IBP$284.69
$283.74
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Performance
Key Stats
AI IBP Summary
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Powered by LiveAIOverall Analysis
BuyInstalled Building Products (IBP) shows a mixed but generally positive outlook. Strong fundamental performance and a growing market position are counterbalanced by some near-term technical caution and moderate thematic tailwinds.
Thematic
IBP operates within the residential and commercial construction sector, benefiting from housing market trends. While not a high-growth technology theme, it aligns with steady infrastructure development and home improvement.
Fundamental
IBP demonstrates strong profitability, consistent revenue growth, and a healthy balance sheet. The company's ability to manage debt and generate free cash flow is notable.
Technical
The stock has experienced recent volatility. While trading above key long-term moving averages, short-term indicators suggest a potential for consolidation or a minor pullback.
| Factor | Score |
|---|---|
| Residential Construction Activity | 70 |
| Commercial Construction & Renovation | 60 |
| Energy Efficiency & Insulation Demand | 75 |
| Infrastructure Spending | 50 |
| Sustainability & Green Building | 60 |
| Factor | Score |
|---|---|
| Valuation | 70 |
| Profitability | 80 |
| Growth | 75 |
| Balance Sheet Health | 75 |
| Cash Flow | 85 |
| Earnings Consistency | 90 |
| Factor | Score |
|---|---|
| Trend Analysis | 65 |
| Momentum | 70 |
| Volume Confirmation | 70 |
| Support & Resistance | 60 |
| Recent Price Action | 50 |
AI Investing Checklist
Powered by LiveAIBullish Points (6)
Consistent Earnings Growth
Installed Building Products (IBP) has consistently beaten EPS estimates in recent quarters, with the latest quarter showing a positive surprise of 0.9% (2.88 reported vs. 2.85 estimate). The trend of EPS surprises over the last year (positive in most quarters) indicates operational efficiency and predictable earnings.
Reasonable P/E Ratio Compared to Growth
The TTM P/E ratio is 30.5, while the 2024 estimated P/E is 18.6. The company's forward-looking P/E is significantly lower, suggesting potential undervaluation as future earnings are expected to grow. The P/S ratio of 1.6 for 2024 is also favorable compared to the TTM P/S of 2.5.
Bearish Points (7)
Elevated Forward P/E
While the forward P/E ratio is attractive, the TTM P/E of 30.5 is relatively high, especially when compared to the revenue growth. The Price-to-Sales ratio of 2.5 (TTM) and 1.6 (2024 est.) suggest that the company is valued significantly on its revenue, and any slowdown in sales could impact the stock price.
Slowing Revenue Growth
Quarterly revenue growth in Q4 2024 was 8.9%, which is a healthy increase. However, looking at annual revenue, the growth from 2023 ($2.78B) to 2024 ($2.94B) represents a ~5.8% increase. This is slower than the revenue growth observed between 2021 ($1.97B) and 2022 ($2.67B), which was approximately 35%.
Calendar
June 2025
13
Ex-Dividend Date
June 2025
30
Next Dividend Date
August 2025
7
Next Earnings Date
H: $2.64
A: $2.40
L: $2.21
H: 728.58M
A: 711.37M
L: 692.40M
Profile
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.
Seasonals
Price Target
185.64 USD
The 39 analysts offering 1 year price forecasts for IBP have a max estimate of 229.00 and a min estimate of 145.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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