(IBP) Installed Building Products - Overview
Stock: Insulation, Sealants, Waterproofing, Garage Doors, Gutters
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 1.71% |
| Yield on Cost 5y | 2.83% |
| Yield CAGR 5y | 27.59% |
| Payout Consistency | 100.0% |
| Payout Ratio | 38.7% |
| Risk 5d forecast | |
|---|---|
| Volatility | 46.5% |
| Relative Tail Risk | -11.6% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.34 |
| Alpha | 59.89 |
| Character TTM | |
|---|---|
| Beta | 0.907 |
| Beta Downside | 0.533 |
| Drawdowns 3y | |
|---|---|
| Max DD | 42.14% |
| CAGR/Max DD | 1.14 |
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) 7.5
| Net Income: 255.7m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.03 > 0.02 and ΔFCF/TA -10.62 > 1.0 |
| NWC/Revenue: 22.30% < 20% (prev 25.69%; Δ -3.39% < -1%) |
| CFO/TA 0.04 > 3% & CFO 74.8m > Net Income 255.7m |
| Net Debt (652.0m) to EBITDA (519.0m): 1.26 < 3 |
| Current Ratio: 2.78 > 1.5 & < 3 |
| Outstanding Shares: last quarter (27.2m) vs 12m ago -3.36% < -2% |
| Gross Margin: 33.62% > 18% (prev 0.34%; Δ 3328 % > 0.5%) |
| Asset Turnover: 144.2% > 50% (prev 140.5%; Δ 3.72% > 0%) |
| Interest Coverage Ratio: 11.56 > 6 (EBITDA TTM 519.0m / Interest Expense TTM 32.6m) |
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 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) |
| Altman-Z'' Score: 5.67 = AAA |
Beneish M -2.83
| DSRI: 1.05 (Receivables 482.7m/451.0m, Revenue 2.97b/2.91b) |
| GMI: 1.01 (GM 33.62% / 33.94%) |
| AQI: 1.07 (AQ_t 0.36 / AQ_t-1 0.34) |
| SGI: 1.02 (Revenue 2.97b / 2.91b) |
| TATA: 0.09 (NI 255.7m - CFO 74.8m) / TA 2.05b) |
| Beneish M-Score: -2.83 (Cap -4..+1) = A |
What is the price of IBP shares?
Over the past week, the price has changed by +14.15%, over one month by +19.27%, over three months by +30.74% and over the past year by +74.91%.
Is IBP a buy, sell or hold?
- StrongBuy: 3
- Buy: 1
- Hold: 6
- Sell: 1
- StrongSell: 0
What are the forecasts/targets for the IBP price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 260.9 | -20.7% |
| Analysts Target Price | 260.9 | -20.7% |
| ValueRay Target Price | 474.4 | 44.2% |
IBP Fundamental Data Overview February 03, 2026
P/E Forward = 26.6667
P/S = 2.614
P/B = 11.6341
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 = 8.42b USD (7.77b + Debt 985.3m - CCE 333.3m)
Interest Coverage Ratio = 11.56 (Ebit TTM 377.0m / Interest Expense TTM 32.6m)
EV/FCF = 159.3x (Enterprise Value 8.42b / FCF TTM 52.9m)
FCF Yield = 0.63% (FCF TTM 52.9m / Enterprise Value 8.42b)
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 = 4.11 (Enterprise Value 8.42b / 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 = 8.28% (E(7.77b)/V(8.76b) * Re(9.26%) + D(985.3m)/V(8.76b) * Rd(0.70%) * (1-Tc(0.26)))
Discount Rate = 9.26% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -2.11%
[DCF Debug] Terminal Value 78.33% ; FCFF base≈141.1m ; Y1≈153.6m ; Y5≈192.8m
Fair Price DCF = 93.20 (EV 3.17b - Net Debt 652.0m = Equity 2.51b / Shares 27.0m; r=8.28% [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=-0.017 | Revisions Net=-1 | Analysts=12
EPS next Year (2026-12-31): EPS=10.97 | Chg30d=+0.017 | Revisions Net=-2 | Growth EPS=+0.4% | Growth Revenue=+1.4%