IBP Community Fair Values
Create NarrativeSee what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Installed Building Products, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$223.30 |
| 52주 최고가 | US$349.00 |
| 52주 최저가 | US$174.66 |
| 베타 | 1.72 |
| 1개월 변동 | 4.24% |
| 3개월 변동 | -15.73% |
| 1년 변동 | 26.70% |
| 3년 변동 | 66.53% |
| 5년 변동 | 82.49% |
| IPO 이후 변동 | 1,644.53% |
최근 뉴스 및 업데이트
분석 기사 • 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...Seeking Alpha • Jun 19
Installed Building Products: Better Valuation, But Residential Still Needs To Turn
Summary Installed Building Products remains hold-rated as residential recovery is lacking and valuation, while improved, is not compelling enough. Commercial segment strength, driven by data center and manufacturing projects, is offsetting residential weakness but remains a minority of total revenue. Residential indicators—same-branch sales, job volume, and macro housing data—show no signs of near-term recovery, limiting upside potential. IBP's forward P/E has de-rated to its 10-year average (~20x), but earnings growth is still needed for meaningful stock appreciation. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.Recent updates
분석 기사 • 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...Seeking Alpha • Jun 19
Installed Building Products: Better Valuation, But Residential Still Needs To Turn
Summary Installed Building Products remains hold-rated as residential recovery is lacking and valuation, while improved, is not compelling enough. Commercial segment strength, driven by data center and manufacturing projects, is offsetting residential weakness but remains a minority of total revenue. Residential indicators—same-branch sales, job volume, and macro housing data—show no signs of near-term recovery, limiting upside potential. IBP's forward P/E has de-rated to its 10-year average (~20x), but earnings growth is still needed for meaningful stock appreciation. Read the full article on Seeking Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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).분석 기사 • 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...
내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • Jul 30
Is Now The Time To Look At Buying Installed Building Products, Inc. (NYSE:IBP)?
Installed Building Products, Inc. ( NYSE:IBP ), might not be a large cap stock, but it led the NYSE gainers with a...분석 기사 • Jul 03
What Installed Building Products, Inc.'s (NYSE:IBP) P/E Is Not Telling You
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Seeking Alpha • Feb 28
Installed Building Products: Time To Keep Investors Warm
Summary Installed Building Products shares have pulled back 40% from early 2024 highs, making them appealing at a mid-teens earnings multiple amidst modest growth driven by M&A. The company has diversified beyond insulation, now generating 40% of sales from adjacent products, while maintaining a 30% market share in insulation. Despite solid long-term demand trends and above-average margins, concerns about rates, tariffs, and economic growth create near-term shadows over the shares. I'm gradually more attracted to the shares but prefer to start buying around the $150 mark for better insulation and protection. Read the full article on Seeking AlphaSeeking Alpha • Dec 26
Installed Building Products: Near-Term Demand Outlook Has Turned Negative
Summary I downgraded Installed Building Products to a sell due to the Fed's hawkish stance, which negatively impacts US housing demand and mortgage rates. Elevated mortgage rates reduce housing affordability and supply, leading to poor demand and no signs of growth inflection in housing permits. IBP faces gross margin headwinds from a higher mix of lower-margin products and persistent negative fiberglass price/cost spread. Despite recent valuation de-rating, further downside is expected due to poor earnings growth outlook and macroeconomic pressures. Read the full article on Seeking Alpha주주 수익률
| IBP | US Consumer Durables | US 시장 | |
|---|---|---|---|
| 7D | 5.7% | -0.4% | -2.3% |
| 1Y | 26.7% | 9.8% | 21.2% |
수익률 대 산업: IBP은 지난 1년 동안 9.8%의 수익을 기록한 US Consumer Durables 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: IBP은 지난 1년 동안 21.2%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| IBP volatility | |
|---|---|
| IBP Average Weekly Movement | 10.3% |
| Consumer Durables Industry Average Movement | 7.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: IBP는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: IBP의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1977 | 10,400 | Jeff Edwards | www.installedbuildingproducts.com |
는 자회사와 함께 미국 내 주거 및 상업용 건축업자를 위한 단열재 설치 사업을 하고 있습니다. 이 회사는 세 가지 부문으로 운영됩니다: 설치, 유통 및 제조 운영의 세 가지 부문으로 운영됩니다. 유리 섬유 및 셀룰로오스, 스프레이 폼 단열재와 같은 다양한 단열재를 제공합니다.
Installed Building Products, Inc. 기초 지표 요약
| IBP 기초 통계 | |
|---|---|
| 시가총액 | US$5.64b |
| 순이익 (TTM) | US$254.80m |
| 매출 (TTM) | US$2.95b |
23.5x
주가수익비율(P/E)2.0x
주가매출비율(P/S)IBP는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| IBP 손익계산서 (TTM) | |
|---|---|
| 매출 | US$2.95b |
| 매출원가 | US$1.95b |
| 총이익 | US$997.90m |
| 기타 비용 | US$743.10m |
| 순이익 | US$254.80m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 9.52 |
| 총이익률 | 33.87% |
| 순이익률 | 8.65% |
| 부채/자본 비율 | 160.4% |
IBP의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Installed Building Products 배당 일정 | |
|---|---|
| 배당락일 | Jun 15 2026 |
| 배당 지급일 | Jun 30 2026 |
| 배당락일까지 남은 일수 | 10 days |
| 배당 지급일까지 남은 일수 | 5 days |
IBP는 안정적으로 배당을 지급합니까?
IBP 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/24 22:49 |
| 종가 | 2026/06/24 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Installed Building Products, Inc.는 18명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Reuben Garner | Benchmark Company |
| Daniel Wang | Berenberg |
| Kurt Yinger | D.A. Davidson & Co. |