Logo image of IBP

INSTALLED BUILDING PRODUCTS (IBP) Stock Fundamental Analysis

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

201.27  +5.27 (+2.69%)

After market: 201.27 0 (0%)

Fundamental Rating

6

Overall IBP gets a fundamental rating of 6 out of 10. We evaluated IBP against 67 industry peers in the Household Durables industry. Both the health and profitability get an excellent rating, making IBP a very profitable company, without any liquidiy or solvency issues. IBP is valied quite expensively at the moment, while it does show a decent growth rate. These ratings could make IBP a good candidate for quality investing.


Dividend Valuation Growth Profitability Health

Quickly go to:

9

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.
IBP had positive earnings in each of the past 5 years.
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 100M 200M 300M

1.2 Ratios

Looking at the Return On Assets, with a value of 12.28%, IBP belongs to the top of the industry, outperforming 89.23% of the companies in the same industry.
IBP's Return On Equity of 35.53% is amongst the best of the industry. IBP outperforms 93.85% of its industry peers.
IBP's Return On Invested Capital of 16.83% is amongst the best of the industry. IBP outperforms 89.23% of its industry peers.
IBP had an Average Return On Invested Capital over the past 3 years of 14.63%. This is above the industry average of 11.99%.
The 3 year average ROIC (14.63%) for IBP is below the current ROIC(16.83%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 12.28%
ROE 35.53%
ROIC 16.83%
ROA(3y)10.68%
ROA(5y)9.29%
ROE(3y)36.71%
ROE(5y)33.57%
ROIC(3y)14.63%
ROIC(5y)13.36%
IBP Yearly ROA, ROE, ROICIBP Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 10 20 30 40

1.3 Margins

IBP has a better Profit Margin (8.74%) than 70.77% of its industry peers.
IBP's Profit Margin has improved in the last couple of years.
Looking at the Operating Margin, with a value of 13.35%, IBP is in the better half of the industry, outperforming 78.46% of the companies in the same industry.
IBP's Operating Margin has improved in the last couple of years.
IBP has a Gross Margin of 33.94%. This is in the better half of the industry: IBP outperforms 69.23% of its industry peers.
IBP's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 13.35%
PM (TTM) 8.74%
GM 33.94%
OM growth 3Y10.25%
OM growth 5Y13.22%
PM growth 3Y14.26%
PM growth 5Y16.47%
GM growth 3Y2.78%
GM growth 5Y3.79%
IBP Yearly Profit, Operating, Gross MarginsIBP Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 10 20 30

More info and screens

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.
IBP has more shares outstanding than it did 1 year ago.
Compared to 5 years ago, IBP has less shares outstanding
Compared to 1 year ago, IBP has an improved debt to assets ratio.
IBP Yearly Shares OutstandingIBP Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 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 500M 1B 1.5B

2.2 Solvency

An Altman-Z score of 5.51 indicates that IBP is not in any danger for bankruptcy at the moment.
The Altman-Z score of IBP (5.51) is better than 81.54% of its industry peers.
The Debt to FCF ratio of IBP is 3.22, which is a good value as it means it would take IBP, 3.22 years of fcf income to pay off all of its debts.
IBP has a Debt to FCF ratio of 3.22. This is in the better half of the industry: IBP outperforms 64.62% of its industry peers.
IBP has a Debt/Equity ratio of 1.18. This is a high value indicating a heavy dependency on external financing.
IBP has a Debt to Equity ratio of 1.18. This is amonst the worse of the industry: IBP underperforms 80.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.18
Debt/FCF 3.22
Altman-Z 5.51
ROIC/WACC1.93
WACC8.71%
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 200M 400M 600M 800M

2.3 Liquidity

IBP has a Current Ratio of 2.99. This indicates that IBP is financially healthy and has no problem in meeting its short term obligations.
With a Current ratio value of 2.99, IBP perfoms like the industry average, outperforming 56.92% of the companies in the same industry.
IBP has a Quick Ratio of 2.50. This indicates that IBP is financially healthy and has no problem in meeting its short term obligations.
IBP has a Quick ratio of 2.50. This is amongst the best in the industry. IBP outperforms 92.31% of its industry peers.
Industry RankSector Rank
Current Ratio 2.99
Quick Ratio 2.5
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 200M 400M 600M 800M 1B

More info and screens

5

3. Growth

3.1 Past

The Earnings Per Share has grown by an nice 10.71% over the past year.
The Earnings Per Share has been growing by 30.95% on average over the past years. This is a very strong growth
The Revenue has been growing slightly by 6.10% in the past year.
Measured over the past years, IBP shows a quite strong growth in Revenue. The Revenue has been growing by 15.77% on average per year.
EPS 1Y (TTM)10.71%
EPS 3Y33.3%
EPS 5Y30.95%
EPS Q2Q%2.15%
Revenue 1Y (TTM)6.1%
Revenue growth 3Y18.9%
Revenue growth 5Y15.77%
Sales Q2Q%7.66%

3.2 Future

IBP is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 8.24% yearly.
The Revenue is expected to grow by 6.20% on average over the next years.
EPS Next Y8.69%
EPS Next 2Y6.57%
EPS Next 3Y8.24%
EPS Next 5YN/A
Revenue Next Year7.76%
Revenue Next 2Y5.86%
Revenue Next 3Y6.2%
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 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 2 4 6 8 10

More info and screens

3

4. Valuation

4.1 Price/Earnings Ratio

A Price/Earnings ratio of 18.20 indicates a rather expensive valuation of IBP.
IBP's Price/Earnings ratio is in line with the industry average.
Compared to an average S&P500 Price/Earnings ratio of 28.29, IBP is valued a bit cheaper.
With a Price/Forward Earnings ratio of 17.24, IBP is valued on the expensive side.
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 (24.44), we can say IBP is valued slightly cheaper.
Industry RankSector Rank
PE 18.2
Fwd PE 17.24
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.
The rest of the industry has a similar Price/Free Cash Flow ratio as IBP.
Industry RankSector Rank
P/FCF 20.71
EV/EBITDA 12.58
IBP Per share dataIBP EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80 100

4.3 Compensation for Growth

The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates IBP does not grow enough to justify the current Price/Earnings ratio.
IBP has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)2.1
PEG (5Y)0.59
EPS Next 2Y6.57%
EPS Next 3Y8.24%

More info and screens

3

5. Dividend

5.1 Amount

With a yearly dividend of 0.70%, IBP is not a good candidate for dividend investing.
IBP's Dividend Yield is a higher than the industry average which is at 2.90.
With a Dividend Yield of 0.70, IBP pays less dividend than the S&P500 average, which is at 2.28.
Industry RankSector Rank
Dividend Yield 0.7%

5.2 History

IBP has paid a dividend for less than 5 years, so there is no long track record yet.
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 0.5 1 1.5 2 2.5

5.3 Sustainability

IBP pays out 33.12% of its income as dividend. This is a sustainable payout ratio.
DP33.12%
EPS Next 2Y6.57%
EPS Next 3Y8.24%
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 50M 100M 150M 200M 250M
IBP Dividend Payout.IBP Dividend Payout, showing the Payout Ratio.IBP Dividend Payout.PayoutRetained Earnings

More info and screens

INSTALLED BUILDING PRODUCTS

NYSE:IBP (1/21/2025, 8:06:41 PM)

After market: 201.27 0 (0%)

201.27

+5.27 (+2.69%)

Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryHousehold Durables
Earnings (Last)11-07 2024-11-07/bmo
Earnings (Next)02-20 2025-02-20/amc
Inst Owners92.41%
Inst Owner Change-0.13%
Ins Owners1.95%
Ins Owner Change0%
Market Cap5.66B
Analysts70
Price Target249.72 (24.07%)
Short Float %5.36%
Short Ratio4.33
Dividend
Industry RankSector Rank
Dividend Yield 0.7%
Yearly Dividend2.23
Dividend Growth(5Y)N/A
DP33.12%
Div Incr Years3
Div Non Decr Years3
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-1.4%
Min EPS beat(2)-6.52%
Max EPS beat(2)3.71%
EPS beat(4)3
Avg EPS beat(4)3.16%
Min EPS beat(4)-6.52%
Max EPS beat(4)9.99%
EPS beat(8)7
Avg EPS beat(8)7.19%
EPS beat(12)10
Avg EPS beat(12)10.08%
EPS beat(16)11
Avg EPS beat(16)6.45%
Revenue beat(2)0
Avg Revenue beat(2)-1.51%
Min Revenue beat(2)-2.04%
Max Revenue beat(2)-0.98%
Revenue beat(4)1
Avg Revenue beat(4)0.38%
Min Revenue beat(4)-2.04%
Max Revenue beat(4)4.56%
Revenue beat(8)3
Avg Revenue beat(8)0.19%
Revenue beat(12)7
Avg Revenue beat(12)2.17%
Revenue beat(16)8
Avg Revenue beat(16)1.29%
PT rev (1m)0%
PT rev (3m)-3.69%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-12.65%
EPS NY rev (1m)0%
EPS NY rev (3m)-4.72%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-5.71%
Revenue NY rev (1m)0.13%
Revenue NY rev (3m)-0.4%
Valuation
Industry RankSector Rank
PE 18.2
Fwd PE 17.24
P/S 1.95
P/FCF 20.71
P/OCF 15.96
P/B 7.91
P/tB 124.48
EV/EBITDA 12.58
EPS(TTM)11.06
EY5.5%
EPS(NY)11.67
Fwd EY5.8%
FCF(TTM)9.72
FCFY4.83%
OCF(TTM)12.61
OCFY6.27%
SpS103.48
BVpS25.46
TBVpS1.62
PEG (NY)2.1
PEG (5Y)0.59
Profitability
Industry RankSector Rank
ROA 12.28%
ROE 35.53%
ROCE 22.92%
ROIC 16.83%
ROICexc 22.13%
ROICexgc 46.12%
OM 13.35%
PM (TTM) 8.74%
GM 33.94%
FCFM 9.39%
ROA(3y)10.68%
ROA(5y)9.29%
ROE(3y)36.71%
ROE(5y)33.57%
ROIC(3y)14.63%
ROIC(5y)13.36%
ROICexc(3y)18.54%
ROICexc(5y)17.19%
ROICexgc(3y)41.02%
ROICexgc(5y)37.56%
ROCE(3y)19.92%
ROCE(5y)18.2%
ROICexcg growth 3Y8.72%
ROICexcg growth 5Y8.87%
ROICexc growth 3Y9.1%
ROICexc growth 5Y11.35%
OM growth 3Y10.25%
OM growth 5Y13.22%
PM growth 3Y14.26%
PM growth 5Y16.47%
GM growth 3Y2.78%
GM growth 5Y3.79%
F-Score6
Asset Turnover1.4
Health
Industry RankSector Rank
Debt/Equity 1.18
Debt/FCF 3.22
Debt/EBITDA 1.74
Cap/Depr 82.14%
Cap/Sales 2.8%
Interest Coverage 9
Cash Conversion 72.76%
Profit Quality 107.45%
Current Ratio 2.99
Quick Ratio 2.5
Altman-Z 5.51
F-Score6
WACC8.71%
ROIC/WACC1.93
Cap/Depr(3y)53.2%
Cap/Depr(5y)57.38%
Cap/Sales(3y)1.93%
Cap/Sales(5y)2.23%
Profit Quality(3y)101.19%
Profit Quality(5y)112.38%
High Growth Momentum
Growth
EPS 1Y (TTM)10.71%
EPS 3Y33.3%
EPS 5Y30.95%
EPS Q2Q%2.15%
EPS Next Y8.69%
EPS Next 2Y6.57%
EPS Next 3Y8.24%
EPS Next 5YN/A
Revenue 1Y (TTM)6.1%
Revenue growth 3Y18.9%
Revenue growth 5Y15.77%
Sales Q2Q%7.66%
Revenue Next Year7.76%
Revenue Next 2Y5.86%
Revenue Next 3Y6.2%
Revenue Next 5YN/A
EBIT growth 1Y7.7%
EBIT growth 3Y31.09%
EBIT growth 5Y31.07%
EBIT Next Year30.52%
EBIT Next 3Y13.46%
EBIT Next 5YN/A
FCF growth 1Y55.22%
FCF growth 3Y23.7%
FCF growth 5Y35.32%
OCF growth 1Y60.95%
OCF growth 3Y23.46%
OCF growth 5Y28.63%