IBP Consumer Cyclical

Installed Building Products, Inc.

$212.46-3.62%

Price as of close on Nov 3, 2026 · Financials updated Oct 9, 2026

Basics

Sector: Consumer Cyclical
Industry: Residential Construction
Country: United States
Market cap: 5.6B USD
Enterprise value: 5.6B USD
Full-time employees: 10,400

Overall health

Drawback: growing more slowly than most peersgrowing more slowly than peers
Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.72 vs a peer median of 0.63) and more debt relative to equity (1.66× vs a peer median of 0.46×)higher risk: bigger price swings (beta 1.72 vs peers 0.63) and more debt vs equity (1.66× vs peers 0.46×)
About average: valuation

Ranks #900 of 1,502 consumer cyclical companies (bottom 41%)

See how it ranks against its peers

Worth knowing

Share count shrinking. Shares outstanding down 6.1% from December 2022 to July 2026.
Installed Building Products had 6.1% fewer shares at July 2026 than at December 2022, mainly through buybacks, so each remaining share owns a larger slice of the business.
Annual revenue rose 5 years in a row. Fiscal-year revenue rose from $1.7B in 2020 to $3.0B in 2025.
Installed Building Products's fiscal-year revenue rose in each of the five years to 2025, from $1.7B to $3.0B.
Profit is backed by cash. Free cash flow is 116% of reported profit.
Installed Building Products's free cash flow is 116% of its reported profit, so its earnings are turning into cash it can reinvest, pay out or use to reduce debt.
More volatile share price. Beta 1.72: tends to move more than the market.
Installed Building Products's shares have swung more with the market than most peers' (beta 1.72, above the market's 1.0).

StockQuotient Score

47/ 100▼ 1 since Oct 27 close

Oct 5 48 → Nov 4 47 (-1)

Valuation

Is the price right?

41/100

Moderate▼ 1 since Oct 27 close

3/3 inputs reported · High confidence

Since last quarter: No major changeValuation also moves with the share price every day.

Why it changed since the Oct 27, 2026 close: Score 42 → 41

Share price +3.4%-1

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Held back by:

▼ EBITDA yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield4.4%

SEC filings · 12 months to Jun 2026Reported value30% base weight · Z-score 0.01Sector median: 0.0439 · MAD: 0.0329

EBITDA yield6.8%

SEC filings · 12 months to Jun 2026Reported value50% base weight · Z-score -0.42Sector median: 0.0877 · MAD: 0.0461

Free cash flow yield5.2%

SEC filings · 12 months to Jun 2026 · operating cash flow − capital spendingReported value20% base weight · Z-score -0.18Sector median: 0.0614 · MAD: 0.0545

Other data (not scored)

Book yield11.3%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.5650 · MAD: 0.3500

Growth

Is it growing?

40/100

Moderate

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Held back by:

▼ Revenue growth

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growth3.1%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -0.04Sector median: 0.0420 · MAD: 0.2537

3-year revenue growth2.4%

SEC filings · 3 years to Jun 2026Reported value33% base weight · Z-score -0.28Sector median: 0.0425 · MAD: 0.0636

Revenue growth0.3%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -0.53Sector median: 0.0373 · MAD: 0.0653

Profitability

Does it earn well?

89/100

Strong

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ ROA
▲ ROIC
▲ Operating margin

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin12.4%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 1.31Sector median: 0.0638 · MAD: 0.0461

Return on assets11.1%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 3.08Sector median: 0.0331 · MAD: 0.0254

Return on invested capital22.2%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 2.49Sector median: 0.0733 · MAD: 0.0600

Other data (not scored)

Gross margin33.6%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.3025 · MAD: 0.1399

Return on equity39.2%

SEC filings · 12 months to Jun 2026Outlier capped at sector 5th/95th percentileInformational · 0% composite weightSector median: 0.0746 · MAD: 0.0674

Risk

Debt, liquidity, price swings

Higher

Higher relative risk

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Weaker than most peers on:

▼ Beta
▼ Debt / equity

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta1.72

Yahoo Finance · 5-year monthly beta vs the marketReported value33% base weight · Z-score -3.64Sector median: 0.6345 · MAD: 0.2980

Current ratio2.98×

SEC filings · latest balance sheetReported value33% base weight · Z-score 2.70Sector median: 1.4800 · MAD: 0.5570

Debt / equity1.66×

SEC filings · latest balance sheetReported value33% base weight · Z-score -3.36Sector median: 0.4646 · MAD: 0.3556

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Installed Building Products

Is Installed Building Products getting weaker?: Its latest SEC filing (Aug 6, 2026) showed no major changes. Its overall score is 47/100, down 1 since Oct 28, 2026.
How is Installed Building Products valued vs its peers?: Priced about in line with its peers. Valuation scores 41/100 against 1,612 consumer cyclical peers. EBITDA yield 6.8% vs a peer median of 8.8% (weaker than 61% of peers).EBITDA yield 6.8% vs peers 8.8% (weaker than 61% of peers).
Is Installed Building Products growing?: At about the same pace as its peers. Growth scores 40/100 against 1,612 consumer cyclical peers. Revenue growth 0.3% vs a peer median of 3.7% (weaker than 65% of peers).Revenue growth 0.3% vs peers 3.7% (weaker than 65% of peers).
How profitable is Installed Building Products?: More profitable than most of its peers. Profitability scores 89/100 against 1,612 consumer cyclical peers. Return on assets 11.1% vs a peer median of 3.3% (stronger than 92% of peers).Return on assets 11.1% vs peers 3.3% (stronger than 92% of peers).
How risky is Installed Building Products?: Higher risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Current ratio 2.98× vs a peer median of 1.48× (stronger than 86% of peers).Current ratio 2.98× vs peers 1.48× (stronger than 86% of peers). Beta 1.72 vs a peer median of 0.63 (weaker than 94% of peers).Beta 1.72 vs peers 0.63 (weaker than 94% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended Jun 30, 2026 · filed Aug 6, 2026 · compared with the quarter ended Mar 31, 2026

No major changes

	Previous quarter	Latest quarter	Change
Revenue (12 months)	2.9B USD	3.0B USD	+0.6%
Net income (12 months)	254.8M USD	250.7M USD	−1.6%
Operating margin	12.7%	12.4%	−0.3 pts
Free cash flow (12 months)	314.6M USD	291.7M USD	−7.3%
Debt	1.1B USD	1.1B USD	−0.8%
Cash	474.3M USD	394.5M USD	−16.8%
Shares outstanding	26.9M	26.6M	−1.3%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Sector: Consumer Cyclical · 182 companies

Valuations in Consumer Cyclical are within their usual range since 2016.

36% of months since 2016 were valued lower than now.
15% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values +0% and earnings +10% (medians): prices and earnings moved broadly together.
Median price-to-sales is −55% vs the whole market, against a usual −41%.

2016Shaded: most expensive fifth of its range2026

Shown for Consumer Cyclical: too few Residential Construction companies have a long enough history of their own.

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Change
Gross margin	29.9%	31.0%	33.5%	33.8%	34.0%	▲ 0.2 pts
Operating margin	9.5%	12.9%	13.3%	13.0%	13.0%	▲ 0.0 pts
Net margin	6.0%	8.4%	8.8%	8.7%	8.9%	▲ 0.2 pts
Return on assets (ROA)	7.2%	12.6%	12.3%	12.5%	12.8%	▲ 0.4 pts
Return on equity (ROE)	28.5%	45.3%	36.4%	36.4%	37.4%	▲ 1.0 pts
Free cash flow margin	5.1%	8.7%	10.0%	8.5%	10.1%	▲ 1.6 pts
Current ratio	2.79×	2.70×	3.09×	2.94×	3.03×	▲ 3.1%
Quick ratio	2.33×	2.16×	2.62×	2.40×	2.44×	▲ 1.8%
Debt to equity	2.07×	1.75×	1.29×	1.24×	1.25×	▲ 0.7%
Interest coverage	5.73×	8.30×	9.98×	10.37×	12.19×	▲ 18%

IBP price history

Price history is added with the daily price update and will appear after the next one.

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Bringing the fundamentals into focus…

Overall health

Drawback: growing more slowly than most peersgrowing more slowly than peers

Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.72 vs a peer median of 0.63) and more debt relative to equity (1.66× vs a peer median of 0.46×)higher risk: bigger price swings (beta 1.72 vs peers 0.63) and more debt vs equity (1.66× vs peers 0.46×)

About average: valuation

Ranks #900 of 1,502 consumer cyclical companies (bottom 41%)

See how it ranks against its peers

Worth knowing

Share count shrinking. Shares outstanding down 6.1% from December 2022 to July 2026.

Installed Building Products had 6.1% fewer shares at July 2026 than at December 2022, mainly through buybacks, so each remaining share owns a larger slice of the business.

Annual revenue rose 5 years in a row. Fiscal-year revenue rose from $1.7B in 2020 to $3.0B in 2025.

Installed Building Products's fiscal-year revenue rose in each of the five years to 2025, from $1.7B to $3.0B.

Profit is backed by cash. Free cash flow is 116% of reported profit.

Installed Building Products's free cash flow is 116% of its reported profit, so its earnings are turning into cash it can reinvest, pay out or use to reduce debt.

More volatile share price. Beta 1.72: tends to move more than the market.

Installed Building Products's shares have swung more with the market than most peers' (beta 1.72, above the market's 1.0).

Questions investors ask about Installed Building Products

Is Installed Building Products getting weaker?

Its latest SEC filing (Aug 6, 2026) showed no major changes. Its overall score is 47/100, down 1 since Oct 28, 2026.

How is Installed Building Products valued vs its peers?

Priced about in line with its peers. Valuation scores 41/100 against 1,612 consumer cyclical peers. EBITDA yield 6.8% vs a peer median of 8.8% (weaker than 61% of peers).EBITDA yield 6.8% vs peers 8.8% (weaker than 61% of peers).

Is Installed Building Products growing?

At about the same pace as its peers. Growth scores 40/100 against 1,612 consumer cyclical peers. Revenue growth 0.3% vs a peer median of 3.7% (weaker than 65% of peers).Revenue growth 0.3% vs peers 3.7% (weaker than 65% of peers).

How profitable is Installed Building Products?

More profitable than most of its peers. Profitability scores 89/100 against 1,612 consumer cyclical peers. Return on assets 11.1% vs a peer median of 3.3% (stronger than 92% of peers).Return on assets 11.1% vs peers 3.3% (stronger than 92% of peers).

How risky is Installed Building Products?

Higher risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Current ratio 2.98× vs a peer median of 1.48× (stronger than 86% of peers).Current ratio 2.98× vs peers 1.48× (stronger than 86% of peers). Beta 1.72 vs a peer median of 0.63 (weaker than 94% of peers).Beta 1.72 vs peers 0.63 (weaker than 94% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

2.9B USD

3.0B USD

+0.6%

Net income (12 months)

254.8M USD

250.7M USD

−1.6%

Operating margin

12.7%

12.4%

−0.3 pts

Free cash flow (12 months)

314.6M USD

291.7M USD

−7.3%

Debt

1.1B USD

1.1B USD

−0.8%

Cash

474.3M USD

394.5M USD

−16.8%

Shares outstanding

26.9M

26.6M

−1.3%

Key ratios

FY 2021

FY 2022

FY 2023

FY 2024

FY 2025

Change

Gross margin

29.9%

31.0%

33.5%

33.8%

34.0%

▲ 0.2 pts

Operating margin

9.5%

12.9%

13.3%

13.0%

▲ 0.0 pts

Net margin

6.0%

8.4%

8.8%

8.7%

8.9%

▲ 0.2 pts

Return on assets (ROA)

7.2%

12.6%

12.3%

12.5%

12.8%

▲ 0.4 pts

Return on equity (ROE)

28.5%

45.3%

36.4%

37.4%

▲ 1.0 pts

Free cash flow margin

5.1%

8.7%

10.0%

8.5%

10.1%

▲ 1.6 pts

Current ratio

2.79×

2.70×

3.09×

2.94×

3.03×

▲ 3.1%

Quick ratio

2.33×

2.16×

2.62×

2.40×

2.44×

▲ 1.8%

Debt to equity

2.07×

1.75×

1.29×

1.24×

1.25×

▲ 0.7%

Interest coverage

5.73×

8.30×

9.98×

10.37×

12.19×

▲ 18%