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Installed Building Products, Inc. IBP R2K

Consumer Cyclical · Residential Construction · United States
https://www.installedbuildingproducts.com

Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation for residential and commercial builders in the United States. It operates through three segments: Installation, Distribution, and Manufacturing Operations. It offers a range of insulation materials, such as fiberglass and cellulose, and spray foam insulation materials. It is also involved in the installation of insulation and sealant materials in various areas of a structure, which includes basement and crawl space, building envelope, attic, and acoustical applications. In addition, the company installs a range of caulk and sealant products that control air infiltration in residential and commercial buildings; basic sliding door and complex custom designs; and standard and custom designed mirrors, as well as shower doors, and closet shelving systems. Further, it installs and services garage doors and openers, including steel, aluminum, wood, and vinyl garage doors, as well as opener systems; installs waterproofing and caulking and moisture protection systems; offers sheet and hot applied waterproofing membrane, deck coating, bentonite, and air and vapor systems; and provides rain gutters installation services. Additionally, the company provides fire-stopping systems, including fire-rated joint assemblies, perimeter fire containment, and smoke and fire containment systems installation services; and cordless blinds, shades, and shutters installation, as well as other complementary building products for new construction, repair, remodel, and commercial projects. It also distributes products and materials purchased wholesale from manufacturers, such as spray foam insulation, metal building insulation, residential insulation, and mechanical and fabricated Styrofoam insulation; and insulation products, including equipment, machines, and services. The company was formerly known as CCIB Holdco, Inc. The company was founded in 1977 and is based in Columbus, Ohio.

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$209.98
+33.39% 1Y

Market & Price

Market Cap
$5.66B
Current Price
$209.98
High / Low (52W)
$341.42 / $156.95
Beta
1.85

Valuation

Stock P/E
22.41
Industry PE
22.37
Forward P/E
18.31
PEG Ratio
-
Book Value
$24.93
Price to Book
8.42
P/S
1.92
EV/EBITDA
13.03
Dividend Yield
1.58%

Profitability & Returns

ROCE
22.55%
ROE
38.36%
ROA
11.14%
Profit Margin
8.65%
Op Margin
8.87%
EPS (Latest Qtr)
$1.29
EPS (TTM)
$9.37

Balance Sheet & Liquidity

Debt/Equity
1.77
Quick Ratio
2.66
Current Ratio
3.35
Debt
$1.18B
Total Assets
$2.07B
Current Assets
$1.04B
Working Capital
$698.40M

Ownership

Promoter Holding
13.87%
Chg in Prom Hold
-
FII / Inst Holding
99.75%
Chg in FII Hold
-0.00%

Financial Snapshot

Enterprise Value
$6.33B
Total Revenue (TTM)
$2.95B
EBITDA
$485.90M
Free Cash Flow
$317.16M
Operating Cash Flow
$381.60M
Shares Outstanding
26.94M
Gross Margin
33.87%
Payout Ratio
35.26%

Growth (CAGR)

Revenue 5Y
3.63%
Profit 5Y
5.91%
Revenue (YoY)
-3.50%
Earnings (YoY)
-21.30%

PROS

  • Strong return on equity of 38.4%.
  • Healthy ROCE of 22.5%.
  • Generates positive free cash flow.

CONS

  • Trading 38.5% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Consumer Cyclical).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 IBP Installed Building Products, Inc. R2K 209.98 22.41 $5.66B 1.58% 22.55% 38.36% 3.63% 5.91%
2 AMZN Amazon.com, Inc. NDXSPXAI 270.64 31.65 $2.91T - 16.60% 24.29% 11.73% 984.47%
3 TSLA Tesla, Inc. NDXSPXAI 435.79 399.81 $1.64T - 5.29% 4.90% 5.19% -32.94%
4 HD The Home Depot, Inc. SPX 317.14 22.52 $316.23B 2.94% 28.92% 128.38% 1.52% -6.11%
5 MCD McDonald's Corporation SPX 279.20 23.04 $198.37B 2.66% 22.63% - 5.06% 11.50%
6 TJX The TJX Companies, Inc. SPX 154.75 30.11 $171.12B 1.24% 32.91% 61.25% 6.53% 16.24%
7 BKNG Booking Holdings Inc. NDXSPX 167.43 22.09 $129.74B 0.96% 67.24% - 16.35% 20.90%
8 LOW Lowe's Companies, Inc. SPX 214.36 18.12 $120.26B 2.24% 29.62% - -3.85% 1.11%
9 PDD PDD Holdings Inc. NDX 84.44 8.87 $120.19B - 28.69% 25.40% 49.00% 45.85%
Ad space

Quarterly Results

Figures in USD.

Metric Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue -------255.67M282.20M295.19M299.87M301.73M332.58M349.00M353.12M342.13M371.81M396.45M401.23M397.33M393.94M420.49M437.07M488.10M509.76M587.49M676.75M719.11M659.30M692.10M706.50M692.90M737.60M--684.80M760.30M778.20M747.50M660.50M
Cost of Revenue -----------------------------------461.10M500.40M514.00M486.00M448.20M
Gross Profit 46.28M53.42M54.47M54.59M62.24M67.26M68.35M72.17M84.93M85.58M81.34M79.98M95.64M97.33M98.64M89.44M107.26M118.09M120.04M116.26M127.14M131.65M125.43M151.89M155.88M172.40M216.71M221.28M210.40M232.50M242.10M234.50M251.40M--223.70M259.90M264.20M261.50M212.30M
Operating Expenses -----------------------------------153.90M158.90M157.40M152.70M154.70M
Operating Income 11.39M15.48M-10.58M16.58M19.84M-12.47M22.97M22.23M-12.80M27.33M26.34M-17.99M30.84M37.44M-29.03M42.34M45.59M31.10M53.60M54.42M56.97M92.05M93.91M76.90M92.30M102.30M87.90M94.80M--69.80M101.00M106.80M108.80M57.60M
EBITDA -----------------------------------104.80M137.30M143.10M148.40M95.10M
Interest Expense -----------------------------------8.30M8.30M6.90M8.20M10.30M
Pretax Income -----------------------------------61.30M93.40M100.30M102.00M47.10M
Tax Provision -----------------------------------15.90M24.40M25.90M25.40M12.30M
Net Income 6.51M9.48M9.29M5.81M9.99M11.55M11.08M6.36M11.97M12.01M10.79M6.39M16.32M15.56M16.48M8.83M18.92M21.21M19.19M15.99M25.34M28.08M17.29M37.21M34.89M33.82M59.90M60.98M49.30M61.60M68.00M55.90M65.20M--45.40M69.00M74.40M76.60M34.80M
Diluted EPS 0.210.30--0.320.37--0.380.38-0.200.520.500.530.300.630.710.640.530.860.950.581.261.181.142.072.131.742.182.401.972.30--1.642.522.742.831.29

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue ----862.98M1.13B1.34B1.51B1.65B-2.67B2.78B2.94B2.97B
Cost of Revenue ----------1.84B1.85B1.95B1.96B
Gross Profit 74.04M109.69M140.05M188.29M252.45M324.03M371.59M434.82M509.97M-827.80M930.70M994.50M1.01B
Operating Expenses ----------498.50M561.60M607.10M622.90M
Operating Income -1.90M13.08M25.59M44.95M66.05M74.27M93.22M121.16M161.87M-329.30M369.10M387.40M386.40M
EBITDA ----------462.60M495.80M517.80M533.60M
Interest Expense ----------41.60M37.00M36.90M31.70M
Pretax Income ----------303.30M333.10M346.40M357.00M
Tax Provision ----------79.90M89.40M89.80M91.60M
Net Income -1.91M6.04M13.93M26.52M38.44M41.14M54.75M68.16M97.24M-223.40M243.70M256.60M265.40M
Diluted EPS ----1.231.301.752.283.27-7.748.619.109.71

Compounded Sales Growth

5 Years:3.63%
1 Year:-3.50%

Compounded Profit Growth

5 Years:5.91%
1 Year:-21.30%

Stock Price Performance

1 Year:+33.39%
6 Months:-21.58%
3 Months:-35.42%
1 Month:-26.21%

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --191.07M234.16M373.57M462.10M738.75M834.66M1.10B1.19B-1.78B1.98B2.06B2.07B
Current Assets -----------884.40M1.07B1.05B1.04B
Cash & Equivalents --4.07M10.76M6.82M14.48M62.51M90.44M177.89M231.52M-229.60M386.50M327.60M321.90M
Inventory -----------176.60M162.80M194.60M203.00M
Receivables -----------397.20M423.30M433.90M444.10M
Total Liabilities --125.65M142.29M259.09M308.12M528.22M652.16M849.45M868.49M-1.29B1.31B1.35B1.36B
Current Liabilities --64.44M76.56M97.42M130.10M159.81M181.69M214.15M236.47M-328.10M346.40M359.00M344.20M
Long Term Debt --27.77M25.07M113.21M134.24M330.93M432.18M545.03M541.96M-830.20M835.10M842.40M850.00M
Total Debt -----------946.00M954.80M978.30M991.70M
Total Equity -9.56M-7.48M-71.43M91.87M114.48M153.98M210.53M182.50M250.03M319.20M-493.50M670.30M705.30M709.90M
Shares Outstanding -----------33.43M33.59M33.71M33.84M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 4.59M4.22M19.60M34.55M73.27M68.77M96.63M123.07M180.79M-277.90M340.20M340.00M371.40M
Investing Cash Flow -2.74M-2.51M-16.14M-111.36M-79.60M-200.44M-74.07M-131.73M-77.79M--158.70M-103.40M-159.10M-112.00M
Financing Cash Flow -481.00K-1.55M3.24M72.88M13.99M179.70M5.37M96.11M-49.36M--223.10M-79.90M-239.80M-265.10M
Capital Expenditure -2.93M-2.67M-6.18M-27.30M-27.01M-31.67M-35.23M-50.17M-33.59M--45.60M-61.60M-88.60M-70.60M
Free Cash Flow 1.67M1.56M13.43M7.24M46.25M37.10M61.40M72.90M147.20M-232.30M278.60M251.40M300.80M
Net Change in Cash -----------103.90M156.90M-58.90M-5.70M
Share Buybacks --5.28M6.10M--89.36M033.92M0137.60M6.30M145.30M172.60M
Dividends Paid -------0035.30M62.70M63.10M84.70M87.60M

Ratios (Annual)

Figures in %.

Metric Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % ----29.3%28.6%27.8%28.8%30.8%-31.0%33.5%33.8%34.0%
Operating Margin % ----7.7%6.6%7.0%8.0%9.8%-12.3%13.3%13.2%13.0%
Net Margin % ----4.5%3.6%4.1%4.5%5.9%-8.4%8.8%8.7%8.9%
ROE % 25.5%-8.5%15.2%23.2%25.0%19.5%30.0%27.3%30.5%-45.3%36.4%36.4%37.4%
ROCE % -10.3%16.2%16.3%19.9%12.8%14.3%13.7%17.0%-22.7%22.6%22.8%22.4%

Shareholding Pattern

Insiders
13.87%
Institutions
99.75%
Public Float
115.81%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 13.95% 3.76M $789.17M
2 Kayne Anderson Rudnick Investment Management LLC 6.73% 1.81M $380.65M
3 Price (T.Rowe) Associates Inc 5.31% 1.43M $300.27M
4 Vanguard Portfolio Management LLC 5.08% 1.37M $287.28M
5 State Street Corporation 3.94% 1.06M $222.64M
6 Vanguard Capital Management LLC 3.81% 1.03M $215.60M
7 Timucuan Asset Management Inc/fl 3.07% 826.87K $173.63M
8 Geode Capital Management, LLC 2.53% 681.55K $143.11M
9 Morgan Stanley 2.42% 652.04K $136.92M
10 Dimensional Fund Advisors LP 1.96% 526.79K $110.62M

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