Installed Building Products Inc (IBP) Fair Value & Analysis
Consumer Cyclical · US · Market cap $6.2B · ISIN US45780R1014
What is Installed Building Products Inc really worth?
A solid business, but trading 13% above our fair value of $209.51.
Strengths
Risks
For context
Fair value as of: Sep 5, 2026
From 26 valuation models · updated today
Share price −0.1% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- A fairly wide model range ($110.69 to $281.38) leaves room in how you read the outcome.
- The price sits in the upper half of our model range, so the margin of safety is thin.
- The data supports the verdict: every model runs on fully documented inputs.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 5, 2026.
How to read this chart
60‑month range $66.77 – $340.78 · fair‑value band $110.69 – $281.38 · the $237.70 price screens above the $209.51 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 5, 2026.
Analysis
Installed Building Products Inc (IBP) currently trades at $237.70, while our model-based Fair Value estimate is $209.51, implying the stock looks roughly 13.5% overvalued today. The Quality Score stands at 70/100 (solid quality), in the Consumer Cyclical sector. Bull case: the DCF Models group reads highest at a median of $253.82 per share, and 9 of the 26 models we run sit above the $237.70 price. Bear case: the Dividend Discount group reads lowest at $49.18, and 17 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Installed Building Products Inc generated revenue of $2.9B at a net margin of 8.7%. Revenue declined 3.5% year over year. It earns a return on equity of 38.4%. Net debt stands at $731M. Fundamentals as of Sep 5, 2026
Our scenario range runs from $110.69 (bear case) to $281.38 (bull case); at $237.70, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 31% below its 52-week high and 48% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 45% fair-value upside, at −12%, IBP screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $5.34 per share, which is 2.5 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: DCF Models ($253.82) versus Asset-Based ($17.65). Highest evidence: FCF DCF (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 69 · Market factors (momentum, volatility) 26
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation for residential and commercial builders in the United States. It operates through three segments: Installation, Distribution, and Manufacturing Operations.
Full company description
Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation for residential and commercial builders in the United States. It operates through three segments: Installation, Distribution, and Manufacturing Operations. It offers a range of insulation materials, such as fiberglass and cellulose, and spray foam insulation materials. It is also involved in the installation of insulation and sealant materials in various areas of a structure, which includes basement and crawl space, building envelope, attic, and acoustical applications. In addition, the company installs a range of caulk and sealant products that control air infiltration in residential and commercial buildings; basic sliding door and complex custom designs; and standard and custom designed mirrors, as well as shower doors, and closet shelving systems. Further, it installs and services garage doors and openers, including steel, aluminum, wood, and vinyl garage doors, as well as opener systems; installs waterproofing and caulking and moisture protection systems; offers sheet and hot applied waterproofing membrane, deck coating, bentonite, and air and vapor systems; and provides rain gutters installation services. Additionally, the company provides fire-stopping systems, including fire-rated joint assemblies, perimeter fire containment, and smoke and fire containment systems installation services; and cordless blinds, shades, and shutters installation, as well as other complementary building products for new construction, repair, remodel, and commercial projects. It also distributes products and materials purchased wholesale from manufacturers, such as spray foam insulation, metal building insulation, residential insulation, and mechanical and fabricated Styrofoam insulation; and insulation products, including equipment, machines, and services. The company was formerly known as CCIB Holdco, Inc. The company was founded in 1977 and is based in Columbus, Ohio.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Installed Building Products Inc reported revenue of $3.0B in FY2025 versus $2.0B in FY2021, a compound +10.8%/yr. Reported net income was $265M in FY2025, compounding +22.3%/yr from FY2021.
of which total revenue +17.4 % · buybacks/dilution +1.2 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
IBP screens 13% overvalued. Compare with D.R. Horton, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- OC or IBP: Which Is the Better Value Stock Right Now?
- Installed Building Products (IBP): Buy, Sell, or Hold Post Q2 Earnings?
Peer Group
Residential Construction · 65 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Residential Construction median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 44/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Residential Construction stocks, each showing price versus our Fair Value estimate (as of Sep 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| D.R. Horton, Inc DHI | $145.26 | $213.23 | +47% |
| PulteGroup, Inc PHM | $126.75 | $190.17 | +50% |
| Lennar Corporation LEN | $85.11 | $116.80 | +37% |
| NVR, Inc NVR | $6,396 | $7,821 | +22% |
| Toll Brothers, Inc TOL | $146.22 | $221.32 | +51% |
| Taylor Morrison Home Corporation TMHC | $72.45 | $136.88 | +89% |
| Meritage Homes Corporation MTH | $71.06 | $102.94 | +45% |
| Champion Homes, Inc SKY | $93.88 | $75.12 | −20% |
| Cavco Industries, Inc CVCO | $598.38 | $421.10 | −30% |
| M/I Homes, Inc MHO | $148.81 | $177.41 | +19% |
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