NYSE: IBP
Installed Building Products, Inc.
Consumer Cyclical · Residential Construction
Market Cap
$5.88B
52w High
$349.00
52w Low
$166.39
P/E
23.10
Volume
371.72K
Outstanding Shares
26.94M
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 33.37% over the last year. Revenue grew 0.45% over the trailing twelve months. Operating margin moved from 12.42% to 12.73%. Free cash flow declined 75.76% over the trailing twelve months.
What the market seems to be pricing
The stock is rising despite deteriorating fundamentals and now sits at the 93rd percentile of its historical P/FCF range. This is a momentum-driven move — the market may be front-running a recovery that has not yet appeared in reported numbers.
What would invalidate this read
Operating margin (currently 12.73%) would need to stabilize or improve to justify the move. This read is wrong if the next period shows operating metrics turning the corner. At that point the price would be anticipating real improvement rather than running ahead of it.
Company profile
Installed Building Products, Inc. (IBP) is a leading U.S. firm specializing in the provision and installation of a wide range of construction materials for both residential and commercial developers.
Valuation
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
10
Buy
16
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Aug 6, 2026
Q3 FY26 · EPS est $2.62 · Revenue est $741.01M
View
Dividends
$3.32/shareQuarterly4yr growth streakSafeIBP pays a dividend with a 1.52% dividend yield, 4 consecutive years of growth, growing at 14.88% annually, covered 3.4× by free cash flow.
Dividend Yield
1.52%
Annual Div / Share
$3.32
3yr CAGR
+14.88%
Doubles every ~5.0yr
Payout Ratio
35.13%
Safe
Dividend Growth Rate
3yr CAGR
+14.88%
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$1/mo
In 5 yrs
$2/mo
In 10 yrs
$4/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$15/yr $1/mo | $27/yr+76% $2/mo | $47/yr+211% $4/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 1.52% → 4.72% over 10yr
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 3.4× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Risks to Watch
No strong risk signal stands out from the latest period pair.