Installed Building Products (IBP)
Market Price (9/15/2025): $264.0 | Market Cap: $7.2 BilSector: Consumer Discretionary | Industry: Homebuilding
Installed Building Products (IBP)
Market Price (9/15/2025): $264.0Market Cap: $7.2 BilSector: Consumer DiscretionaryIndustry: Homebuilding
Investment Highlights
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12% | Trading close to highsDist 52W High is -4.1%, Dist 3Y High is -4.1% | |
Low stock price volatilityVol 12M is 48% |
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12% |
Low stock price volatilityVol 12M is 48% |
Trading close to highsDist 52W High is -4.1%, Dist 3Y High is -4.1% |
Market Valuation
9/15/25 | 2024 | 2023 | 2022 | 2021 | |
---|---|---|---|---|---|
Share Price CYE | $264.00 | $172.73 | $177.86 | $81.75 | $130.40 |
Market Cap CYE ($ Bil) | 7.2 | 4.8 | 5.0 | 2.3 | 3.8 |
Total Debt ($ Bil) | 1.0 | 1.0 | 1.0 | 0.9 | 0.9 |
Total Cash ($ Bil) | 0.3 | 0.3 | 0.4 | 0.2 | 0.3 |
Enterprise Value ($ Bil) | 7.9 | 5.8 | 6.0 | 3.2 | 4.7 |
Valuation Ratios | |||||
P/S TTM | 2.4 | 1.7 | 1.9 | 0.9 | 2.1 |
P/EBIT TTM | 19.4 | 12.8 | 13.9 | 7.1 | 21.8 |
P/E TTM | 28.9 | 19.1 | 21.1 | 11.0 | 34.5 |
Sector Ratios | |||||
P/S TTM (Sector) | 0.8 | 0.8 | 0.9 | 0.8 | 1.3 |
P/EBIT TTM (Sector) | 7.3 | 6.9 | 7.0 | 5.5 | 7.4 |
P/E TTM (Sector) | 9.6 | 8.1 | 8.9 | 7.3 | 9.2 |
9/15/25 | 2024 | 2023 | |
---|---|---|---|
Share Price CYE | $264.00 | $172.73 | $177.86 |
Market Cap CYE ($ Bil) | 7.2 | 4.8 | 5.0 |
Total Debt ($ Bil) | 1.0 | 1.0 | 1.0 |
Total Cash ($ Bil) | 0.3 | 0.3 | 0.4 |
Enterprise Value ($ Bil) | 7.9 | 5.8 | 6.0 |
Valuation Ratios | |||
P/S TTM | 2.4 | 1.7 | 1.9 |
P/EBIT TTM | 19.4 | 12.8 | 13.9 |
P/E TTM | 28.9 | 19.1 | 21.1 |
Sector Ratios | |||
P/S TTM (Sector) | 0.8 | 0.8 | 0.9 |
P/EBIT TTM (Sector) | 7.3 | 6.9 | 7.0 |
P/E TTM (Sector) | 9.6 | 8.1 | 8.9 |
Business Description
Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation, waterproofing, fire-stopping, fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors, and other products in the continental United States. The company 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.
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Price Returns Compared
Expand for Detailed View2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
---|---|---|---|---|---|---|---|
Returns | |||||||
IBP Return | 48% | 38% | -37% | 118% | -3% | 55% | 321% |
Peers Return | 13% | 66% | -12% | 52% | 13% | 10% | 214% |
S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 12% | 104% |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: VMI, TMHC, KBH, SKY, DHI. See IBP Returns vs. Peers.
[3] 2025 data is for the year up to 9/12/2025 (YTD)
Latest Trefis Analyses
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Installed Building Products
Financials
Median | |
---|---|
Name | |
Mkt Price | 126.28 |
Mkt Cap | 7.1 |
Rev LTM | 5,370 |
Op Inc LTM | 608 |
FCF LTM | 384 |
FCF 3Y Avg | 442 |
CFO LTM | 442 |
CFO 3Y Avg | 508 |
Growth & Margins
Median | |
---|---|
Name | |
Rev Chg LTM | 3.5% |
Rev Chg 3Y Avg | 2.7% |
Rev Chg Q | 0.5% |
QoQ Delta Rev Chg LTM | 0.1% |
Op Mgn LTM | 12.7% |
Op Mgn 3Y Avg | 12.5% |
QoQ Delta Op Mgn LTM | -0.1% |
CFO/Rev LTM | 8.7% |
CFO/Rev 3Y Avg | 9.5% |
FCF/Rev LTM | 7.6% |
FCF/Rev 3Y Avg | 8.1% |
Valuation
Median | |
---|---|
Name | |
Mkt Cap | 7.1 |
P/S | 1.6 |
P/EBIT | 12.7 |
P/E | 16.6 |
P/CFO | 18.5 |
Total Yield | 6.6% |
Dividend Yield | 0.4% |
FCF Yield 3Y Avg | 6.6% |
D/E | 0.1 |
Net D/E | 0.1 |
Returns
Median | |
---|---|
Name | |
1M Rtn | 2.3% |
3M Rtn | 23.9% |
6M Rtn | 16.6% |
12M Rtn | -3.1% |
3Y Rtn | 156.0% |
1M Excs Rtn | -1.4% |
3M Excs Rtn | 11.3% |
6M Excs Rtn | -0.5% |
12M Excs Rtn | -17.7% |
3Y Excs Rtn | 84.6% |
Comparison Analyses
Segment Financials
Revenue by Segment
$ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|
Installation | 2,606 | 2,514 | 1,942 | ||
Other revenue | 182 | 162 | 29 | ||
Elimination of inter-segment revenue | -9 | -6 | -2 | ||
Fireproofing/firestopping | 50 | 42 | |||
Garage doors | 94 | 90 | |||
Insulation | 1,058 | 970 | |||
Other building products | 102 | 101 | |||
Rain gutters | 63 | 50 | |||
Shower doors, shelving and mirrors | 117 | 106 | |||
Waterproofing | 123 | 112 | |||
Window blinds | 47 | 42 | |||
Total | 2,779 | 2,670 | 1,969 | 1,653 | 1,512 |
Returns Analyses
Earnings Returns History
Expand for MoreForward Returns | |||
---|---|---|---|
Earnings Date | 1D Returns | 5D Returns | 21D Returns |
8/7/2025 | 20.5% | 28.7% | 29.4% |
5/8/2025 | -0.9% | -0.6% | 0.7% |
2/27/2025 | -1.1% | 0.3% | 1.4% |
11/7/2024 | -4.6% | -8.8% | -5.9% |
8/1/2024 | -12.7% | -23.2% | -18.6% |
5/9/2024 | 2.1% | 0.6% | -9.4% |
2/22/2024 | 10.1% | 16.0% | 28.1% |
11/8/2023 | -1.5% | 12.9% | 30.8% |
... | |||
SUMMARY STATS | |||
# Positive | 11 | 13 | 12 |
# Negative | 13 | 11 | 12 |
Median Positive | 6.8% | 6.1% | 8.5% |
Median Negative | -1.7% | -7.2% | -9.3% |
Max Positive | 20.5% | 28.7% | 38.4% |
Max Negative | -12.7% | -23.2% | -32.4% |
SEC Filings
Expand for MoreReport Date | Filing |
---|---|
6302025 | 10-Q 6/30/2025 |
3312025 | 10-Q 3/31/2025 |
12312024 | 10-K 12/31/2024 |
9302024 | 10-Q 9/30/2024 |
6302024 | 10-Q 6/30/2024 |
3312024 | 10-Q 3/31/2024 |
12312023 | 10-K 12/31/2023 |
9302023 | 10-Q 9/30/2023 |
6302023 | 10-Q 6/30/2023 |
3312023 | 10-Q 3/31/2023 |
12312022 | 10-K 12/31/2022 |
9302022 | 10-Q 9/30/2022 |
6302022 | 10-Q 6/30/2022 |
3312022 | 10-Q 3/31/2022 |
12312021 | 10-K 12/31/2021 |
9302021 | 10-Q 9/30/2021 |
Insider Activity
Expand for MoreOwner | Title | Filing Date | Action | Price | Shares | TransactedValue | Value ofHeld Shares | Form | |
---|---|---|---|---|---|---|---|---|---|
0 | Wheeler Brad A | Chief Operating Officer | 8272025 | Sell | 275.29 | 3,186 | 877,074 | 2,404,933 | Form |
1 | Jackson Janet E. | 8262025 | Sell | 266.00 | 1,469 | 390,754 | 1,828,218 | Form | |
2 | HIRE WILLIAM JEFFREY | President of External Affairs | 8152025 | Sell | 266.20 | 1,134 | 301,875 | 11,543,932 | Form |
3 | FRY TODD R | Chief Accounting Officer | 8132025 | Sell | 257.27 | 500 | 128,635 | 1,755,096 | Form |
4 | Miller Michael Thomas | Executive VP & CFO | 5192025 | Buy | 162.99 | 400 | 65,196 | 3,905,892 | Form |
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