Installed Building Products, Inc. · General Bldg Contractors - Residential Bldgs

IBP

Low riskNext report: Nov 5 (confirmed)

View price ↗

The short version

A profitable company with steady sales.

Going well

Profitable every year for 10 years
Brings in more cash than it spends
Buying back shares: share count down 5.3% in 3 years

Money moves

No insider buying or selling in the last 30 days
Institutions added 1.3% to their holdings in the quarter ending June 2026 (224 bought, 235 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$202.06+1.3% that day

Company value: $5.4B; Share price times all shares
Price vs profit (P/E): 21.8x; You pay about $22 for each $1 of yearly profit
Price vs sales: 1.8x; Company value is 1.8 times a year of sales
Dividend yield: 1.6%; Yearly dividend as a share of today's price
Cash vs value: 7%; Cash as a share of company value
Debt vs value: 17%; Debt as a share of company value

From IBP's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$777.8M+2.3% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $3.0B, up 0.3% from the 12 months before. Over 5 years, sales grew about 12% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of IBP. Starting points are the company's recent numbers.

Sales growth0% a yearRecently: +0.3% a yearProfit margin8%Last 12 months: 8.5%P/E at the end22xToday: 21.8x. Many steady companies trade at 12x to 25xShare count change-2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$3.0B

Profit in 5 years$237M

Price these guesses point to$217.13+7.5% vs $202.06 todayAbout +1.4% a year, before dividends

What today's price needs: with a 8% margin and a 22x P/E, sales could shrink about 1.4% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/7Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.37.5%
MissDebt under half of equityNot relying on borrowed money.1.25x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.8.9%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$300.8M
PassShare count not growingNot diluting owners. Falling means buybacks.-5.3% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.34.0%

Revenue: $3.0B; +1.0% vs prior year
5-year growth: +12.4%/yr; revenue, per year
Total debt: $886.6M; 1.25x equity
Current ratio: 3.03x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.