Installed Building Products (IBP) Resumen de Acciones
Installed Building Products, Inc. junto con sus filiales, se dedica a la instalación de aislamiento para constructores residenciales y comerciales en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 0/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 3/6 |
| Dividendos | 3/6 |
Recompensas
Análisis de riesgos
IBP Community Fair Values
Create NarrativeSee what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Installed Building Products, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$246.81 |
| Máximo en las últimas 52 semanas | US$349.00 |
| Mínimo de 52 semanas | US$193.11 |
| Beta | 1.72 |
| Cambio en 1 mes | 8.52% |
| Variación en 3 meses | 13.67% |
| Cambio de 1 año | -9.73% |
| Variación en 3 años | 78.71% |
| Variación en 5 años | 94.94% |
| Variación desde la OPV | 1,828.20% |
Noticias y actualizaciones recientes
Actualización de narrativa • Aug 22
IBP: Future Returns Will Rely On Acquisitions Buybacks And Diversified End Markets
Analysts have nudged their price target for Installed Building Products higher to about $245 from roughly $233, citing updated assumptions for revenue growth, profit margins and a slightly lower discount rate, partly offset by a modestly lower future P/E multiple. What’s in the News for Installed Building Products Installed Building Products reported second quarter results that were ahead of Wall Street expectations, according to analyst questions discussed on the Q2 earnings call.Seeking Alpha • Aug 20
Installed Building Products: Residential Weakness Still Keeps Me At Hold
Summary Installed Building Products remains rated Hold as residential recovery is unclear and valuation is not compelling. Q2 showed commercial strength, especially from data center demand, and multifamily trends improved, but core residential volume continues to decline. IBP trades at ~22.5x forward PE, reflecting multifamily improvement, but lacks a clear catalyst for further upside without residential recovery. Builder sentiment and housing starts remain weak, with incentives masking true demand, making near-term residential volume recovery difficult to forecast. Read the full article on Seeking AlphaArtículo de análisis • Aug 09
Installed Building Products, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Installed Building Products, Inc. ( NYSE:IBP ) just released its second-quarter report and things are looking bullish...
Actualización de narrativa • Aug 07
IBP: Share Repurchases And Housing Act Tailwinds Will Drive Future Returns
Analysts have lifted their price target for Installed Building Products to about $288 from roughly $278, reflecting updated assumptions that combine slightly quicker revenue growth with a higher future P/E multiple and a lower discount rate, offset by more conservative profit margin expectations. What’s in the News for Installed Building Products Installed Building Products reported that from April 1, 2026 to June 30, 2026 it repurchased 365,370 shares, representing 1.36% of shares, for a total of US$76.51 million under its current buyback program.Recent updates
Actualización de narrativa • Aug 22
IBP: Future Returns Will Rely On Acquisitions Buybacks And Diversified End Markets
Analysts have nudged their price target for Installed Building Products higher to about $245 from roughly $233, citing updated assumptions for revenue growth, profit margins and a slightly lower discount rate, partly offset by a modestly lower future P/E multiple. What’s in the News for Installed Building Products Installed Building Products reported second quarter results that were ahead of Wall Street expectations, according to analyst questions discussed on the Q2 earnings call.Seeking Alpha • Aug 20
Installed Building Products: Residential Weakness Still Keeps Me At Hold
Summary Installed Building Products remains rated Hold as residential recovery is unclear and valuation is not compelling. Q2 showed commercial strength, especially from data center demand, and multifamily trends improved, but core residential volume continues to decline. IBP trades at ~22.5x forward PE, reflecting multifamily improvement, but lacks a clear catalyst for further upside without residential recovery. Builder sentiment and housing starts remain weak, with incentives masking true demand, making near-term residential volume recovery difficult to forecast. Read the full article on Seeking AlphaArtículo de análisis • Aug 09
Installed Building Products, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Installed Building Products, Inc. ( NYSE:IBP ) just released its second-quarter report and things are looking bullish...Actualización de narrativa • Aug 07
IBP: Share Repurchases And Housing Act Tailwinds Will Drive Future Returns
Analysts have lifted their price target for Installed Building Products to about $288 from roughly $278, reflecting updated assumptions that combine slightly quicker revenue growth with a higher future P/E multiple and a lower discount rate, offset by more conservative profit margin expectations. What’s in the News for Installed Building Products Installed Building Products reported that from April 1, 2026 to June 30, 2026 it repurchased 365,370 shares, representing 1.36% of shares, for a total of US$76.51 million under its current buyback program.
Actualización de narrativa • Jul 09
IBP: Housing Bill Tailwinds And Buybacks Will Support Future Returns
Analysts have reduced their price target on Installed Building Products from $250.00 to $200.00. They cited updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations.Actualización de narrativa • Jun 25
IBP: Future Returns Will Reflect Acquisition Momentum And Housing Act Tailwinds
Analysts have slightly reduced their price target on Installed Building Products to about $278. The revision reflects updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions.Artículo de análisis • Jun 21
Installed Building Products (IBP) Stock Could Be 6.2% Undervalued After Its Recent 3 Month Slide
Installed Building Products (IBP) has drawn investor attention after recent trading left the stock about 18% lower over the past 3 months, even as its 1-year total return stands near 30%. See our latest analysis for Installed Building Products. The recent 18% decline in the 3 month share price sits in contrast to Installed Building Products’ 30% 1 year total shareholder return, suggesting shorter term sentiment has cooled while longer term holders still sit on sizeable gains. If you want to...Actualización de narrativa • Jun 11
IBP: Future Returns Will Reflect Acquisitions Buybacks And Stronger Margins
Analysts now see fair value for Installed Building Products at $278.57, down from $355.00. This reflects updated assumptions for slightly higher discount rates, more moderate revenue growth, stronger profit margins, and a lower future P/E multiple.Actualización de narrativa • 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).Artículo de análisis • May 10
Installed Building Products, Inc. Just Missed EPS By 19%: Here's What Analysts Think Will Happen Next
One of the biggest stories of last week was how Installed Building Products, Inc. ( NYSE:IBP ) shares plunged 25% in...Actualización de narrativa • May 08
IBP: Buybacks And Higher Cash Returns Will Support Future Upside Potential
Analysts have lifted their price target on Installed Building Products from $203 to $250, citing updated assumptions for slightly lower discount rates, revised revenue growth, profit margin expectations, and a higher future P/E multiple. What's in the News The board approved an annual variable cash dividend of $1.80 per share, which is $0.10 per share higher than the prior year’s variable dividend, payable on March 31, 2026, to stockholders of record on March 13, 2026 (company announcement).Actualización de narrativa • Apr 21
IBP: Future Returns Will Rely On Buybacks Dividends And Measured Expectations
Analysts now place their price target for Installed Building Products at about $289, down from roughly $304. This reflects updated assumptions for slightly higher discount rates, marginally softer revenue growth, a small uptick in profit margin, and a lower expected future P/E multiple.Actualización de narrativa • Apr 07
IBP: Future Returns Will Reflect Buybacks Dividends And Higher P/E Assumptions
Analysts have nudged their price target for Installed Building Products up by about $6 to $355, reflecting updated assumptions around revenue growth, profit margins, the discount rate and the future P/E multiple. What's in the News The Board of Directors authorized a new share buyback plan on February 26, 2026.Actualización de narrativa • Mar 23
IBP: Future Returns Will Rely On Share Repurchases And Dividend Discipline
Analysts have nudged their price target for Installed Building Products by about $1.50, citing small adjustments to fair value, discount rate, profit margin assumptions, and a slightly higher future P/E. What's in the News The Board of Directors authorized a new share buyback plan on February 26, 2026, signaling an intention to repurchase stock over time (company announcement).Actualización de narrativa • Mar 09
IBP: Fair Outlook Will Rely On Acquisitions And Dividend Discipline
Analysts have lifted their price target on Installed Building Products from $245.54 to $302.33, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E, which they view as better reflecting the company's current outlook. What's in the News Installed Building Products plans to pursue acquisitions, with the CFO highlighting higher debt and cash balances and an estimated first quarter interest expense of about US$11 million as context for this approach (Key Developments).Actualización de narrativa • Feb 23
IBP: Future Returns Will Reflect Higher P/E Assumptions And Steady Profitability
Analysts have adjusted their price target for Installed Building Products to about $349 from roughly $331, citing updated assumptions that combine a slightly higher discount rate and future P/E multiple with modest tweaks to expected revenue growth and profit margins. Valuation Changes Fair Value: updated to approximately $349.27 from about $330.88, reflecting a modest upward adjustment in the valuation estimate.Actualización de narrativa • Feb 08
IBP: Future Returns Will Reflect Buybacks And Steady Profitability Outlook
Analysts have raised their price target on Installed Building Products from US$290.00 to about US$330.88, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E expectations. Valuation Changes Fair Value: Updated estimate increased from US$290.00 to about US$330.88, a change of roughly US$40.88.Actualización de narrativa • Jan 25
IBP: Share Buybacks Will Sustain Overvaluation And Increase Downside Risk
Analysts have kept their fair value estimate for Installed Building Products steady at $203.00. The slight model tweaks around discount rate, revenue growth, profit margin and future P/E reflect fine tuning of assumptions rather than a shift in overall view.Actualización de narrativa • Jan 11
IBP: Higher P/E And Share Buybacks Will Signal Rising Downside Risk
Narrative Update on Installed Building Products Analysts have lifted their price target on Installed Building Products from US$184 to US$203, pointing to updated assumptions for revenue growth, profit margins, and future P/E that reflect their latest view of the company’s risk profile and earnings potential. What's in the News The company completed the repurchase of 700,000 shares, representing 2.55% of shares, for a total of US$134.93 million under the buyback announced on February 27, 2025 (Key Developments).Artículo de análisis • Jan 01
Is Installed Building Products, Inc. (NYSE:IBP) Worth US$259 Based On Its Intrinsic Value?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Installed Building Products fair value estimate is US$197...Actualización de narrativa • Dec 25
IBP: Future Returns Will Reflect Buybacks And Improved Profitability
Analysts have modestly revised their price target for Installed Building Products to 290 dollars per share, maintaining the prior level. Higher expected revenue growth and profit margins are offset by a slightly elevated discount rate and a lower assumed future price to earnings multiple.Actualización de narrativa • Dec 11
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.Actualización de narrativa • Nov 27
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.Actualización de narrativa • Nov 10
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.Artículo de análisis • Nov 08
Results: Installed Building Products, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Installed Building Products, Inc. ( NYSE:IBP ) just released its latest quarterly results and things are looking...Artículo de análisis • Sep 05
Installed Building Products, Inc.'s (NYSE:IBP) 25% Price Boost Is Out Of Tune With Earnings
Despite an already strong run, Installed Building Products, Inc. ( NYSE:IBP ) shares have been powering on, with a gain...Actualización de narrativa • Aug 08
Declining Housing Starts And Robust Backlog Will Shape Industry Trends
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.Rentabilidad de los accionistas
| IBP | US Consumer Durables | Mercado US | |
|---|---|---|---|
| 7D | 1.3% | -1.1% | -1.2% |
| 1Y | -9.7% | -3.5% | 18.3% |
Rentabilidad vs. Industria: Los resultados de IBP fueron inferiores a los de la industria US Consumer Durables, que obtuvo un rendimiento del -3.5% el año pasado.
Rentabilidad vs. Mercado: IBP obtuvo unos resultados inferiores a los del mercado US, que fueron del 18.3% el año pasado.
Volatilidad de los precios
| IBP volatility | |
|---|---|
| IBP Average Weekly Movement | 6.0% |
| Consumer Durables Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: IBP no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de IBP (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1977 | 10,400 | Jeff Edwards | www.installedbuildingproducts.com |
Installed Building Products, Inc. junto con sus filiales, se dedica a la instalación de aislamiento para constructores residenciales y comerciales en Estados Unidos. Opera a través de tres segmentos: Instalación, Distribución y Operaciones de Fabricación. Ofrece una gama de materiales aislantes, como fibra de vidrio y celulosa, y materiales aislantes de espuma pulverizada.
Resumen de fundamentos de Installed Building Products, Inc.
| Estadísticas fundamentales de IBP | |
|---|---|
| Capitalización bursátil | US$6.52b |
| Beneficios(TTM) | US$250.70m |
| Ingresos (TTM) | US$2.96b |
26.0x
Ratio precio-beneficio (PE)2.2x
Ratio precio-ventas (PS)¿Está IBP sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de IBP | |
|---|---|
| Ingresos | US$2.96b |
| Coste de los ingresos | US$1.97b |
| Beneficio bruto | US$996.90m |
| Otros gastos | US$746.20m |
| Beneficios | US$250.70m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 9.49 |
| Margen bruto | 33.63% |
| Margen de beneficio neto | 8.46% |
| Ratio deuda/patrimonio | 166.1% |
¿Cómo se ha desempeñado IBP a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.4%
Rentabilidad actual por dividendo16%
Ratio de pagos¿Paga IBP dividendos fiables?
Ver historial de dividendos e índices de referencia de IBP| fechas de dividendos de Installed Building Products | |
|---|---|
| Fecha ex dividendo | Sep 15 2026 |
| Fecha de pago de dividendos | Sep 30 2026 |
| Días hasta ex dividendo | 21 days |
| Días hasta la fecha de pago de dividendos | 36 days |
¿Paga IBP dividendos fiables?
Ver historial de dividendos e índices de referencia de IBPAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/24 19:40 |
| Precio de las acciones al final del día | 2026/08/21 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Installed Building Products, Inc. está cubierta por 17 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Reuben Garner | Benchmark Company |
| Daniel Wang | Berenberg |
| Kurt Yinger | D.A. Davidson & Co. |