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Installed Building Products, Inc.NYSE:IBP Stock Report

Market Cap US$7.3b
Share Price
US$265.34
My Fair Value
US$238
11.6% overvalued intrinsic discount
1Y25.7%
7D5.2%
Portfolio Value
​
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Installed Building Products, Inc.

NYSE:IBP Stock Report

Market Cap: US$7.3b

Installed Building Products (IBP) Stock Overview

Engages in the installation of insulation for residential and commercial builders in the United States. More details

IBP fundamental analysis
Snowflake Score
Valuation0/6
Future Growth1/6
Past Performance2/6
Financial Health5/6
Dividends2/6

Risk Analysis

Significant insider selling over the past 3 months

Has a high level of debt


IBP Community Fair Values

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See what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Installed Building Products

Aging US Demographics And Rising Costs Will Stunt Construction

Key Takeaways Structural shifts in housing demand, affordability challenges, and slowing acquisitions threaten long-term revenue growth and heighten exposure to market cycles. Rising regulatory, material, and labor costs will pressure margins and profitability, increasing operational risks and complicating earnings sustainability.
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US$184.00
FV
44.2% overvalued intrinsic discount
-0.33%
Revenue growth p.a.
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0users have followed this narrative
3 days ago author updated this narrative
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Installed Building Products

Declining Housing Starts And Robust Backlog Will Shape Industry Trends

Key Takeaways Sustained headwinds in key housing and acquisition markets may limit revenue and earnings growth, with margin pressures persisting from higher labor and administrative costs. Strong current cash flow is primarily driven by working capital improvements, raising concerns about the sustainability of future cash generation if fundamentals do not improve.
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US$233.45
FV
13.7% overvalued intrinsic discount
0.82%
Revenue growth p.a.
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2users have followed this narrative
5 days ago author updated this narrative
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Installed Building Products

Aging US Homes And Efficiency Standards Will Spur Installation Growth

Key Takeaways Diversification, acquisitions, and a unique position in energy efficiency are set to fuel above-industry revenue and margin growth across both residential and commercial markets. Strong cash flow, potential for capital returns, and market consolidation present significant upside, with growth drivers and profitability not fully reflected in forecasts.
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US$290.00
FV
8.5% undervalued intrinsic discount
2.72%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
4 days ago author updated this narrative
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Installed Building Products, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Installed Building Products
Historical stock prices
Current Share PriceUS$265.34
52 Week HighUS$275.76
52 Week LowUS$150.83
Beta1.74
1 Month Change44.14%
3 Month Change64.62%
1 Year Change25.74%
3 Year Change170.20%
5 Year Change200.77%
Change since IPO1,972.97%

Recent News & Updates

Installed Building Products: Hard To Justify Current Valuation With Poor Near-Term Outlook (Rating Downgrade)

Aug 12

Recent updates

Installed Building Products: Hard To Justify Current Valuation With Poor Near-Term Outlook (Rating Downgrade)

Aug 12

Is Now The Time To Look At Buying Installed Building Products, Inc. (NYSE:IBP)?

Jul 30
Is Now The Time To Look At Buying Installed Building Products, Inc. (NYSE:IBP)?

What Installed Building Products, Inc.'s (NYSE:IBP) P/E Is Not Telling You

Jul 03
What Installed Building Products, Inc.'s (NYSE:IBP) P/E Is Not Telling You

Estimating The Fair Value Of Installed Building Products, Inc. (NYSE:IBP)

Jun 18
Estimating The Fair Value Of Installed Building Products, Inc. (NYSE:IBP)

Why We Think Shareholders May Be Considering Bumping Up Installed Building Products, Inc.'s (NYSE:IBP) CEO Compensation

May 14
Why We Think Shareholders May Be Considering Bumping Up Installed Building Products, Inc.'s (NYSE:IBP) CEO Compensation

Installed Building Products, Inc. Just Missed EPS By 12%: Here's What Analysts Think Will Happen Next

May 11
Installed Building Products, Inc. Just Missed EPS By 12%: Here's What Analysts Think Will Happen Next

Here's Why Installed Building Products (NYSE:IBP) Can Manage Its Debt Responsibly

Apr 07
Here's Why Installed Building Products (NYSE:IBP) Can Manage Its Debt Responsibly

Here's Why We Think Installed Building Products (NYSE:IBP) Is Well Worth Watching

Mar 25
Here's Why We Think Installed Building Products (NYSE:IBP) Is Well Worth Watching

Installed Building Products' (NYSE:IBP) Shareholders Will Receive A Bigger Dividend Than Last Year

Mar 02
Installed Building Products' (NYSE:IBP) Shareholders Will Receive A Bigger Dividend Than Last Year

Installed Building Products: Time To Keep Investors Warm

Feb 28

Estimating The Fair Value Of Installed Building Products, Inc. (NYSE:IBP)

Feb 23
Estimating The Fair Value Of Installed Building Products, Inc. (NYSE:IBP)

Installed Building Products (NYSE:IBP) Is Very Good At Capital Allocation

Feb 09
Installed Building Products (NYSE:IBP) Is Very Good At Capital Allocation

Installed Building Products: Near-Term Demand Outlook Has Turned Negative

Dec 26

Installed Building Products (NYSE:IBP) Has A Pretty Healthy Balance Sheet

Dec 22
Installed Building Products (NYSE:IBP) Has A Pretty Healthy Balance Sheet

Is It Too Late To Consider Buying Installed Building Products, Inc. (NYSE:IBP)?

Dec 08
Is It Too Late To Consider Buying Installed Building Products, Inc. (NYSE:IBP)?

Installed Building Products, Inc.'s (NYSE:IBP) Share Price Not Quite Adding Up

Nov 24
Installed Building Products, Inc.'s (NYSE:IBP) Share Price Not Quite Adding Up

We Think Installed Building Products (NYSE:IBP) Might Have The DNA Of A Multi-Bagger

Nov 10
We Think Installed Building Products (NYSE:IBP) Might Have The DNA Of A Multi-Bagger

Installed Building Products: Rising Institutional Pessimism Despite Strong Market Tailwinds

Oct 24

A Look At The Intrinsic Value Of Installed Building Products, Inc. (NYSE:IBP)

Oct 02
A Look At The Intrinsic Value Of Installed Building Products, Inc. (NYSE:IBP)

Is There Now An Opportunity In Installed Building Products, Inc. (NYSE:IBP)?

Aug 30
Is There Now An Opportunity In Installed Building Products, Inc. (NYSE:IBP)?
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Critical Shift And Robust Demand Propel Future Revenue And Net Margin Growth

Strategic realignment towards core business areas and dissolution of non-essential branches likely to boost future revenue quality and net margins.

Installed Building Products: Downgrade To Hold As Valuation Has Priced In Near-Term Upside

Aug 06

Installed Building Products: Capital-Light Growth Throwing Off Free Cash Flow Attractive

May 29

Installed Building Products: Strong Near-Term Growth Tailwinds

Mar 12

Installed Building Products: Impressive Compounder With Long-Term Potential

Feb 07

Shareholder Returns

IBPUS Consumer DurablesUS Market
7D5.2%5.8%1.3%
1Y25.7%-1.5%15.8%

Return vs Industry: IBP exceeded the US Consumer Durables industry which returned -1.3% over the past year.

Return vs Market: IBP exceeded the US Market which returned 16.1% over the past year.

Price Volatility

Is IBP's price volatile compared to industry and market?
IBP volatility
IBP Average Weekly Movement8.4%
Consumer Durables Industry Average Movement7.5%
Market Average Movement6.4%
10% most volatile stocks in US Market17.3%
10% least volatile stocks in US Market3.0%

Stable Share Price: IBP has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: IBP's weekly volatility (8%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
197710,800Jeff Edwardswww.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. The company offers a range of insulation materials, such as fiberglass and cellulose, and spray foam insulation materials.

Installed Building Products, Inc. Fundamentals Summary

How do Installed Building Products's earnings and revenue compare to its market cap?
IBP fundamental statistics
Market capUS$7.26b
Earnings (TTM)US$249.90m
Revenue (TTM)US$2.96b
28.8x
P/E Ratio
2.4x
P/S Ratio

Is IBP overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IBP income statement (TTM)
RevenueUS$2.96b
Cost of RevenueUS$1.96b
Gross ProfitUS$992.20m
Other ExpensesUS$742.30m
EarningsUS$249.90m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)9.20
Gross Margin33.57%
Net Profit Margin8.45%
Debt/Equity Ratio131.8%

How did IBP perform over the long term?

See historical performance and comparison

Dividends

1.2%
Current Dividend Yield
16%
Payout Ratio

Does IBP pay a reliable dividends?

See IBP dividend history and benchmarks
When do you need to buy IBP by to receive an upcoming dividend?
Installed Building Products dividend dates
Ex Dividend DateSep 15 2025
Dividend Pay DateSep 30 2025
Days until Ex dividend27 days
Days until Dividend pay date42 days

Does IBP pay a reliable dividends?

See IBP dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/08/18 06:48
End of Day Share Price 2025/08/18 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Installed Building Products, Inc. is covered by 19 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Matthew McCallBB&T Capital Markets
Reuben GarnerBenchmark Company
Daniel WangBerenberg