📊 IBP Key Takeaways
Is IBP a Good Investment? Thesis Analysis
IBP demonstrates exceptional financial health with 37.4% ROE, strong free cash flow generation of $300.8M, and excellent liquidity (3.03x current ratio), positioning it as a fundamentally sound business with superior capital efficiency. However, anemic 1% revenue growth and cyclical exposure to residential construction warrant caution despite robust profitability margins and debt management capabilities.
Why Buy IBP? Key Strengths
- Outstanding return on equity (37.4%) and ROA (12.8%) indicate superior capital allocation and operational efficiency
- Strong free cash flow generation ($300.8M) with low capital intensity (CapEx 2.4% of revenue) provides flexibility for debt reduction and shareholder returns
- Excellent liquidity position (3.03x current ratio, 2.44x quick ratio) with $321.9M cash and exceptional interest coverage (19.2x) demonstrates financial safety
IBP Investment Risks to Consider
- Minimal revenue growth at 1% YoY suggests market saturation, pricing pressure, or demand weakness in residential construction sector
- Cyclical business model exposed to housing market volatility and economic downturns that could compress margins and cash flow
- Moderate leverage with 1.25x Debt/Equity and $886.6M long-term debt limits financial flexibility if industry conditions deteriorate
Key Metrics to Watch
- Revenue growth acceleration and residential construction demand indicators
- Operating margin sustainability and gross margin trends
- Free cash flow conversion and debt-to-total-capital reduction progress
IBP Financial Metrics
💡 AI Analyst Insight
Strong liquidity with a 3.03x current ratio provides a solid financial cushion.
IBP Profitability Ratios
IBP vs Default Sector
How Installed Building Products, Inc. compares to Default sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is IBP Overvalued or Undervalued?
Based on fundamental analysis, Installed Building Products, Inc. has mixed fundamental signals relative to the Default sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
IBP Balance Sheet & Liquidity
IBP 5-Year Financial Trend & Growth Analysis
5-Year Trend Summary: Installed Building Products, Inc.'s revenue has grown significantly by 51% over the 5-year period, indicating strong business expansion. The most recent EPS of $8.61 reflects profitable operations.
IBP Growth Metrics (YoY)
IBP Quarterly Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $760.6M | $68.6M | $2.44 |
| Q2 2025 | $737.6M | $65.2M | $2.30 |
| Q1 2025 | $684.8M | $45.4M | $1.64 |
| Q3 2024 | $706.5M | $68.0M | $2.40 |
| Q2 2024 | $692.1M | $61.6M | $2.18 |
| Q1 2024 | $659.3M | $49.3M | $1.74 |
| Q3 2023 | $706.5M | $61.0M | $2.13 |
| Q2 2023 | $676.7M | $59.9M | $2.07 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
IBP Capital Allocation
IBP SEC 10-K & 10-Q Filing Analysis
Access official SEC EDGAR filings for Installed Building Products, Inc. (CIK: 0001580905)
📋 Recent SEC Filings
❓ Frequently Asked Questions about IBP
What is the AI rating for IBP?
Installed Building Products, Inc. (IBP) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.
What are IBP's key strengths?
Claude: Outstanding return on equity (37.4%) and ROA (12.8%) indicate superior capital allocation and operational efficiency. Strong free cash flow generation ($300.8M) with low capital intensity (CapEx 2.4% of revenue) provides flexibility for debt reduction and shareholder returns.
What are the risks of investing in IBP?
Claude: Minimal revenue growth at 1% YoY suggests market saturation, pricing pressure, or demand weakness in residential construction sector. Cyclical business model exposed to housing market volatility and economic downturns that could compress margins and cash flow.
What is IBP's revenue and growth?
Installed Building Products, Inc. reported revenue of $3.0B.
Does IBP pay dividends?
Installed Building Products, Inc. pays dividends, with $87.6M distributed to shareholders in the trailing twelve months.
Where can I find IBP SEC filings?
Official SEC filings for Installed Building Products, Inc. (CIK: 0001580905) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is IBP's EPS?
Installed Building Products, Inc. has a diluted EPS of $9.71.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is IBP a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Installed Building Products, Inc. has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is IBP stock overvalued or undervalued?
Valuation metrics for IBP: ROE of 37.4% (sector avg: 15%), net margin of 8.9% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.
Should I buy IBP stock in 2026?
Our dual AI analysis gives Installed Building Products, Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is IBP's free cash flow?
Installed Building Products, Inc.'s operating cash flow is $371.4M, with capital expenditures of $70.6M. FCF margin is 10.1%.
How does IBP compare to other Default stocks?
Vs Default sector averages: Net margin 8.9% (avg: 12%), ROE 37.4% (avg: 15%), current ratio 3.03 (avg: 1.8).