Installed Building Products Inc. (IBP) carries a Roarable Rating of C+ (Hold) with 67/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
As of 2026-11-02, Installed Building Products Inc. (NYSE: IBP) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 67/100 at a spot price of $213.35 (+0.53% 1D, market cap $5.64B). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 16/20. Across 1011 tracked Consumer Discretionary issuers, IBP ranks #197 in composite RQD confidence.
Within the Consumer Discretionary sector (Homebuilding), IBP carries a Roarable C+ (67/100 RQD), trailing P/E of 21.3x, gross margin of 34.0%, and ROIC of 24.7%. By comparison, ECG (Everus Construction Group Inc.) holds a D grade (48/100 RQD, P/E 27.3x, ROIC 30.4%, cap $5.52B) and SKY (Champion Homes Inc.) posts a B grade (72/100 RQD, P/E 21.3x, ROIC 20.8%, cap $4.40B). Among the 5-stock peer group, MTH leads on earnings multiple (9.3x) while ECG leads on capital efficiency (30.4% ROIC).
Per IBP's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001580905), Installed Building Products Inc. generated $2.97B in revenue (+1.0% YoY), $265.4M in net income, and $300.8M in free cash flow against $2.07B in total assets and $850.0M in total debt. Key quantitative strengths: Strong cash generator (34% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC XBRL FY 2025 (10-K): 10.1% FCF Margin ($300.8M FCF) & 34% Gross Margin
Altman Z-Score 5.66 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 6/9
Macro rate sensitivity & RSI-14 (61) create a -13 pt regime headwind
Even with a 67/100 (C+) score, IBP faces multiple-compression risk if 21.3x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Sensitive to high interest rates and tighter Federal Reserve market liquidity.
Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 31.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($205.47) or 200D SMA ($246.29) invalidates the momentum regime and cuts Target Base ($221.99) toward Bear Floor ($173.15).
Installed Building Products Inc. (IBP) advanced +0.53% to $213.35, trading at 22% of its 52-week range ($176.15 – $349). Solid 34% profit margin (25% return on capital), mixed timing at 21x P/E—hold if owned, no rush to chase.
Yahoo! Finance Canada report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Investing.com India report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
The latest update on Installed Building Products trims the fair value estimate from US$220.00 to about US$212.86 per share. Analysts link this adjustment to a more cautious stance around housing related exposure, while s
Installed Building Products (IBP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +1.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on IBP today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for IBP. Explore sector supply chains on /butterfly.
Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Installed Building Products Inc. (IBP) ranks #197 by composite RQD confidence (67/100, grade C+) and #247 by equity capitalization ($5.64B). Within this direct 5-issuer industry benchmark cohort, MTH leads on earnings valuation at 9.3x trailing P/E, while ECG leads on capital efficiency and profitability with 30.4% ROIC and 12.1% gross margin. SKY currently holds the highest overall quantitative score in the immediate peer group at 72/100 (B) compared with IBP at 67/100 (C+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| IBP
ACTIVE
Installed Building Products Inc. | C+ | 67/100 | 21.3x | 34.0% | 24.7% | +0.53% | $5.64B | Benchmark Subject |
| ECG Everus Construction Group Inc. | D | 48/100 | 27.3x | 12.1% | 30.4% | -5.03% | $5.52B | /ecg-vs-ibp → |
| SKY Champion Homes Inc. | B | 72/100 | 21.3x | 26.4% | 20.8% | +4.50% | $4.40B | /sky-vs-ibp → |
| CVCO Cavco Industries Inc. | B- | 70/100 | 22.0x | 23.5% | 17.6% | +13.11% | $4.21B | /cvco-vs-ibp → |
| MTH Meritage Homes Corporation | C- | 59/100 | 9.3x | — | 8.0% | -0.03% | $4.20B | /mth-vs-ibp → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Installed Building Products Inc. (IBP) reported GAAP revenue of $2.97B (+1.0% vs. FY2024 revenue of $2.94B , and +6.9% cumulative change since FY2023) , GAAP net income of $265.4M, operating cash flow of $371.4M, and free cash flow of $300.8M (+19.6% YoY). On the balance sheet, IBP closed FY2025 with $2.07B in total assets against $850.0M in total debt (Altman Z-Score: 5.66, Piotroski F-Score: 6/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $2.97B | $265.4M | $371.4M | $300.8M | $2.07B | $850.0M |
| FY2024 (FY) | 2024-12-31 | $2.94B | $256.6M | $340.0M | $251.4M | $2.06B | $842.4M |
| FY2023 (FY) | 2023-12-31 | $2.78B | $243.7M | $340.2M | $215.2M | $3.33B | $780.2M |
As of 2026-11-02, Installed Building Products Inc. (NYSE: IBP) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 67/100 at a spot price of $213.35 (+0.53% 1D, market cap $5.64B). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 16/20. Across 1011 tracked Consumer Discretionary issuers, IBP ranks #197 in composite RQD confidence.
Within the Consumer Discretionary sector (Homebuilding), IBP carries a Roarable C+ (67/100 RQD), trailing P/E of 21.3x, gross margin of 34.0%, and ROIC of 24.7%. By comparison, ECG (Everus Construction Group Inc.) holds a D grade (48/100 RQD, P/E 27.3x, ROIC 30.4%, cap $5.52B) and SKY (Champion Homes Inc.) posts a B grade (72/100 RQD, P/E 21.3x, ROIC 20.8%, cap $4.40B). Among the 5-stock peer group, MTH leads on earnings multiple (9.3x) while ECG leads on capital efficiency (30.4% ROIC).
Per IBP's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001580905), Installed Building Products Inc. generated $2.97B in revenue (+1.0% YoY), $265.4M in net income, and $300.8M in free cash flow against $2.07B in total assets and $850.0M in total debt. Key quantitative strengths: Strong cash generator (34% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
IBP last traded at $213.35 (+0.53% on volume of 279,152 shares), positioning the stock +3.84% above its 50-day simple moving average ($205.47) and -13.37% below its 200-day simple moving average ($246.29). Across its 52-week range of $176.15 to $349.00, IBP sits at the 21.5% percentile with a 14-day RSI of 61.0 (BULLISH MOMENTUM) and an implied next-earnings move of ±9.7% ($192.66 to $234.04).
Why IBP Stock advanced +0.53% Today — RQD Quant Desk Flash. Solid 34% profit margin (25% return on capital), mixed timing at 21x P/E—hold if owned, no rush to chase.
Per the Roarable RQD rating, IBP scores 67 out of 100, a C+ grade, with the verdict "Roarable Hold — Upper Neutral / Watch for Breakout." The five pillars break down as follows. Fundamental Cash Engine scores 19 of 20, anchored by a 24.7% ROIC and a 5.33% FCF yield; this is the strongest pillar and the core of the bull case. Forensic Balance Sheet scores 16 of 20, supported by an Altman Z-Score of 5.66, a Piotroski F-Score of 6/9, and a Debt/Equity ratio of 1.2. Insider Conviction scores 16 of 20, reflecting SEC Form 4 and Congressional PTR cluster flow. Whale/13F Flow scores 9 of 20, indicating weaker institutional accumulation and options positioning. Macro Regime Fit scores 7 of 20, reflecting a beta of 1.05 and sector sensitivity, which is the weakest pillar.
For a prospective investor, the profile suggests a financially sturdy business whose stock has been priced at a moderate multiple, with upside tied to a possible re-rating if institutional flow improves, and limited macro-regime support at present. The valuation tradeoff is that a 21.3x trailing P/E and 13.8x EV/EBITDA leave less margin for error if earnings growth slows. The rating's "Watch for Breakout" language signals that the verdict is conditional on confirmation rather than an endorsement of current momentum. This is an analytical framing, not personalized advice.
Installed Building Products Inc. (IBP) is a NYSE-listed issuer classified under Consumer Discretionary, in the Homebuilding industry. Per the profile, the company has a market capitalization of $5.6B. Not available in source data: specific product lines, customer base, and revenue model details beyond sector and industry classification.
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $2970.8M | $386.4M | $265.4M | Not available in source data | $300.8M | $321.9M | $850.0M |
| FY 2024 | $2941.3M | $382.5M | $256.6M | Not available in source data | $251.4M | $327.6M | $842.4M |
| FY 2023 | $2778.6M | $369.1M | $243.7M | Not available in source data | $215.2M | Not available in source data | $780.2M |
Per the market data, gross margin is 34%, operating margin 13%, and net margin 8.9%, with ROIC of 24.7%. Per the Roarable RQD rating, the Altman Z-Score is 5.66 and the Piotroski F-Score is 6/9, both consistent with a sound balance sheet posture. Debt rose from $780.2M to $850.0M across the reported periods while revenue grew from $2778.6M to $2970.8M. Cash of $321.9M against $850.0M of debt and a Debt/Equity ratio of 1.2 defines the leverage profile.
Per the recent news feed, six items reference IBP. The headlines flag a "Weakness And Valuation Prevent An Upgrade" view (Seeking Alpha, marked GREEN), a "May Be 24% Undervalued After Q2 Sales Growth" view (Yahoo Finance, GREEN), and a "Stock Up 4.0%" item (GuruFocus, YELLOW). Several items are generic market-wire pages with no substantive catalyst content. Per the butterfly supply-chain graph, the supply chain is recorded as "NONE," with no butterfly links and no proprietary signals. Watch items are the conflicting analyst-style framings (undervalued versus valuation-constrained) and the reported Q2 sales growth referenced in headlines, which the source data does not otherwise quantify.
Per the Butterfly Supply-Chain Graph, the supply chain is recorded as "NONE," with no upstream or downstream links and no sector-correlation edges provided. Not available in source data: specific upstream suppliers, downstream customers, and second-order bottlenecks. The Consumer Discretionary / Homebuilding classification is the only sector context available, and the rating's Macro Regime Fit pillar (7/20, beta 1.05) is the closest available proxy for sector sensitivity.
Real-time company headlines, analyst actions, and sector developments for Installed Building Products Inc. (IBP) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo! Finance Canada report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
Investing.com India report covering Installed Building Products Inc. (IBP) market action, institutional positioning, and fundamental catalysts.
The latest update on Installed Building Products trims the fair value estimate from US$220.00 to about US$212.86 per share. Analysts link this adjustment to a more cautious stance around housing related exposure, while s
Welcome to the IBP (Installed Building Products Inc.) Roar Pit. Current RQD Composite is 67/100 (Roarable Hold — Upper Neutral / Watch for Breakout) in Homebuilding. Bulls point to capital efficiency (24.7% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Everyone in here is repeating the bull case on IBP, but look at what you are paying: 21.3x trailing P/E with 34.0% gross margins. Unless Installed Building Products Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
Looking at the 5-pillar RQD breakdown on IBP, the market is fixating on short-term headline noise in Homebuilding and ignoring the balance sheet and cash flow trajectory. At $212.23 (52-wk range $176.15 - $349.00), any beat on forward guidance forces shorts and underweight funds to chase.
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