📊 IBP Key Takeaways
Is Installed Building Products, Inc. (IBP) a Good Investment?
IBP demonstrates exceptional financial health with 37.4% ROE, strong free cash flow generation of $300.8M, and excellent liquidity (3.03x current ratio), positioning it as a fundamentally sound business with superior capital efficiency. However, anemic 1% revenue growth and cyclical exposure to residential construction warrant caution despite robust profitability margins and debt management capabilities.
Installed Building Products demonstrates resilient profitability and strong cash generation, with 13% operating margin, 8.9% net margin, and a 10.1% FCF margin supported by robust liquidity and 19.2x interest coverage. Although revenue growth is modest (+1% YoY), margin discipline and low capex sustain EPS growth and balance sheet flexibility despite moderate leverage.
Why Buy Installed Building Products, Inc. Stock? IBP Key Strengths
- Outstanding return on equity (37.4%) and ROA (12.8%) indicate superior capital allocation and operational efficiency
- Strong free cash flow generation ($300.8M) with low capital intensity (CapEx 2.4% of revenue) provides flexibility for debt reduction and shareholder returns
- Excellent liquidity position (3.03x current ratio, 2.44x quick ratio) with $321.9M cash and exceptional interest coverage (19.2x) demonstrates financial safety
- Strong profitability: 34% gross, 13% operating, 8.9% net margins
- Robust cash generation and conversion: $300.8M FCF, 10.1% FCF margin
- Healthy liquidity and coverage: 3.03x current ratio, 19.2x interest coverage
IBP Stock Risks: Installed Building Products, Inc. Investment Risks
- Minimal revenue growth at 1% YoY suggests market saturation, pricing pressure, or demand weakness in residential construction sector
- Cyclical business model exposed to housing market volatility and economic downturns that could compress margins and cash flow
- Moderate leverage with 1.25x Debt/Equity and $886.6M long-term debt limits financial flexibility if industry conditions deteriorate
- Muted revenue growth (+1% YoY) limits operating leverage
- Cyclicality in residential construction could pressure volumes and margins
- Moderate leverage (1.25x D/E; $886.6M LT debt) increases downside if cash flow slows
Key Metrics to Watch
- Revenue growth acceleration and residential construction demand indicators
- Operating margin sustainability and gross margin trends
- Free cash flow conversion and debt-to-total-capital reduction progress
- YoY revenue growth
- Operating margin (%)
Installed Building Products, Inc. (IBP) Financial Metrics & Key Ratios
💡 AI Analyst Insight
Strong liquidity with a 3.03x current ratio provides a solid financial cushion.
IBP Profit Margin, ROE & Profitability Analysis
IBP vs Market Sector: How Installed Building Products, Inc. Compares
How Installed Building Products, Inc. compares to Market sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Installed Building Products, Inc. Stock Overvalued? IBP Valuation Analysis 2026
Based on fundamental analysis, Installed Building Products, Inc. has mixed fundamental signals relative to the Market sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Installed Building Products, Inc. Balance Sheet: IBP Debt, Cash & Liquidity
IBP Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Installed Building Products, Inc.'s revenue has grown significantly by 51% over the 5-year period, indicating strong business expansion. The most recent EPS of $8.61 reflects profitable operations.
IBP Revenue Growth, EPS Growth & YoY Performance
IBP Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $760.6M | $68.6M | $2.44 |
| Q2 2025 | $737.6M | $65.2M | $2.30 |
| Q1 2025 | $684.8M | $45.4M | $1.64 |
| Q3 2024 | $706.5M | $68.0M | $2.40 |
| Q2 2024 | $692.1M | $61.6M | $2.18 |
| Q1 2024 | $659.3M | $49.3M | $1.74 |
| Q3 2023 | $706.5M | $61.0M | $2.13 |
| Q2 2023 | $676.7M | $59.9M | $2.07 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Installed Building Products, Inc. Dividends, Buybacks & Capital Allocation
IBP SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Installed Building Products, Inc. (CIK: 0001580905)
📋 Recent SEC Filings
❓ Frequently Asked Questions about IBP
What is the AI rating for IBP?
Installed Building Products, Inc. (IBP) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 79% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are IBP's key strengths?
Claude: Outstanding return on equity (37.4%) and ROA (12.8%) indicate superior capital allocation and operational efficiency. Strong free cash flow generation ($300.8M) with low capital intensity (CapEx 2.4% of revenue) provides flexibility for debt reduction and shareholder returns. ChatGPT: Strong profitability: 34% gross, 13% operating, 8.9% net margins. Robust cash generation and conversion: $300.8M FCF, 10.1% FCF margin.
What are the risks of investing in IBP?
Claude: Minimal revenue growth at 1% YoY suggests market saturation, pricing pressure, or demand weakness in residential construction sector. Cyclical business model exposed to housing market volatility and economic downturns that could compress margins and cash flow. ChatGPT: Muted revenue growth (+1% YoY) limits operating leverage. Cyclicality in residential construction could pressure volumes and margins.
What is IBP's revenue and growth?
Installed Building Products, Inc. reported revenue of $3.0B.
Does IBP pay dividends?
Installed Building Products, Inc. pays dividends, with $87.6M distributed to shareholders in the trailing twelve months.
Where can I find IBP SEC filings?
Official SEC filings for Installed Building Products, Inc. (CIK: 0001580905) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is IBP's EPS?
Installed Building Products, Inc. has a diluted EPS of $9.71.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is IBP a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Installed Building Products, Inc. has a BUY rating with 79% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is IBP stock overvalued or undervalued?
Valuation metrics for IBP: ROE of 37.4% (sector avg: 15%), net margin of 8.9% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.
Should I buy IBP stock in 2026?
Our dual AI analysis gives Installed Building Products, Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is IBP's free cash flow?
Installed Building Products, Inc.'s operating cash flow is $371.4M, with capital expenditures of $70.6M. FCF margin is 10.1%.
How does IBP compare to other Market stocks?
Vs Default sector averages: Net margin 8.9% (avg: 12%), ROE 37.4% (avg: 15%), current ratio 3.03 (avg: 1.8).
Why is IBP's return on equity (ROE) so high?
Installed Building Products, Inc. has a return on equity of 37.4%, significantly above the Market sector average of 15%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 8.9% net margin.