IBP logo

Installed Building Products, Inc. Stock Price

NYSE:IBP Community·US$6.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 17 Fair Values set on narratives written by author

IBP Share Price Performance

US$246.00
-23.06 (-8.57%)
US$200.00
Fair Value
US$246.00
-23.06 (-8.57%)
23.0% overvalued intrinsic discount
US$200.00
Fair Value
Price US$246.00
AnalystLowTarget US$200.00
AnalystConsensusTarget US$244.82
AnalystHighTarget US$288.09

IBP Community Narratives

·
Fair Value US$200 23.0% overvalued intrinsic discount

Aging US Demographics And Rising Costs Will Stunt Construction

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Fair Value US$244.82 0.5% overvalued intrinsic discount

Declining Housing Starts And Robust Backlog Will Shape Industry Trends

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Fair Value US$288.09 14.6% undervalued intrinsic discount

Aging US Homes And Efficiency Standards Will Spur Installation Growth

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US$244.82
0.5% overvalued intrinsic discount
Revenue
4.06% p.a.
Profit Margin
8.06%
Future PE
28.02x
Price in 2029
US$303.66
US$288.09
14.6% undervalued intrinsic discount
Revenue
5.59% p.a.
Profit Margin
7.85%
Future PE
32.41x
Price in 2029
US$365.39
US$200
23.0% overvalued intrinsic discount
Revenue
3.51% p.a.
Profit Margin
7.82%
Future PE
25.08x
Price in 2029
US$249.99

Trending Discussion

No trending discussion available.

Updated Narratives

IBP logo

IBP: Future Returns Will Rely On Acquisitions Buybacks And Diversified End Markets

Fair Value: US$244.82 0.5% overvalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
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IBP: Share Repurchases And Housing Act Tailwinds Will Drive Future Returns

Fair Value: US$288.09 14.6% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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IBP: Housing Bill Tailwinds And Buybacks Will Support Future Returns

Fair Value: US$200 23.0% overvalued intrinsic discount
2 users have set this as their fair value
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Snowflake Analysis

Proven track record with mediocre balance sheet.

1 Risk
1 Reward

Installed Building Products, Inc. Key Details

US$3.0b

Revenue

US$2.0b

Cost of Revenue

US$996.9m

Gross Profit

US$746.2m

Other Expenses

US$250.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
9.49
33.63%
8.46%
166.1%
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 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 Alpha
Analysis Article 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...

Recent updates

No updates