IBP

Installed Building Products, Inc.

Fundamental data last updated:September 12, 2026

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company profile

SECTOR

Consumer Cyclical

industry

Residential Construction

Exchange

NYSE

County of HQ

US

Next Earnings Date

Pending Announcement

Business Summary

Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation for residential and commercial builders in the United States. It operates through three segments: Installation, Distribution, and Manufacturing Operations. The company offers a range of insulation materials, such as fiberglass and cellulose, and spray foam insulation materials. It is also involved in the installation of insulation and sealant materials in various areas of a structure, which includes basement and crawl space, building envelope, attic, and acoustical applications. In addition, the company installs a range of caulk and sealant products that control air infiltration in residential and commercial buildings; basic sliding door and complex custom designs; and custom designed mirrors, as well as closet shelving systems. Further, it installs and services garage doors and openers, including steel, aluminum, wood, and vinyl garage doors, as well as opener systems; installs waterproofing and caulking and moisture protection systems; offers sheet and hot applied waterproofing membrane, deck coating, bentonite, and air and vapor systems; and provides rain gutters installation services. Additionally, the company provides fire-stopping systems, including fire-rated joint assemblies, perimeter fire containment, and smoke and fire containment systems installation services; and cordless blinds, shades, and shutters installation services, as well as other complementary building products. It also distributes products and materials purchased wholesale from manufacturers, such as spray foam insulation, metal building insulation, residential insulation, and mechanical and fabricated Styrofoam insulation; and insulation products, including equipment, machines, and services. The company was formerly known as CCIB Holdco, Inc. Installed Building Products, Inc. was founded in 1977 and is based in Columbus, Ohio.

 


VALUATION

P/E

22.08

Market Cap ($M USD)

$5.66B

Forward P/E

15.73

PEG

0.39

PRICE TO SALES

1.92

PRICE TO BOOK

8.43

EV / EBITDA

9.13

5-Year Average P/E

Free Cash Flow Yield

1.12%

DCF Value

$131.27

Graham Number

$73.00

Price to FCF

89.65

EV to FCF

100.84

Earnings Yield

4.53%

FCF Yield

1.12%

DIVIDEND

Yield

1.57%

Annual Payout

$3.30

Payout Ratio

35.13%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$9.51

Next Year EPS Growth Estimate

$13.35

Next Year Revenue Growth Estimate

$3.30B

Return on Equity (ROE)

37.46%

FREE CASH FLOW

Operating Margin

12.73%

Debt-to-Equity

1.48

Piotroski F-Score

5

Altman Z-Score

5.13

Return on Invested Capital (ROIC)

19.96%

Current Ratio

3.35

Quick Ratio

2.76

Net Debt to EBITDA

1.01

Interest Coverage

11.13

Gross Profit margin

33.51%

FCF PER SHARE

$2.35

REVENUE PER SHARE

$109.95

Gainseekers Quantitative Analysis

Summary

Installed Building Products, Inc. presents a perplexing valuation scenario. Despite a robust Altman Z-score of 5.24 indicating financial stability, the stock traded significantly above its DCF value, suggesting market overvaluation. The Forward P/E of 16.10 implies some growth expectations, yet the earnings yield of 4.32% seems modest for a GARP investor. With a Graham Number far below the snapshot price, the market appears to be pricing in perfection. This discrepancy raises questions about the sustainability of its current valuation.

AI Exposure / Tech Reliance

Operating in the residential construction industry, IBP's exposure to AI and tech shifts is minimal but not negligible. As construction increasingly integrates smart technologies, IBP's adaptability will hinge on its ability to incorporate these innovations into its service offerings. However, the traditional nature of its industry suggests a slower tech adoption curve.

The Bull Case

For the discerning GARP investor, IBP's appeal lies in its impressive ROIC of 19.96%, showcasing efficient capital allocation. The Piotroski F-Score of 5 indicates moderate financial strength, while the operating margin of 12.73% reflects solid pricing power. Despite a low FCF yield, the company's ability to generate consistent returns on equity at 37.46% suggests a resilient business model capable of weathering economic cycles.

The Bear Case

However, the bear case is hard to ignore. The Price/Book ratio of 8.83 and Price/Sales of 2.01 highlight a potentially overvalued stock, especially when juxtaposed with a meager FCF yield of 1.06%. The stock's technical overextension, trading well above its 50-Day and 200-Day SMAs, signals caution. Furthermore, a high Price to FCF ratio of 93.93 raises red flags about cash flow sustainability, making it vulnerable to market corrections.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Hold

Average Analyst Price Target

$253.67

Institutional Ownership %

1-Year Beta

1.85

Insider Buying % (6 Mo)

Distance to 52-Week High

66.21%

Distance to 52-Week Low

26.65%

EARNINGS SURPRISE %

-8.67%

50-DAY SMA

$260.15

200-DAY SMA

$272.05

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.