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INSTALLED BUILDING PRODUCTS (IBP) Stock Fundamental Analysis

NYSE:IBP - New York Stock Exchange, Inc. - US45780R1014 - Common Stock - Currency: USD

156.21  +0.83 (+0.53%)

Fundamental Rating

6

Overall IBP gets a fundamental rating of 6 out of 10. We evaluated IBP against 64 industry peers in the Household Durables industry. IBP scores excellent points on both the profitability and health parts. This is a solid base for a good stock. IBP has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

8

1. Profitability

1.1 Basic Checks

IBP had positive earnings in the past year.
IBP had a positive operating cash flow in the past year.
In the past 5 years IBP has always been profitable.
IBP had a positive operating cash flow in each of the past 5 years.
IBP Yearly Net Income VS EBIT VS OCF VS FCFIBP Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M

1.2 Ratios

With an excellent Return On Assets value of 12.31%, IBP belongs to the best of the industry, outperforming 89.06% of the companies in the same industry.
Looking at the Return On Equity, with a value of 37.24%, IBP belongs to the top of the industry, outperforming 93.75% of the companies in the same industry.
IBP's Return On Invested Capital of 16.53% is amongst the best of the industry. IBP outperforms 87.50% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for IBP is above the industry average of 11.93%.
Industry RankSector Rank
ROA 12.31%
ROE 37.24%
ROIC 16.53%
ROA(3y)12.44%
ROA(5y)10.54%
ROE(3y)39.34%
ROE(5y)35.39%
ROIC(3y)16.81%
ROIC(5y)14.72%
IBP Yearly ROA, ROE, ROICIBP Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30 40

1.3 Margins

With a decent Profit Margin value of 8.39%, IBP is doing good in the industry, outperforming 65.63% of the companies in the same industry.
IBP's Profit Margin has improved in the last couple of years.
IBP has a better Operating Margin (12.67%) than 73.44% of its industry peers.
In the last couple of years the Operating Margin of IBP has grown nicely.
IBP's Gross Margin of 33.54% is fine compared to the rest of the industry. IBP outperforms 67.19% of its industry peers.
IBP's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 12.67%
PM (TTM) 8.39%
GM 33.54%
OM growth 3Y10.99%
OM growth 5Y10.18%
PM growth 3Y13.07%
PM growth 5Y14.1%
GM growth 3Y4.13%
GM growth 5Y3.29%
IBP Yearly Profit, Operating, Gross MarginsIBP Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30

7

2. Health

2.1 Basic Checks

IBP has a Return on Invested Capital (ROIC), which is well above the Cost of Capital (WACC), which means it is creating value.
Compared to 1 year ago, IBP has less shares outstanding
The number of shares outstanding for IBP has been reduced compared to 5 years ago.
The debt/assets ratio for IBP has been reduced compared to a year ago.
IBP Yearly Shares OutstandingIBP Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M
IBP Yearly Total Debt VS Total AssetsIBP Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B 1.5B 2B

2.2 Solvency

An Altman-Z score of 4.99 indicates that IBP is not in any danger for bankruptcy at the moment.
IBP has a Altman-Z score of 4.99. This is amongst the best in the industry. IBP outperforms 81.25% of its industry peers.
The Debt to FCF ratio of IBP is 3.38, which is a good value as it means it would take IBP, 3.38 years of fcf income to pay off all of its debts.
The Debt to FCF ratio of IBP (3.38) is better than 62.50% of its industry peers.
A Debt/Equity ratio of 1.28 is on the high side and indicates that IBP has dependencies on debt financing.
With a Debt to Equity ratio value of 1.28, IBP is not doing good in the industry: 82.81% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 1.28
Debt/FCF 3.38
Altman-Z 4.99
ROIC/WACC1.85
WACC8.95%
IBP Yearly LT Debt VS Equity VS FCFIBP Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M

2.3 Liquidity

IBP has a Current Ratio of 2.89. This indicates that IBP is financially healthy and has no problem in meeting its short term obligations.
The Current ratio of IBP (2.89) is comparable to the rest of the industry.
A Quick Ratio of 2.31 indicates that IBP has no problem at all paying its short term obligations.
With an excellent Quick ratio value of 2.31, IBP belongs to the best of the industry, outperforming 92.19% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 2.89
Quick Ratio 2.31
IBP Yearly Current Assets VS Current LiabilitesIBP Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B

4

3. Growth

3.1 Past

IBP shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 2.17%.
The Earnings Per Share has been growing by 27.81% on average over the past years. This is a very strong growth
The Revenue has been growing slightly by 4.30% in the past year.
IBP shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 14.24% yearly.
EPS 1Y (TTM)2.17%
EPS 3Y27.6%
EPS 5Y27.81%
EPS Q2Q%-15.79%
Revenue 1Y (TTM)4.3%
Revenue growth 3Y14.32%
Revenue growth 5Y14.24%
Sales Q2Q%-1.17%

3.2 Future

IBP is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 0.26% yearly.
Based on estimates for the next years, IBP will show a small growth in Revenue. The Revenue will grow by 1.54% on average per year.
EPS Next Y-13.12%
EPS Next 2Y-2.63%
EPS Next 3Y0.26%
EPS Next 5YN/A
Revenue Next Year-2.85%
Revenue Next 2Y0.32%
Revenue Next 3Y1.54%
Revenue Next 5YN/A

3.3 Evolution

When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
IBP Yearly Revenue VS EstimatesIBP Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 1B 2B 3B
IBP Yearly EPS VS EstimatesIBP Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2 4 6 8 10

4

4. Valuation

4.1 Price/Earnings Ratio

IBP is valuated correctly with a Price/Earnings ratio of 14.42.
IBP's Price/Earnings ratio is in line with the industry average.
Compared to an average S&P500 Price/Earnings ratio of 25.91, IBP is valued a bit cheaper.
IBP is valuated correctly with a Price/Forward Earnings ratio of 14.69.
Compared to the rest of the industry, the Price/Forward Earnings ratio of IBP is on the same level as its industry peers.
When comparing the Price/Forward Earnings ratio of IBP to the average of the S&P500 Index (21.85), we can say IBP is valued slightly cheaper.
Industry RankSector Rank
PE 14.42
Fwd PE 14.69
IBP Price Earnings VS Forward Price EarningsIBP Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

The rest of the industry has a similar Enterprise Value to EBITDA ratio as IBP.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of IBP is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 16.57
EV/EBITDA 10.26
IBP Per share dataIBP EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40 60 80 100

4.3 Compensation for Growth

The excellent profitability rating of IBP may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)0.52
EPS Next 2Y-2.63%
EPS Next 3Y0.26%

3

5. Dividend

5.1 Amount

IBP has a yearly dividend return of 0.91%, which is pretty low.
IBP's Dividend Yield is a higher than the industry average which is at 3.47.
With a Dividend Yield of 0.91, IBP pays less dividend than the S&P500 average, which is at 2.36.
Industry RankSector Rank
Dividend Yield 0.91%

5.2 History

IBP has been paying a dividend for over 5 years, so it has already some track record.
IBP has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)N/A
Div Incr Years3
Div Non Decr Years3
IBP Yearly Dividends per shareIBP Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 2025 0.5 1 1.5 2 2.5

5.3 Sustainability

35.19% of the earnings are spent on dividend by IBP. This is a low number and sustainable payout ratio.
DP35.19%
EPS Next 2Y-2.63%
EPS Next 3Y0.26%
IBP Yearly Income VS Free CF VS DividendIBP Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M 200M 250M
IBP Dividend Payout.IBP Dividend Payout, showing the Payout Ratio.IBP Dividend Payout.PayoutRetained Earnings

INSTALLED BUILDING PRODUCTS

NYSE:IBP (5/23/2025, 11:47:50 AM)

156.21

+0.83 (+0.53%)

Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryHousehold Durables
Earnings (Last)05-08 2025-05-08/bmo
Earnings (Next)07-30 2025-07-30/bmo
Inst Owners93.08%
Inst Owner Change3.01%
Ins Owners1.97%
Ins Owner Change0.16%
Market Cap4.31B
Analysts68.75
Price Target202.15 (29.41%)
Short Float %9.67%
Short Ratio5.47
Dividend
Industry RankSector Rank
Dividend Yield 0.91%
Yearly Dividend3.02
Dividend Growth(5Y)N/A
DP35.19%
Div Incr Years3
Div Non Decr Years3
Ex-Date06-13 2025-06-13 (0.37)
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-3.02%
Min EPS beat(2)-5.94%
Max EPS beat(2)-0.1%
EPS beat(4)1
Avg EPS beat(4)-2.21%
Min EPS beat(4)-6.52%
Max EPS beat(4)3.71%
EPS beat(8)5
Avg EPS beat(8)4.72%
EPS beat(12)9
Avg EPS beat(12)7.19%
EPS beat(16)11
Avg EPS beat(16)7.04%
Revenue beat(2)0
Avg Revenue beat(2)-1.41%
Min Revenue beat(2)-2.64%
Max Revenue beat(2)-0.18%
Revenue beat(4)0
Avg Revenue beat(4)-1.46%
Min Revenue beat(4)-2.64%
Max Revenue beat(4)-0.18%
Revenue beat(8)2
Avg Revenue beat(8)0.14%
Revenue beat(12)5
Avg Revenue beat(12)1.2%
Revenue beat(16)8
Avg Revenue beat(16)1.44%
PT rev (1m)-2.33%
PT rev (3m)-16.54%
EPS NQ rev (1m)-8.17%
EPS NQ rev (3m)-13.47%
EPS NY rev (1m)-7.54%
EPS NY rev (3m)-15.94%
Revenue NQ rev (1m)-1.46%
Revenue NQ rev (3m)-5.04%
Revenue NY rev (1m)-1.83%
Revenue NY rev (3m)-6.39%
Valuation
Industry RankSector Rank
PE 14.42
Fwd PE 14.69
P/S 1.47
P/FCF 16.57
P/OCF 12.42
P/B 6.53
P/tB N/A
EV/EBITDA 10.26
EPS(TTM)10.83
EY6.93%
EPS(NY)10.64
Fwd EY6.81%
FCF(TTM)9.43
FCFY6.04%
OCF(TTM)12.58
OCFY8.05%
SpS106.24
BVpS23.94
TBVpS-1.51
PEG (NY)N/A
PEG (5Y)0.52
Profitability
Industry RankSector Rank
ROA 12.31%
ROE 37.24%
ROCE 22.45%
ROIC 16.53%
ROICexc 20.17%
ROICexgc 41.86%
OM 12.67%
PM (TTM) 8.39%
GM 33.54%
FCFM 8.87%
ROA(3y)12.44%
ROA(5y)10.54%
ROE(3y)39.34%
ROE(5y)35.39%
ROIC(3y)16.81%
ROIC(5y)14.72%
ROICexc(3y)20.93%
ROICexc(5y)18.7%
ROICexgc(3y)44.39%
ROICexgc(5y)40.56%
ROCE(3y)22.83%
ROCE(5y)20%
ROICexcg growth 3Y9.03%
ROICexcg growth 5Y8.59%
ROICexc growth 3Y14.62%
ROICexc growth 5Y9.03%
OM growth 3Y10.99%
OM growth 5Y10.18%
PM growth 3Y13.07%
PM growth 5Y14.1%
GM growth 3Y4.13%
GM growth 5Y3.29%
F-Score5
Asset Turnover1.47
Health
Industry RankSector Rank
Debt/Equity 1.28
Debt/FCF 3.38
Debt/EBITDA 1.78
Cap/Depr 84.06%
Cap/Sales 2.97%
Interest Coverage 8.66
Cash Conversion 73.12%
Profit Quality 105.77%
Current Ratio 2.89
Quick Ratio 2.31
Altman-Z 4.99
F-Score5
WACC8.95%
ROIC/WACC1.85
Cap/Depr(3y)66.99%
Cap/Depr(5y)58.99%
Cap/Sales(3y)2.31%
Cap/Sales(5y)2.17%
Profit Quality(3y)105.43%
Profit Quality(5y)110.6%
High Growth Momentum
Growth
EPS 1Y (TTM)2.17%
EPS 3Y27.6%
EPS 5Y27.81%
EPS Q2Q%-15.79%
EPS Next Y-13.12%
EPS Next 2Y-2.63%
EPS Next 3Y0.26%
EPS Next 5YN/A
Revenue 1Y (TTM)4.3%
Revenue growth 3Y14.32%
Revenue growth 5Y14.24%
Sales Q2Q%-1.17%
Revenue Next Year-2.85%
Revenue Next 2Y0.32%
Revenue Next 3Y1.54%
Revenue Next 5YN/A
EBIT growth 1Y-2.72%
EBIT growth 3Y26.89%
EBIT growth 5Y25.87%
EBIT Next Year19.2%
EBIT Next 3Y10.8%
EBIT Next 5YN/A
FCF growth 1Y2.72%
FCF growth 3Y35.39%
FCF growth 5Y28.09%
OCF growth 1Y14.43%
OCF growth 3Y34.96%
OCF growth 5Y22.53%