Installed Building Products Inc logo

Installed Building Products Inc(IBP)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$189.37
10/20/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for IBP

10/20/2026: IBP (1-star) is currently NOT-A-BUY. Pass it for now.

Installed Building Products is a leading national provider of insulation and specialty installation services for the U.S. residential and commercial construction market. The company has a demonstrated track record of scaling its operations through a disciplined acquisition strategy and long-standing relationships with large homebuilders. Its primary growth opportunity lies in further consolidating the fragmented installation sector and expanding into the residential repair and remodel market. However, investors must consider risks associated with its cyclical exposure to new housing construction and interest rate sensitivity. It is a growth-oriented stock that may suit investors who have a positive long-term view of the U.S. housing industry.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorStrong fitThe company has a consistent track record of growing revenue and earnings through strategic acquisitions.
Momentum investorMixed fitMomentum is highly correlated with housing sector cycles; look for positive sector upturns.
Value investorMixed fitValuation fluctuates significantly based on perceived cyclical peaks and troughs in the housing market.
Dividend investorWeak fitThe company does not prioritize dividend payments, preferring to reinvest capital.
Low-risk investorWeak fitThe cyclical nature of the construction industry introduces inherent price volatility.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMedium / highHousing-related stocks are sensitive to interest rate changes and macro-economic sentiment.
Valuation riskMediumPricing is highly dependent on analyst expectations of long-term housing demand.
Competition risk (housing installation)MediumFragmented market allows local players to compete on price in specific geographies.
Business qualityStrongThe company has established a robust, repeatable M&A playbook and strong builder relationships.
Dividend incomeLow / noneThe company is a growth-oriented firm that does not distribute cash via dividends.
Execution riskMediumIntegrating many small acquisitions successfully requires consistent management focus.

Price Behavior

Steep Decline
PRICE PATH

Steep Decline

The stock price has dropped sharply with strong downward pressure.

Choppy
PRICE STABILITY

Choppy

The stock has experienced frequent reversals and pronounced short-term price swings.

Analysis of Past Performance

Type Stock
Historic Profit 22.21%
Avg. Invested days 38
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/20/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
IBP receives a 4-star rating, supported by solid company fundamentals, and solid analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
IBP has solid overall fundamentals (4 stars), with solid financial health, moderate growth momentum, and strong ownership. In FY2025 versus FY2024, moderate earnings growth (+3.4%) and solid cash generation (FCF margin 10.1%) are partially offset by moderate revenue growth (+1.0%), soft profitability (net margin 8.9%).

Financial Health Rating

★★★★★
IBP's financial health is supported by solid liquidity, including working-capital and asset support (WC/assets 33.8%). Profitability is moderate (3 stars), which helps explain the 4-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is IBP's strongest growth driver at +19.6% FY2025 versus FY2024 (solid, 4 stars). Revenue growth (+1.0%, moderate) and earnings growth (+3.4%, moderate) are also constructive, though not equally high across every growth measure.

Ownership

★★★★★
Institutional ownership is 102.1% and approximately 85.4% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 13.92% supports management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 17.27%
Kayne Anderson Rudnick Investment Management LLC 6.93%
Vanguard Portfolio Management, LLC 5.26%
State Street Corp 4.61%
T. Rowe Price Associates, Inc. 4.37%

Unit Economics (Per $1K Revenue)

★★★★★
IBP generates approximately $340 of gross profit, $130 of operating income, and $101 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Moderate margins and solid cash conversion support a 3-star rating, while capital efficiency is strong.

Economic Dimensions

★★★★★
Effective Tax Rate: 25.66%

Quantitative Style Profile

★★★★★
IBP has a high-quality, liquid profile. Weak momentum is the primary drawback, while elevated volatility.

Style Classification

Quality Focused

Value-OrientedQuality TiltHigh VolatilitySmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 4.84B USD
Price to earnings Ratio 19.64
1Y Target Price 216.54
Price to earnings Ratio 19.64
1Y Target Price 216.54
Volume (30-day avg) 477.3K shares
Beta 1.72
52 Weeks Range 176.15 - 344.87
Updated Date 10/19/2026
52 Weeks Range 176.15 - 344.87
Updated Date 10/19/2026
Dividends yield (FY) 0.82%
Basic EPS (TTM) 9.27

How Company Makes Money

Business areaWhat it includesRetail investor read
Installation ServicesLabor and material installation of insulation, garage doors, and gutters.This is the primary revenue engine, growing through volume and acquisitions.
GeographyPrimarily United States domestic market.The company is highly exposed to the health of the U.S. housing construction market.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

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Valuation

Trailing PE 19.64
Forward PE 17.79
Enterprise Value 6.19B
Price to Sales(TTM) 1.63
Enterprise Value 6.19B
Price to Sales(TTM) 1.63
Enterprise Value to Revenue 2.09
Enterprise Value to EBITDA 11.9
Shares Outstanding 26.58M
Shares Floating 22.70M
Shares Outstanding 26.58M
Shares Floating 22.70M
Percent Insiders 13.92
Percent Institutions 102.15

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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