Installed Building Products, Inc.

IBP Consumer Cyclical Residential Construction

Installed Building Products, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $3.0 billion, up 1.00% from fiscal 2024. In the quarter to June 2026, revenue grew 2.30%, EPS fell 3.56%, free cash flow fell 31.0% and total debt rose 21.4%, each against the same quarter a year earlier. Revenue growth for ten consecutive years; insiders bought in the last twelve months.

185.43 2.51 −1.34%
Market cap
$5.0B
P/E
19.9×
Fwd P/E
23.8×
Dividend yield
0.62%
F-score
8/9
Altman Z
6.28
Beneish M
−2.70
Dividend safety
76/100

Insider Decisions trades per month

Total buys 1.04
Total sells 128.09
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — 4 1 — — — —
Sell 2 — — — 2 — — — — — 1 —
Insider Ownership 14.14%

Capital & Financial Ratios $m

Market Cap 5,000.00
Revenue 2,964.00
Net Income 250.70
Free Cash Flow 294.00
Net Debt 674.10
Current Ratio 2.98 (at or above 1.5: strong)
Debt/Equity 1.67
P/E ratio 19.85
Fwd P/E 23.80
P/S ratio 1.67
P/B ratio 7.72 (above 6: high)
Past 5Y EPS Growth 24.32% (at or above 15%: strong)
This Y EPS Growth (9.42%) (below 0%: weak)
Next Y EPS Growth 5.09%
Next Y revenue growth 0.78%
Next 5Y EPS Growth 3.11%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 21.12%
10-year low 10-year high
P/S against its own 10 years 55.25%
10-year low 10-year high
P/B against its own 10 years 35.60%
10-year low 10-year high
EV/Sales against its own 10 years 55.07%
10-year low 10-year high
EV/FCF against its own 10 years 13.31%
10-year low 10-year high

Dividends

Payout Ratio 0.12
Annual Dividend Rate 1.15
Annual Dividend Yield 0.62%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 3.38
1.80
0.39
0.39
2025 3.19
1.70
0.37
0.37
0.37
2024 1.05
1.60
0.35
0.35
0.35
2023 1.32
0.33
0.33
0.33
0.33
2022 2.16
1.22
0.32
0.32
0.32
2021 1.20
0.30
0.30
0.30
0.30
2020 Powerpack
2019 Powerpack
2018 Powerpack
2017 Powerpack
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 387 328 322 395
Receivables 423 434 444 470
Inventory 163 195 203 224
Other — — — —
1,070 1,055 1,043 1,156
2023 2024 2025 Q'26
Payables 159 147 119 152
ST’ Debt 32 32 37 35
Other 65 77 79 89
346 359 344 387

Compound Annual Growth %

10y 5y 3y
Sales 16.19% 12.44% 3.63%
Cash Flow 26.81% 15.49% 10.15%
Earnings 25.90% 22.24% 5.91%
Book Value 20.02% 17.34% 12.89%

Revenue $m

Mar Jun Sep Dec Year
’26 661 778 — — —
’25 685 760 778 748 2,971
’24 693 738 761 750 2,941
’23 659 692 707 721 2,779
’22 587 677 719 686 2,670
’21 437 488 510 534 1,969
’20 397 394 420 441 1,653
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 102 69 — — —
’25 92 90 124 65 371
’24 85 79 101 75 340
’23 74 64 112 90 340
’22 48 51 99 79 278
’21 38 46 33 22 138
’20 36 70 38 37 181
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 86 52 — — —
’25 72 76 106 50 304
’24 64 59 78 53 254
’23 60 52 94 76 281
’22 38 38 89 69 234
’21 27 37 27 13 104
’20 26 63 30 29 148
Fiscal quarters ending in the months shown.

EPS $

Mar Jun Sep Dec Year
’26 1.29 2.43 — — —
’25 1.64 2.52 2.74 2.83 9.71
’24 1.97 2.30 2.44 2.39 9.10
’23 1.74 2.18 2.40 2.29 8.61
’22 1.14 2.07 2.13 2.42 7.74
’21 0.58 1.26 1.18 0.99 4.01
’20 0.53 0.86 0.95 0.94 3.27
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.8
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 17.60 40.00 29.24 32.79 29.02 99.36 69.44 86.20 168.08 150.83

Analyst estimates 2026–2028

Powerpack
High 44.30 79.40 78.15 76.60 121.67 141.43 140.72 189.07 281.04 293.53
People
People Employees 5,292 6,900 7,700 8,500 8,950 9,500 10,300 10,600 10,800 10,400
Revenue/emp, $m 0.16 0.16 0.17 0.18 0.18 0.21 0.26 0.26 0.27 0.29
Income, $m
Income, $m Revenue 863 1,133 1,336 1,512 1,653 1,969 2,670 2,779 2,941 2,971
Gross margin, % 29.25 28.60 27.80 28.77 30.85 29.94 31.01 33.50 33.81 33.97
EBT 60 56 72 93 131 156 303 333 346 357
EBT margin, % 6.91 4.93 5.40 6.13 7.93 7.90 11.36 11.99 11.78 12.02
Net income 38 41 55 68 97 119 223 244 257 265
Depreciation 35 56 60 80 89 104 120 128 136 146
Per share, $
Per share, $ Revenue 27.57 35.81 42.96 50.81 56.03 67.04 93.00 98.66 104.93 109.21
Earnings 1.23 1.30 1.76 2.29 3.30 4.04 7.78 8.65 9.16 9.76
Cash flow 2.34 2.17 3.11 4.14 6.13 4.71 9.68 12.08 12.13 13.65
Capex (0.84) (0.97) (1.07) (1.66) (1.10) (1.17) (1.52) (2.09) (3.06) (2.50)
Free cash flow 1.50 1.20 2.04 2.48 5.03 3.54 8.16 9.99 9.07 11.16
Book value 4.92 6.65 5.87 8.40 10.82 14.19 17.19 23.80 25.16 26.10
Shares, m 31 32 31 30 30 29 29 28 28 27
Valuation, ×
Valuation, × P/E 33.86 58.27 19.14 30.07 30.89 34.50 11.25 20.86 19.13 26.52
P/S 1.51 2.12 0.78 1.36 1.82 2.08 0.94 1.83 1.67 2.38
P/B 8.47 11.38 5.74 8.20 9.42 9.84 5.11 0.00 6.96 9.94
EV/Sales 1.68 2.35 1.05 1.59 2.02 2.35 1.18 2.01 1.86 2.57
EV/FCF 30.87 69.84 22.19 32.66 22.53 44.58 13.48 19.82 21.49 25.12
Cash, $m
Cash, $m Operating cash flow 73 69 97 123 181 138 278 340 340 371
Capex (26) (31) (33) (49) (32) (34) (44) (59) (86) (68)
Free cash flow 47 38 63 74 148 104 234 281 254 304
Balance, $m
Balance, $m Working capital 62 195 230 368 387 552 556 724 696 698
Total debt 160 354 459 573 568 866 868 874 880 891
Net debt 145 261 358 357 336 533 638 487 553 569
Shareholders’ equity 154 211 182 250 319 417 494 670 705 710
Returns, %
Returns, % ROA 9.20 6.85 6.96 7.05 8.50 8.36 13.02 12.96 12.70 12.86
ROIC 13.79 9.83 10.78 12.48 15.44 12.37 19.08 19.93 19.00 18.89
ROE 28.63 22.57 27.86 31.52 34.17 32.28 49.08 103.70 75.27 37.51
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

Installed Building Products, Inc. vs peers in Residential Construction (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
NVR NVR, Inc. $15.8B 14.6× 17.0× −10.48% (below 0%: shrinking) −23.46% (below 0%: shrinking) −682.68% (below 0%: shrinking) 20.85% 14.17% Compare
TOL Toll Brothers Inc. $12.3B 10.7× 10.8× −9.72% (below 0%: shrinking) −20.74% (below 0%: shrinking) −36.31% (below 0%: shrinking) 23.52% 13.51% Compare
IBP Installed Building Products, Inc. $5.0B 19.9× 23.8× +2.30% (above 0%: growing) −3.56% (below 0%: shrinking) −30.95% (below 0%: shrinking) 33.29% 12.16%
SKY Champion Homes, Inc. $4.3B 22.7× 22.0× +1.27% (above 0%: growing) −21.24% (below 0%: shrinking) −4.47% (below 0%: shrinking) 25.24% 8.49% Compare
CVCO Cavco Industries, Inc. $4.1B 22.3× 22.8× +9.54% (above 0%: growing) −15.56% (below 0%: shrinking) +5.65% (above 0%: growing) 22.07% 8.65% Compare
MTH Meritage Homes Corporation $3.9B 12.3× 13.6× −13.77% (below 0%: shrinking) −33.01% (below 0%: shrinking) +2,516.98% (above 0%: growing) 18.60% 8.19% Compare
MHO M/I Homes, Inc. $3.2B 10.3× 10.9× −8.54% (below 0%: shrinking) −31.86% (below 0%: shrinking) −11.50% (below 0%: shrinking) 22.15% 9.53% Compare
GRBK Green Brick Partners, Inc. $2.7B 9.2× 12.0× −8.70% (below 0%: shrinking) −8.06% (below 0%: shrinking) −113.25% (below 0%: shrinking) 31.90% 19.54% Compare
KBH KB Home $2.7B 12.0× 16.2× −19.96% (below 0%: shrinking) −35.34% (below 0%: shrinking) −178.04% (below 0%: shrinking) 5.54% 5.54% Compare
Median of peers $4.0B 12.1× 14.9× −9.21% −22.35% −23.90% 22.11% 9.09%

All 19 Residential Construction stocks →

Installed Building Products, Inc. (IBP) key facts

  • Strength: Installed Building Products, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $3.0 billion, up 1.00% from fiscal 2024.
  • Strength: Net income was $265.4 million, or $9.76 per share (basic), a net margin of 8.93%.
  • Installed Building Products, Inc. (IBP) is a Residential Construction company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, IBP traded at $185.43, a market capitalization of $5.0 billion.
  • At that price the stock trades at 19.9× trailing-twelve-month earnings and 1.7× sales; its P/E is higher than 21% of its own readings over the past ten years.
  • Installed Building Products, Inc. pays an annual dividend of $1.15 per share, a yield of 0.62%, with a payout ratio of 12.4%.
  • Return on equity was 37.5% and debt-to-equity 1.67.
  • Its Piotroski F-score is 8 out of 9 and its Altman Z-score is 6.28 (safe zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Installed Building Products, Inc. (IBP) Latest News

stockrow.com/IBP · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com