NYSE · IBP
Installed Building Products, Inc.
Consumer Cyclical · Residential Construction
$219.30▲ 2.79% ($5.94)today
As of 3:01 PM ET
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price above Base.
The price needs 9.7% revenue growth a year for 10 years. Our scenarios assume 2.6–4.6%.
That's about its past 4-year pace of 10.8%.
Value per share
Base case
$140.63
Price used $219.30 is 1.6× this
USD · TTM ending Jun 30, 2026 · Price Nov 2, 8:01 PM UTC
Revenue each value needs
Revenue today $3B. The price needs $7.5B by 2036. Base case: $4.2B. At its recent pace: $8.3B. Bear to Bull: $3.8B to $4.7B.
Revenue today $3B. The price needs $7.5B by 2036. Base case: $4.2B. At its recent pace: $8.3B. Bear to Bull: $3.8B to $4.7B.
Revenue in 2036
today $3B
+$3.2Bmore than the Base case · 1.8×
Value per share · Base case
$140.63
Price $219.30
1.6× this
- 10-yr revenue CAGR
- 3.7%
- Ending operating margin
- 12.4%
- Discount rate
- 10.7%
USD · TTM ending Jun 30, 2026 · Price Nov 2, 8:01 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 8.87% over the last year. Revenue grew 0.27% over the trailing twelve months. Operating margin moved from 12.54% to 12.41%. Free cash flow declined 85.48% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower against modestly weakening underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 12.41%. A decisive move in revenue — currently up 0.27% — would be the clearest signal to resolve the ambiguity.
Return analysis
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.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
11
Buy
16
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 5, 2026
Q3 FY26 · EPS est $2.83 · Revenue est $787.7M
Same quarter, year over year
FY26 YTD -6.6%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $4.70 vs $5.03 · 0 of 2 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
—
FY25
FY24
FY23
—
—
—
Fiscal year totals
- FY25
- $11.45
- +1.9%
- FY24
- $11.24
- —
Q2 FY26
Reported Aug 6, 2026 · Latest
HoverTap a cell to inspect
Actual
$2.91
Estimate
$2.55
Year over year
-1.4%
Vs prior quarter
+62.6%
Institutional Sentiment
Installed Building Products, Inc. · IBP
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.