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INSTALLED BUILDING PRODUCTS (IBP) Stock Fundamental Analysis

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

200.59  -1.75 (-0.86%)

After market: 200.59 0 (0%)

Fundamental Rating

6

We assign a fundamental rating of 6 out of 10 to IBP. IBP was compared to 63 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 is valied quite expensively at the moment, while it does show a decent growth rate.


Dividend Valuation Growth Profitability Health

8

1. Profitability

1.1 Basic Checks

In the past year IBP was profitable.
In the past year IBP had a positive cash flow from operations.
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

IBP has a better Return On Assets (12.31%) than 90.48% of its industry peers.
With an excellent Return On Equity value of 37.24%, IBP belongs to the best of the industry, outperforming 96.83% of the companies in the same industry.
IBP has a Return On Invested Capital of 16.53%. This is amongst the best in the industry. IBP outperforms 92.06% of its industry peers.
IBP had an Average Return On Invested Capital over the past 3 years of 16.81%. This is significantly above the industry average of 10.55%.
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

IBP's Profit Margin of 8.39% is fine compared to the rest of the industry. IBP outperforms 66.67% of its industry peers.
IBP's Profit Margin has improved in the last couple of years.
IBP has a Operating Margin of 12.67%. This is in the better half of the industry: IBP outperforms 77.78% of its industry peers.
IBP's Operating Margin has improved in the last couple of years.
Looking at the Gross Margin, with a value of 33.54%, IBP is in the better half of the industry, outperforming 68.25% of the companies in the same industry.
In the last couple of years the Gross Margin of IBP has grown nicely.
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

With a Return on Invested Capital (ROIC) well above the Cost of Capital (WACC), IBP is creating value.
Compared to 1 year ago, IBP has less shares outstanding
IBP has less shares outstanding than it did 5 years ago.
IBP has a better debt/assets ratio than last year.
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 5.57 indicates that IBP is not in any danger for bankruptcy at the moment.
IBP has a better Altman-Z score (5.57) than 80.95% of its industry peers.
IBP has a debt to FCF ratio of 3.38. This is a good value and a sign of high solvency as IBP would need 3.38 years to pay back of all of its debts.
With a decent Debt to FCF ratio value of 3.38, IBP is doing good in the industry, outperforming 68.25% of the companies in the same industry.
IBP has a Debt/Equity ratio of 1.28. This is a high value indicating a heavy dependency on external financing.
The Debt to Equity ratio of IBP (1.28) is worse than 80.95% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.28
Debt/FCF 3.38
Altman-Z 5.57
ROIC/WACC1.94
WACC8.5%
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.
With a Current ratio value of 2.89, IBP perfoms like the industry average, outperforming 58.73% of the companies in the same industry.
A Quick Ratio of 2.31 indicates that IBP has no problem at all paying its short term obligations.
Looking at the Quick ratio, with a value of 2.31, IBP belongs to the top of the industry, outperforming 90.48% 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

The Earnings Per Share has been growing slightly by 2.17% over the past year.
IBP shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 27.81% yearly.
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.
IBP is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 1.54% yearly.
EPS Next Y-13.51%
EPS Next 2Y-3.1%
EPS Next 3Y0.26%
EPS Next 5YN/A
Revenue Next Year-2.85%
Revenue Next 2Y0.38%
Revenue Next 3Y1.54%
Revenue Next 5YN/A

3.3 Evolution

The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
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

3

4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 18.52, IBP is valued on the expensive side.
Compared to the rest of the industry, the Price/Earnings ratio of IBP is on the same level as its industry peers.
When comparing the Price/Earnings ratio of IBP to the average of the S&P500 Index (27.30), we can say IBP is valued slightly cheaper.
Based on the Price/Forward Earnings ratio of 19.04, the valuation of IBP can be described as rather expensive.
Based on the Price/Forward Earnings ratio, IBP is valued a bit more expensive than 63.49% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 21.76. IBP is around the same levels.
Industry RankSector Rank
PE 18.52
Fwd PE 19.04
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

IBP's Enterprise Value to EBITDA ratio is in line with the industry average.
60.32% of the companies in the same industry are more expensive than IBP, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 21.28
EV/EBITDA 12.99
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)0.67
EPS Next 2Y-3.1%
EPS Next 3Y0.26%

3

5. Dividend

5.1 Amount

IBP has a yearly dividend return of 0.73%, which is pretty low.
IBP's Dividend Yield is a higher than the industry average which is at 3.23.
Compared to an average S&P500 Dividend Yield of 2.35, IBP's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.73%

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-3.1%
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 (7/11/2025, 8:22:30 PM)

After market: 200.59 0 (0%)

200.59

-1.75 (-0.86%)

Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryHousehold Durables
Earnings (Last)05-08 2025-05-08/bmo
Earnings (Next)07-31 2025-07-31/bmo
Inst Owners98.27%
Inst Owner Change0.13%
Ins Owners2.08%
Ins Owner Change0.26%
Market Cap5.54B
Analysts68.75
Price Target192.32 (-4.12%)
Short Float %11.81%
Short Ratio6.75
Dividend
Industry RankSector Rank
Dividend Yield 0.73%
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)-4.86%
PT rev (3m)-7.07%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-10.2%
EPS NY rev (1m)-0.45%
EPS NY rev (3m)-10.45%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.9%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-2.23%
Valuation
Industry RankSector Rank
PE 18.52
Fwd PE 19.04
P/S 1.89
P/FCF 21.28
P/OCF 15.95
P/B 8.38
P/tB N/A
EV/EBITDA 12.99
EPS(TTM)10.83
EY5.4%
EPS(NY)10.54
Fwd EY5.25%
FCF(TTM)9.42
FCFY4.7%
OCF(TTM)12.57
OCFY6.27%
SpS106.2
BVpS23.93
TBVpS-1.51
PEG (NY)N/A
PEG (5Y)0.67
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 5.57
F-Score5
WACC8.5%
ROIC/WACC1.94
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-13.51%
EPS Next 2Y-3.1%
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 2Y0.38%
Revenue Next 3Y1.54%
Revenue Next 5YN/A
EBIT growth 1Y-2.72%
EBIT growth 3Y26.89%
EBIT growth 5Y25.87%
EBIT Next Year9.51%
EBIT Next 3Y6.63%
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%