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IBP

NEUTRAL
$298.53 Live
Installed Building Products, Inc. · NYSE
Target $289.25 (-3.1%)
$150.83 52W Range $349.0
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 28, 2026
Market cap
$8.04B
P/E
30.78
ROE
37.5%
Profit margin
8.9%
Debt/Equity
1.4
Dividend yield
1.11%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
IBP presents a dichotomy of elite operational efficiency and concerning valuation/insider signals. While the Piotroski F-Score of 4/9 indicates stable health and the company boasts a superior ROE of 37.51% compared to its sector, the stock trades at a massive premium to its Graham Number ($76.02). Earnings growth remains strong (18.20% YoY) despite stagnant revenue growth (-0.40%), suggesting internal cost optimizations rather than market expansion. The primary headwind is a starkly bearish insider sentiment, highlighted by the CEO selling 400,000 shares.

Key Strengths

Exceptional ROE (37.51%) and ROA (11.77%) far exceeding sector averages
Strong liquidity position with a Current Ratio of 3.03 and Quick Ratio of 2.31
Consistent earnings track record with 3 of the last 4 quarters beating estimates
Significant profit margin advantage over Consumer Cyclical peers
Sustainable dividend payout ratio at 32.75%

Key Risks

Stagnant to negative revenue growth (-0.40% YoY) indicating a potential growth ceiling
Extreme valuation premium relative to book value (P/B of 11.27)
Heavy insider selling, specifically a large liquidation by the CEO
Bearish technical trend (0/100) suggesting lack of immediate price momentum
High dependence on cost-cutting for earnings growth given flat top-line revenue
AI Fair Value Estimate
Based on comprehensive analysis
$272.5
-8.7% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
56
Moderate
Value
30
Future
55
Past
85
Health
60
Dividend
50
AI Verdict
Operational powerhouse trading at a premium with internal red flags.
Key drivers: Elite profitability metrics, Negative revenue growth, Aggressive insider selling, High P/B ratio
Confidence
90%
Value
30/100

Ref P/E 30.78, Graham Number $76.02

Positives
  • Forward P/E (24.72) is lower than current P/E
Watchpoints
  • Price is nearly 4x the Graham Number
  • P/B ratio of 11.27 is excessively high
Future
55/100

Ref Growth rates

Positives
  • Strong YoY earnings growth (18.20%)
  • Consistent earnings surprises
Watchpoints
  • Negative YoY revenue growth (-0.40%)
  • Negative Q/Q revenue growth (-0.36%)
Past
85/100

Ref Historical trends

Positives
  • Impressive 5Y price change of +146.5%
  • Long-term history of beating EPS estimates
Watchpoints
  • Recent 1W price dip
Health
60/100

Ref Piotroski F-Score 4/9

Positives
  • Very high current and quick ratios
  • Manageable Debt/Equity (1.40)
Watchpoints
  • Piotroski F-Score of 4/9 is only mediocre/stable
Dividend
50/100

Ref Yield 1.11%, Payout 32.75%

Positives
  • Low payout ratio (32.75%) ensures safety
Watchpoints
  • Low dividend yield (1.11%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$298.53
Analyst Target
$289.25
Upside/Downside
-3.1%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for IBP and closest competitors.

Updated 2026-04-27
IBP
Installed Building Products, Inc.
Primary
5Y
+146.5%
3Y
+151.4%
1Y
+80.2%
6M
+11.0%
1M
+13.8%
1W
-3.5%
AN
AutoNation, Inc.
Peer
5Y
+183.9%
3Y
+87.3%
1Y
+15.7%
6M
+5.4%
1M
+0.9%
1W
-0.3%
LKQ
LKQ Corporation
Peer
5Y
-22.7%
3Y
-41.2%
1Y
-23.4%
6M
+8.1%
1M
-0.9%
1W
+7.8%
BIR
Birkenstock Holding plc
Peer
5Y
-1.6%
3Y
-1.6%
1Y
-32.6%
6M
-25.0%
1M
-6.8%
1W
+2.8%
GAP
The Gap, Inc.
Peer
5Y
-9.6%
3Y
+193.6%
1Y
+24.0%
6M
+7.9%
1M
+1.0%
1W
-7.5%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
30.78
Forward P/E
24.72
PEG Ratio
N/A
P/B Ratio
11.27
P/S Ratio
2.71
EV/Revenue
2.92
EV/EBITDA
17.49
Market Cap
$8.04B

Profitability

Profit margins and return metrics

Profit Margin 8.93%
Operating Margin 14.62%
Gross Margin 33.97%
ROE 37.51%
ROA 11.77%

Growth

Revenue and earnings growth rates

Revenue Growth -0.4%
Earnings Growth +18.2%
Q/Q Revenue Growth -0.36%
Q/Q Earnings Growth +14.5%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.4
Moderate
Current Ratio
3.03
Strong
Quick Ratio
2.31
Excellent
Cash/Share
$12.01

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.7B
Gross Margin
35.0%
Op. Margin
14.6%
Net Margin
10.2%
Total Assets
$2.1B
Liabilities
$1.4B
Equity
$0.7B
Debt/Equity
1.91x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
76%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-07
$N/A
2026-02-26
$3.24
+18.0% surprise
2025-11-05
$2.74
+16.1% surprise
2025-08-07
$2.95
+22.9% surprise

Consumer Cyclical Sector Comparison

Comparing IBP against 386 companies in the Consumer Cyclical sector (23 bullish, 133 neutral, 230 bearish)
P/E Ratio
30.78
This Stock
vs
33.98
Sector Avg
-9.4% (Discount)
Return on Equity (ROE)
37.51%
This Stock
vs
-43.92%
Sector Avg
-185.4% (Below Avg)
Profit Margin
8.93%
This Stock
vs
-5.4%
Sector Avg
-265.6% (Weaker)
Debt to Equity
1.4
This Stock
vs
1.51
Sector Avg
-7.7% (Lower)
Revenue Growth
-0.4%
This Stock
vs
28.42%
Sector Avg
-101.4% (Slower)
Current Ratio
3.03
This Stock
vs
2.46
Sector Avg
+23.3% (Stronger)

Similar Companies

Peer comparison within the same industry

IBP Installed...
NEUTRAL
Mkt Cap
$8.0B
P/E
30.8
ROE
37.5%
Price
$298.53
AN AutoNation, Inc.
NEUTRAL
Mkt Cap
$7.8B
P/E
12.9
ROE
27.2%
Price
$214.26
 Compare with IBP
LKQ LKQ Corporation
NEUTRAL
Mkt Cap
$7.8B
P/E
13.2
ROE
9.5%
Price
$30.38
 Compare with IBP
BIRK Birkenstock Holding plc
NEUTRAL
Mkt Cap
$7.3B
P/E
18.1
ROE
13.0%
Price
$39.55
 Compare with IBP
GAP The Gap, Inc.
NEUTRAL
Mkt Cap
$9.1B
P/E
11.7
ROE
23.1%
Price
$24.99
 Compare with IBP

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

MILLER MICHAEL THOMAS
Chief Financial Officer
Gift
2026-03-11
5,000 shares
CARTER MARGOT LEBENBERG
Director
Sell
2026-03-09
2,000 shares · $598,620
HILSHEIMER LAWRENCE A
Director
Gift
2026-03-09
30 shares
JACKSON JANET E.
Director
Sell
2026-03-09
1,410 shares · $413,567
EDWARDS JEFFREY W
Chief Executive Officer
Sell
2026-03-03
400,000 shares · $125,624,000
FRY TODD R
Officer
Stock Award
2026-02-24
1,631 shares
EDWARDS JEFFREY W
Chief Executive Officer
Stock Award
2026-02-24
23,857 shares
MILLER MICHAEL THOMAS
Chief Financial Officer
Stock Award
2026-02-24
7,866 shares
NISWONGER JASON R.
Officer
Stock Award
2026-02-24
3,597 shares
HIRE WILLIAM JEFFREY
Officer
Stock Award
2026-02-24
1,768 shares
WHEELER BRAD A.
Chief Operating Officer
Stock Award
2026-02-24
6,452 shares
JACKSON JANET E.
Director
Gift
2025-12-02
10 shares
THOMAS MICHAEL H
Director
Sell
2025-11-26
2,001 shares · $536,832
HIRE WILLIAM JEFFREY
Officer
Sell
2025-11-07
5,000 shares · $1,258,143
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-04-08

IBP filed a Definitive Proxy Statement on April 8, 2026, providing shareholders with necessary information to vote on matters at the company's annual meeting.

10-K
10-K
2026-02-26

IBP filed its annual 10-K report on February 26, 2026. The provided excerpts do not contain specific financial metrics or detailed risk disclosures.

8-K
8-K
2026-02-26

IBP filed an 8-K on February 26, 2026, likely to announce its financial results for the preceding fiscal period.

8-K
8-K
2026-02-02

IBP filed an 8-K on February 2, 2026, likely to announce its financial results for the fourth quarter and full fiscal year 2025.

8-K
8-K
2026-01-22

IBP filed an 8-K on January 22, 2026, likely to announce its quarterly or annual financial results.

8-K
8-K
2026-01-07
8-K
8-K
2026-01-06
8-K
8-K
2025-11-24
10-Q
10-Q
2025-11-05

IBP filed its quarterly 10-Q report on November 5, 2025. While specific financial metrics were not provided in the excerpt, the filing includes a detailed section on risk factors under Item 1A.

8-K
8-K
2025-11-05
8-K
8-K
2025-10-29
8-K
8-K
2025-10-14
8-K
8-K
2025-10-10
8-K
8-K
2025-09-08
8-K
8-K
2025-08-20
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
HOLD
12 analysts
Evercore ISI Group
2026-04-13
Maintains
In-Line In-Line
Wells Fargo
2026-04-08
Maintains
Equal-Weight Equal-Weight
DA Davidson
2026-03-18
Maintains
Neutral Neutral
Wells Fargo
2026-02-27
Maintains
Equal-Weight Equal-Weight
RBC Capital
2026-02-27
Maintains
Underperform Underperform
Evercore ISI Group
2026-02-27
Maintains
In-Line In-Line
Benchmark
2026-02-11
down
Buy Hold
Wells Fargo
2026-02-11
Maintains
Equal-Weight Equal-Weight
Wells Fargo
2026-01-14
Maintains
Equal-Weight Equal-Weight
JP Morgan
2026-01-13
down
Neutral Underweight

Past News Coverage

Recent headlines mentioning IBP from our newsroom.

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