(IBP) Installed Building Products - Ratings and Ratios
Insulation, Waterproofing, Garage Doors, Gutters, Fire Stopping
IBP EPS (Earnings per Share)
IBP Revenue
| Risk via 10d forecast | |
|---|---|
| Volatility | 45.8% |
| Value at Risk 5%th | 67.3% |
| Relative Tail Risk | -10.72% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.52 |
| Alpha | 7.76 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.504 |
| Beta | 0.923 |
| Beta Downside | 0.489 |
| Drawdowns 3y | |
|---|---|
| Max DD | 42.14% |
| Mean DD | 14.14% |
| Median DD | 10.57% |
Description: IBP Installed Building Products November 06, 2025
Installed Building Products, Inc. (IBP) operates three integrated segments-Installation, Distribution, and Manufacturing-to provide insulation and complementary building-product services to residential and commercial builders across the United States.
The company’s product portfolio includes fiberglass, cellulose, and spray-foam insulation, as well as sealants for air-infiltration control; it installs these materials in basements, crawl spaces, attics, building envelopes, and acoustical applications.
Beyond insulation, IBP offers a broad suite of ancillary services such as garage-door and opener installation, waterproofing membranes, rain-gutter systems, fire-stopping assemblies, and custom-fit cordless blinds, shades, and shutters.
Through its Distribution segment, IBP purchases wholesale insulation and related equipment from third-party manufacturers and resells them to contractors, leveraging its national dealer network to capture margin on high-volume, low-cost products.
Founded in 1977 and headquartered in Columbus, Ohio (formerly CCIB Holdco, Inc.), IBP is listed on the NYSE under the ticker IBP and is classified in the GICS Homebuilding sub-industry.
Key market metrics: FY 2023 revenue was approximately $1.2 billion with an EBITDA margin near 7%; residential construction starts and federal energy-efficiency tax credits have been primary growth drivers, while the company’s exposure to housing-cycle volatility remains a material risk.
Sector context: tightening building-code requirements for thermal performance and the broader push toward net-zero construction are expanding demand for high-efficiency insulation solutions, a trend that directly benefits IBP’s core offerings.
For a deeper, data-driven view of IBP’s valuation and risk profile, a quick look at ValueRay’s analyst dashboard can help you spot any hidden upside.
IBP Stock Overview
| Market Cap in USD | 6,975m |
| Sub-Industry | Homebuilding |
| IPO / Inception | 2014-02-13 |
| Return 12m vs S&P 500 | 6.01% |
| Analyst Rating | 3.55 of 5 |
IBP Dividends
| Metric | Value |
|---|---|
| Dividend Yield | 1.29% |
| Yield on Cost 5y | 3.37% |
| Yield CAGR 5y | 35.72% |
| Payout Consistency | 100.0% |
| Payout Ratio | 28.5% |
IBP Growth Ratios
| Metric | Value |
|---|---|
| CAGR 3y | 49.90% |
| CAGR/Max DD Calmar Ratio | 1.18 |
| CAGR/Mean DD Pain Ratio | 3.53 |
| Current Volume | 259k |
| Average Volume | 344.7k |
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 |
| (C) 0.18 = EBIT TTM 377.0m / Avg Total Assets 2.06b |
| (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) 77.66
| 1. Piotroski 6.50pt = 1.50 |
| 2. FCF Yield 0.69% = 0.35 |
| 3. FCF Margin 1.78% = 0.44 |
| 4. Debt/Equity 1.45 = 1.53 |
| 5. Debt/Ebitda 1.26 = 1.38 |
| 6. ROIC - WACC (= 9.68)% = 12.11 |
| 7. RoE 37.75% = 2.50 |
| 8. Rev. Trend 74.94% = 5.62 |
| 9. EPS Trend 44.73% = 2.24 |
What is the price of IBP shares?
Over the past week, the price has changed by -4.95%, over one month by -4.76%, over three months by -7.63% and over the past year by +21.44%.
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 | 243.3 | -0.6% |
| Analysts Target Price | 243.3 | -0.6% |
| ValueRay Target Price | 313.6 | 28.1% |
IBP Fundamental Data Overview November 16, 2025
P/E Trailing = 27.0237
P/E Forward = 23.31
P/S = 2.3457
P/B = 10.2785
P/EG = 1.2
Beta = 1.916
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 = 7.63b USD (6.98b + Debt 985.3m - CCE 333.3m)
Interest Coverage Ratio = 11.56 (Ebit TTM 377.0m / Interest Expense TTM 32.6m)
FCF Yield = 0.69% (FCF TTM 52.9m / Enterprise Value 7.63b)
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 = 3.72 (Enterprise Value 7.63b / 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 = 12.47% (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 = 8.32% (E(6.98b)/V(7.96b) * Re(9.42%) + D(985.3m)/V(7.96b) * Rd(0.70%) * (1-Tc(0.26)))
Discount Rate = 9.42% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -2.11%
[DCF Debug] Terminal Value 74.81% ; FCFE base≈141.1m ; Y1≈153.7m ; Y5≈193.3m
Fair Price DCF = 97.45 (DCF Value 2.64b / Shares Outstanding 27.1m; 5y FCF grow 10.11% → 3.0% )
EPS Correlation: 44.73 | EPS CAGR: 10.28% | SUE: 1.84 | # QB: 2
Revenue Correlation: 74.94 | Revenue CAGR: 4.67% | SUE: 1.27 | # QB: 2
Additional Sources for IBP Stock
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Fund Manager Positions: Dataroma | Stockcircle