IBP logo

Installed Building Products, Inc. Stock Price

NYSE:IBP Community·US$5.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 15 Fair Values set on narratives written by author

IBP Share Price Performance

US$209.98
50.98 (32.06%)
US$232.58
Fair Value
US$209.98
50.98 (32.06%)
9.7% undervalued intrinsic discount
US$232.58
Fair Value
Price US$209.98
AnalystConsensusTarget US$232.58
AnalystLowTarget US$250.00
AnalystHighTarget US$355.00

IBP Community Narratives

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Fair Value US$232.58 9.7% undervalued intrinsic discount

Declining Housing Starts And Robust Backlog Will Shape Industry Trends

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·
Fair Value US$250 16.0% undervalued intrinsic discount

Aging US Demographics And Rising Costs Will Stunt Construction

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·
Fair Value US$355 40.9% undervalued intrinsic discount

Aging US Homes And Efficiency Standards Will Spur Installation Growth

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US$232.58
9.7% undervalued intrinsic discount
Revenue
3.27% p.a.
Profit Margin
7.83%
Future PE
29.53x
Price in 2029
US$292.62
US$250
16.0% undervalued intrinsic discount
Revenue
3.94% p.a.
Profit Margin
8%
Future PE
30.36x
Price in 2029
US$315.79

Trending Discussion

Updated Narratives

IBP logo

IBP: Future Returns Will Depend On Acquisitions Buybacks And Measured Expectations

Fair Value: US$232.58 9.7% undervalued intrinsic discount
5 users have set this as their fair value
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IBP: Buybacks And Higher Cash Returns Will Support Future Upside Potential

Fair Value: US$250 16.0% undervalued intrinsic discount
1 users have set this as their fair value
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IBP: Future Returns Will Reflect Buybacks Dividends And Higher P/E Assumptions

Fair Value: US$355 40.9% undervalued intrinsic discount
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Snowflake Analysis

Proven track record with adequate balance sheet.

2 Risks
1 Reward

Installed Building Products, Inc. Key Details

US$2.9b

Revenue

US$1.9b

Cost of Revenue

US$997.9m

Gross Profit

US$743.1m

Other Expenses

US$254.8m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
9.52
33.87%
8.65%
160.4%
View Full Analysis

About IBP

Founded
1977
Employees
10400
CEO
Jeffrey Edwards
WebsiteView website
www.installedbuildingproducts.com

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. It 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 standard and custom designed mirrors, as well as shower doors, and 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, as well as other complementary building products for new construction, repair, remodel, and commercial projects. 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. The company was founded in 1977 and is based in Columbus, Ohio.

Recent IBP News & Updates

Narrative Update May 28

IBP: Future Returns Will Depend On Acquisitions Buybacks And Measured Expectations

Analysts have reduced their price target on Installed Building Products by about $56.67 to $232.58 as they now apply a slightly higher discount rate and more conservative assumptions for revenue growth, profit margins, and future P/E multiples. What's in the News Installed Building Products is actively looking for acquisitions, with management highlighting a focus on deals that they view as having long term benefits and attractive returns on invested capital during the first quarter 2026 earnings call (Key Developments).

Recent updates

No updates