Installed Building Products

Declining Housing Starts And Robust Backlog Will Shape Industry Trends

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

28 Aug 24

Updated

11 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

39.6%

7D

1.8%

Loading

1Y

39.6%

7D

1.8%

You can edit this narrative until Dec 12 1:05 PM. Then, changes will post as Updates.

Author's Valuation

US$245.5411.0% overvalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Decreased 1.08%

IBP: Share Repurchases Will Likely Fail To Offset Downside Risk

Analysts have slightly reduced their price target on Installed Building Products, trimming fair value by about $3 to approximately $246. Modestly lower long term revenue growth assumptions more than offset a small improvement in projected profit margins and a marginally lower discount rate.

Shared on 27 Nov 25

Fair value Increased 2.01%

IBP: Share Repurchases And Earnings Outlook Will Influence Fair Value Ahead

Analysts have modestly increased their price target for Installed Building Products from $243.33 to $248.23. This reflects anticipated improvements in revenue growth and profit margins.

Shared on 10 Nov 25

Fair value Increased 2.36%

IBP: Share Repurchases And Mixed Forecasts Will Shape Fair Value

Analysts have raised their price target for Installed Building Products from $237.73 to $243.33. They cite improved revenue growth projections that outweigh a slight dip in expected profit margins and a higher discount rate.

Shared on 08 Aug 25

Fair value Increased 34%

Despite a decline in revenue growth forecasts, Installed Building Products’ consensus price target has risen sharply—reflecting higher expected valuation multiples as indicated by the increased future P/E. What's in the News Installed Building Products, Inc.

Shared on 07 May 25

Fair value Decreased 6.33%

AnalystConsensusTarget has decreased revenue growth from 2.7% to 1.1%, decreased profit margin from 9.1% to 7.4% and increased future PE multiple from 21.3x to 25.7x.

Shared on 30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 3.49%

AnalystConsensusTarget has decreased revenue growth from 3.2% to 2.7%.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 19%

AnalystConsensusTarget has decreased revenue growth from 4.9% to 3.2%.

AnalystConsensusTarget Fair Value

US$245.54

11.0% overvalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

2.39%

Consumer Durables revenue growth rate

0.17%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.75%

Calculation

US$286.19m

Earnings '28

x

27.57x

PE Ratio '28

=

US$7.89b

Market Cap '28

US$7.89b

Market Cap '28

/

25.15m

No. shares '28

=

US$313.80

Share Price '28

US$313.80 Share Price '28

Discounted to 2025 @ 8.73% p.a.

=

US$244.09

Fair Value '25