Obermatt

Installed Building Products

NYQ:IBP · US45780R1014
Household DurablesLarge

360

54
EV / EBIT23
Price / Owner Earnings20
Owner Earnings Yield35
Dividend Yield83
Price/Sales19
EV / Gross Profit20
Price/Book12
Return on Capital93
Cash Return on Capital94
Return on Equity97
EBIT Margin73
Gross Profitability93
Cash Conversion77
Accruals64
Owner Earnings Margin73
Sales growth44
Profit Growth65
Long-Term EPS Growth47
Owner Earnings Growth74
Reinvestment56
Price momentum65
Debt load20
Refinancing39
Debt Payback42
Liquidity57
Analyst ratings31
Opinion Changes57
Price Target Upside43
Market mood63
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Installed Building Products generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryHousehold Durables
SizeLarge
TypePublic Company
ExchangeNYSE
Founded2011
Employees426
ISINUS45780R1014
Last UpdateApr 2, 2026
Index & Theme
Energy EfficiencyHome ImprovementConstruction

Description

Installed Building Products, Inc. (‘IBP’) and its wholly-owned subsidiaries primarily install insulation for residential and commercial builders located in the continental United States. The company is also a diversified installer of complementary b…

Analysis

Beloved champion

Installed Building Products, Inc. sits in the top corner of our grid: excellent business, premium price; every investor already knows the story.

On valuation, the picture is fair. The owner-earnings multiple stands at 18.7×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 5% a year, against analyst forecasts of 4%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is stretched. The company scores 16/20 on our value-creation score: strong value creator.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
40
2023202420252026

All-time high

69

Jan 2024

All-time low

23

Jan 2025

Average rank

39

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
19
22
11
15
Price/Earnings
31
28
21
26
Price/Book
12
9
3
6
Dividend Yield
83
65
62
67
Value (overall)
25
20
13
21

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →