Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
IBP
HoldFallen FavouriteInstalled Building Products, Inc. · Consumer Cyclical · United States · $6.5B · Avg Vol: $65M/d
COMPANY DESCRIPTION
Installed Building Products, Inc. is a U.S. installer of insulation and other building products for residential and commercial construction projects. The company operates through a decentralized business model, acquiring local installers and integrating them into its national network. This strategy provides economies of scale and a broad geographic reach, establishing it as one of the largest and most diversified installers in the new construction market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.7B | 2.8B | 2.9B | 3.0B | 3.6% | 3.0B | 3.0B | 3.1B | 2.3% |
| EPS | 7.78 | 8.65 | 9.16 | 9.76 | 7.9% | 9.27 | 8.91 | 9.72 | -0.2% |
| Shares | 28.3M | 28.4M | 27.8M | 27.0M | -4.7% | 26.6M | — | — | — |
| Debt | 946.0M | 954.8M | 978.3M | 991.7M | 1.6% | 1.2B | — | — | — |
| Equity | 493.5M | 670.3M | 705.3M | 709.9M | 12.9% | — | — | — | — |
| Op CF | 277.9M | 340.2M | 340.0M | 371.4M | 10.1% | 360.0M | — | — | — |
| Inv CF | -158.7M | -103.4M | -159.1M | -112.0M | — | — | — | — | — |
| Fin CF | -223.1M | -79.9M | -239.8M | -265.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of IBP are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| IBP | Installed Building Products, Inc.(you) | $6.5B | 41 | Hold |
| MTH | Meritage Homes Corporation | $4.6B | 47 | Hold |
| KBH | KB Home | $3.4B | 48 | Hold |
| CVCO | Cavco Industries, Inc. | $4.4B | 54 | Hold |
| LEN-B | Lennar Corporation | $20.5B | 38 | Hold |
| MHO | M/I Homes, Inc. | $3.8B | 64 | Hold |
| LGIH | LGI Homes, Inc. | $1.3B | 39 | Hold |
| NVR | NVR, Inc. | $17.1B | 57 | Hold |
| TOL | Toll Brothers, Inc. | $13.5B | 64 | Hold |
| SKY | Champion Homes, Inc. | $4.9B | 74 | Buy |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.7%