Installed Building Products, Inc. (IBP) Stock

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IBP

Installed Building Products, Inc. IBP · NYSE

$189.41 +4.05% (+$7.37)

Summary

61 / 100 · Bulios Score

Valuation 39Growth 53Profitability 44Quality 90Debt 66Stability 79

What speaks for it

It earns 14 USD a year on every 100 USD of invested capital.
It bought back its own shares for $172.6M in the last fiscal year, 3.6% of its market value.

What to watch

It cut its dividend by 51% last year.
The share price is above the Bulios Fair Price.
Revenue growth is slowing: 3.6% a year over the last 3 years against 12% over 5 years.
It missed profit estimates 4 times in the last 8 quarters.

Bulios Scoring describes a company's quality and track record, not its future return. A high score is not a buy signal. Learn more

Score in detail

Is it expensive?

Looks expensive

Bulios Fair Price

Current price $189.41

P/E today 19.3

Residential Construction industry median

Unlock fair price

Bulios Fair Price is an estimate of a stock's fair value from the Bulios valuation model. It is an input for your own analysis, not investment advice. How does it work?

Today you pay 19.3 USD for 1 USD of yearly profit.

Valuation in detail

Is it growing?

Slowly

Revenue (USD)

2.0B

2.7B

2.8B

2.9B

3.0B

3.1B

2021202220232024202520262027

Diluted EPS (USD)

$4.01

$7.74

$8.61

$9.10

$9.71

$10.36

$10.87

2021202220232024202520262027

Analyst estimate

Revenue grew by 12% a year over 5 years. Over the last 3 years it grew by 3.6% a year. For the next fiscal year analysts expect revenue to grow by 0.7%. Earnings per share grew by 7.9% a year over the last 3 years.

Growth in detail

Does it make money?

Reasonably

Where 100 USD of revenue goes

Cost of sales 66 USD
Sales and administration 21 USD
Taxes and other 4.0 USD
Net profit 8.5 USD

Net profit, industry median (Residential Construction) 6.1 USD

Out of every 100 USD of revenue, 8.5 USD is left as net profit.

Profitability in detail

Is it financially healthy?

Debt is a burden

Cash and short-term investments $394.5M

Debt $1.20B

Free cash flow over 12 months $40.2M

Repaying all its debt would take 29.8 years of free cash flow. Its debt is larger than its cash.

Financial health in detail

Does it pay a dividend?

Small, at risk

1.20

2.16

2.22

3.00

1.11

20212022202320242025

Yield: 2.04%
Paid out of profit: 39%

You receive $1.52 per share a year. The payout is more than the company can comfortably cover.

Dividends in detail

What do analysts expect?

Neutral

Buy 10
Hold 16
Sell 1

Today's price within the analysts' price targets

Today's price $189.41 Average target $227.13

$189.41 $250

The average target of $227.13 is 20% above today's price. 37% of the analysts recommend buying.

Analysts in detail

What does it earn on?

Fiscal year 2025

By product

Product Installation 50%
Insulation 31%
Shower Doors Shelving And Mirrors 4.0%
Other Building Products 3.3%
Garage Doors 3.1%
Other 8.7%

By region

The company reports no revenue by region.

Product Installation brings in 50% of revenue. Garage Doors grew fastest, by 12% a year.

Segments in detail