA (519.0m) ratio: 1.26 <= 3.0 (WARN <= 3.5)

Current Ratio 2.78 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (27.2m) change vs 12m ago -3.36% (target <= -2.0% for YES)

Gross Margin 33.62% (prev 33.94%; Δ -0.33pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 144.2% (prev 140.5%; Δ 3.72pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 11.56 (EBITDA TTM 519.0m / Interest Expense TTM 32.6m) >= 6 (WARN >= 3)

Altman Z'' 5.67

(A) 0.32 = (Total Current Assets 1.04b - Total Current Liabilities 372.3m) / Total Assets 2.05b

(B) 0.48 = Retained Earnings (Balance) 976.8m / Total Assets 2.05b

(D) 0.73 = Book Value of Equity 1.00b / Total Liabilities 1.37b

Total Rating: 5.67 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 74.42

1. Piotroski 6.50pt

2. FCF Yield 0.59%

3. FCF Margin 1.78%

4. Debt/Equity 1.45

5. Debt/Ebitda 1.26

6. ROIC - WACC (= 9.56)%

7. RoE 37.75%

8. Rev. Trend 77.37%

9. EPS Trend -19.45%

What is the price of IBP shares?

As of January 19, 2026, the stock is trading at USD 309.70 with a total of 307,484 shares traded.
Over the past week, the price has changed by +2.22%, over one month by +16.82%, over three months by +19.14% and over the past year by +56.55%.

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.

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	258.8	-16.4%
Analysts Target Price	258.8	-16.4%
ValueRay Target Price	431.9	39.4%

IBP Fundamental Data Overview January 19, 2026

P/E Trailing = 33.3369
P/E Forward = 28.0899
P/S = 2.8096
P/B = 12.311
P/EG = 1.2
Revenue TTM = 2.97b USD
EBIT TTM = 377.0m USD
EBITDA TTM = 519.0m USD
Long Term Debt = 846.0m USD (from longTermDebt, last quarter)
Short Term Debt = 74.5m USD (from shortTermDebt, last quarter)
Debt = 985.3m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 652.0m USD (from netDebt column, last quarter)
Enterprise Value = 9.01b USD (8.35b + Debt 985.3m - CCE 333.3m)
Interest Coverage Ratio = 11.56 (Ebit TTM 377.0m / Interest Expense TTM 32.6m)
EV/FCF = 170.3x (Enterprise Value 9.01b / FCF TTM 52.9m)
FCF Yield = 0.59% (FCF TTM 52.9m / Enterprise Value 9.01b)
FCF Margin = 1.78% (FCF TTM 52.9m / Revenue TTM 2.97b)
Net Margin = 8.60% (Net Income TTM 255.7m / Revenue TTM 2.97b)
Gross Margin = 33.62% ((Revenue TTM 2.97b - Cost of Revenue TTM 1.97b) / Revenue TTM)
Gross Margin QoQ = 33.95% (prev 34.18%)
Tobins Q-Ratio = 4.39 (Enterprise Value 9.01b / Total Assets 2.05b)
Interest Expense / Debt = 0.70% (Interest Expense 6.90m / Debt 985.3m)
Taxrate = 25.82% (25.9m / 100.3m)
NOPAT = 279.6m (EBIT 377.0m * (1 - 25.82%))
Current Ratio = 2.78 (Total Current Assets 1.04b / Total Current Liabilities 372.3m)
Debt / Equity = 1.45 (Debt 985.3m / totalStockholderEquity, last quarter 678.6m)
Debt / EBITDA = 1.26 (Net Debt 652.0m / EBITDA 519.0m)
Debt / FCF = 12.33 (Net Debt 652.0m / FCF TTM 52.9m)
Total Stockholder Equity = 677.3m (last 4 quarters mean from totalStockholderEquity)
RoA = 12.40% (Net Income 255.7m / Total Assets 2.05b)
RoE = 37.75% (Net Income TTM 255.7m / Total Stockholder Equity 677.3m)
RoCE = 24.75% (EBIT 377.0m / Capital Employed (Equity 677.3m + L.T.Debt 846.0m))
RoIC = 18.00% (NOPAT 279.6m / Invested Capital 1.55b)
WACC = 8.45% (E(8.35b)/V(9.34b) * Re(9.38%) + D(985.3m)/V(9.34b) * Rd(0.70%) * (1-Tc(0.26)))
Discount Rate = 9.38% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -2.11%
[DCF Debug] Terminal Value 77.75% ; FCFF base≈141.1m ; Y1≈153.6m ; Y5≈192.8m
Fair Price DCF = 89.60 (EV 3.07b - Net Debt 652.0m = Equity 2.42b / Shares 27.0m; r=8.45% [WACC]; 5y FCF grow 10.11% → 2.90% )
EPS Correlation: -19.45 | EPS CAGR: -40.49% | SUE: -4.0 | # QB: 0
Revenue Correlation: 77.37 | Revenue CAGR: 10.58% | SUE: 1.27 | # QB: 2
EPS next Quarter (2026-03-31): EPS=2.05 | Chg30d=-0.010 | Revisions Net=-2 | Analysts=12
EPS next Year (2026-12-31): EPS=11.00 | Chg30d=+0.041 | Revisions Net=-2 | Growth EPS=+0.6% | Growth Revenue=+1.4%

Additional Sources for IBP Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
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Fund Manager Positions: Dataroma | Stockcircle