INSTALLED BUILDING PRODUCTS (IBP)
US45780R1014 - Common Stock
Taking everything into account, IBP scores 6 out of 10 in our fundamental rating. IBP was compared to 64 industry peers in the Household Durables industry. IBP gets an excellent profitability rating and is at the same time showing great financial health properties. IBP has a decent growth rate and is not valued too expensively. With these ratings, IBP could be worth investigating further for quality investing!.
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.
In the past 5 years IBP always reported a positive cash flow from operatings.
1.2 Ratios
With an excellent Return On Assets value of 12.28%, IBP belongs to the best of the industry, outperforming 88.71% of the companies in the same industry.
IBP has a Return On Equity of 35.53%. This is amongst the best in the industry. IBP outperforms 93.55% of its industry peers.
IBP has a better Return On Invested Capital (16.83%) than 90.32% of its industry peers.
The Average Return On Invested Capital over the past 3 years for IBP is above the industry average of 10.82%.
The last Return On Invested Capital (16.83%) for IBP is above the 3 year average (14.63%), which is a sign of increasing profitability.
| Industry Rank | Sector 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%
1.3 Margins
Looking at the Profit Margin, with a value of 8.74%, IBP is in the better half of the industry, outperforming 69.35% of the companies in the same industry.
In the last couple of years the Profit Margin of IBP has grown nicely.
IBP's Operating Margin of 13.35% is fine compared to the rest of the industry. IBP outperforms 79.03% of its industry peers.
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 69.35% of its industry peers.
In the last couple of years the Gross Margin of IBP has grown nicely.
| Industry Rank | Sector 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%
2. Health
2.1 Basic Checks
With a Return on Invested Capital (ROIC) well above the Cost of Capital (WACC), IBP is creating value.
IBP has more shares outstanding than it did 1 year ago.
The number of shares outstanding for IBP has been reduced compared to 5 years ago.
IBP has a better debt/assets ratio than last year.
2.2 Solvency
An Altman-Z score of 5.49 indicates that IBP is not in any danger for bankruptcy at the moment.
With an excellent Altman-Z score value of 5.49, IBP belongs to the best of the industry, outperforming 80.65% of the companies in the same industry.
IBP has a debt to FCF ratio of 3.22. This is a good value and a sign of high solvency as IBP would need 3.22 years to pay back of all of its debts.
IBP's Debt to FCF ratio of 3.22 is fine compared to the rest of the industry. IBP outperforms 66.13% 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.
With a Debt to Equity ratio value of 1.18, IBP is not doing good in the industry: 75.81% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.18 | ||
| Debt/FCF | 3.22 | ||
| Altman-Z | 5.49 |
ROIC/WACC1.88
WACC8.94%
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.
IBP has a Current ratio (2.99) which is comparable to the rest of the 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 better Quick ratio (2.50) than 91.94% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.99 | ||
| Quick Ratio | 2.5 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an nice 10.71% over the past year.
Measured over the past years, IBP shows a very strong growth in Earnings Per Share. The EPS has been growing by 30.95% on average per year.
The Revenue has been growing slightly by 6.10% in the past year.
IBP shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 15.77% yearly.
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 10.68% yearly.
The Revenue is expected to grow by 6.48% on average over the next years.
EPS Next Y9.76%
EPS Next 2Y8.5%
EPS Next 3Y10.68%
EPS Next 5YN/A
Revenue Next Year7.76%
Revenue Next 2Y6.74%
Revenue Next 3Y6.48%
Revenue Next 5YN/A
3.3 Evolution
Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past 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.
4. Valuation
4.1 Price/Earnings Ratio
With a Price/Earnings ratio of 18.55, IBP is valued on the expensive side.
The rest of the industry has a similar Price/Earnings ratio as IBP.
The average S&P500 Price/Earnings ratio is at 28.65. IBP is valued slightly cheaper when compared to this.
With a Price/Forward Earnings ratio of 16.95, IBP is valued correctly.
The rest of the industry has a similar Price/Forward Earnings ratio as IBP.
IBP's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 23.50.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 18.55 | ||
| Fwd PE | 16.95 |
4.2 Price Multiples
The rest of the industry has a similar Enterprise Value to EBITDA ratio as IBP.
IBP's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. IBP is cheaper than 62.90% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 21.1 | ||
| EV/EBITDA | 12.51 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
IBP has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)1.9
PEG (5Y)0.6
EPS Next 2Y8.5%
EPS Next 3Y10.68%
5. Dividend
5.1 Amount
IBP has a yearly dividend return of 0.67%, which is pretty low.
Compared to an average industry Dividend Yield of 2.47, IBP has a dividend in line with its industry peers.
With a Dividend Yield of 0.67, IBP pays less dividend than the S&P500 average, which is at 2.22.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.67% |
5.2 History
IBP has been paying a dividend for less than 5 years, so it still needs to build a 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
5.3 Sustainability
IBP pays out 33.12% of its income as dividend. This is a sustainable payout ratio.
DP33.12%
EPS Next 2Y8.5%
EPS Next 3Y10.68%
INSTALLED BUILDING PRODUCTS
NYSE:IBP (11/18/2024, 8:04:00 PM)
After market: 205.12 0 (0%)205.12
+5.1 (+2.55%)
Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryHousehold Durables
Earnings (Last)
Earnings (Next)
Inst Owners
Inst Owner Change
Ins Owners
Ins Owner Change
Market Cap5.77B
Analysts
Price Target
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.67% |
Dividend Growth(5Y)
DP
Div Incr Years
Div Non Decr Years
Ex-Date
Surprises & Revisions
EPS beat(2)
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PT rev (1m)
PT rev (3m)
EPS NQ rev (1m)
EPS NQ rev (3m)
EPS NY rev (1m)
EPS NY rev (3m)
Revenue NQ rev (1m)
Revenue NQ rev (3m)
Revenue NY rev (1m)
Revenue NY rev (3m)
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 18.55 | ||
| Fwd PE | 16.95 | ||
| P/S | |||
| P/FCF | |||
| P/OCF | |||
| P/B | |||
| P/tB | |||
| EV/EBITDA |
EPS(TTM)
EY
EPS(NY)
Fwd EY
FCF(TTM)
FCFY
OCF(TTM)
OCFY
SpS
BVpS
TBVpS
PEG (NY)1.9
PEG (5Y)0.6
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 12.28% | ||
| ROE | 35.53% | ||
| ROCE | |||
| ROIC | |||
| ROICexc | |||
| ROICexgc | |||
| OM | 13.35% | ||
| PM (TTM) | 8.74% | ||
| GM | 33.94% | ||
| FCFM |
ROA(3y)
ROA(5y)
ROE(3y)
ROE(5y)
ROIC(3y)
ROIC(5y)
ROICexc(3y)
ROICexc(5y)
ROICexgc(3y)
ROICexgc(5y)
ROCE(3y)
ROCE(5y)
ROICexcg growth 3Y
ROICexcg growth 5Y
ROICexc growth 3Y
ROICexc growth 5Y
OM growth 3Y
OM growth 5Y
PM growth 3Y
PM growth 5Y
GM growth 3Y
GM growth 5Y
F-Score
Asset Turnover1.4
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.18 | ||
| Debt/FCF | |||
| Debt/EBITDA | |||
| Cap/Depr | |||
| Cap/Sales | |||
| Interest Coverage | |||
| Cash Conversion | |||
| Profit Quality | |||
| Current Ratio | 2.99 | ||
| Quick Ratio | 2.5 | ||
| Altman-Z |
F-Score
WACC
ROIC/WACC
Cap/Depr(3y)
Cap/Depr(5y)
Cap/Sales(3y)
Cap/Sales(5y)
Profit Quality(3y)
Profit Quality(5y)
High Growth Momentum
Growth
EPS 1Y (TTM)10.71%
EPS 3Y33.3%
EPS 5Y
EPS Q2Q%
EPS Next Y9.76%
EPS Next 2Y
EPS Next 3Y
EPS Next 5Y
Revenue 1Y (TTM)6.1%
Revenue growth 3Y18.9%
Revenue growth 5Y
Sales Q2Q%
Revenue Next Year
Revenue Next 2Y
Revenue Next 3Y
Revenue Next 5Y
EBIT growth 1Y
EBIT growth 3Y
EBIT growth 5Y
EBIT Next Year
EBIT Next 3Y
EBIT Next 5Y
FCF growth 1Y
FCF growth 3Y
FCF growth 5Y
OCF growth 1Y
OCF growth 3Y
OCF growth 5Y