Installed Building Products Inc (IBP) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Installed Building Products Inc stock $242, price $220, upside +10.0%, quality 70 out of 100. Rating: fairly valued. Calculated from audited financials with 24 of our 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 8, 2026.
How to read this chart
60‑month range $66.64 – $340.11 · fair‑value band $135.46 – $325.09 · the $220.06 price screens below the $242.07 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 8, 2026.
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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.
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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.
Stock analysis
Installed Building Products Inc (IBP) currently trades at $220.06, while our model-based Fair Value estimate is $242.07, so the stock looks roughly fairly valued today (gap 9.1%).
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Valuation
Bull case: the Growth Earnings group reads highest at a median of $219.39 per share, and 6 of the 24 models we run sit above the $220.06 price.
Bear case: the Dividend Discount group reads lowest at $42.34, and 18 of the 24 models stay below the price. Data coverage for this calculation is high.
Scenario range: $135.46 (bear) to $325.09 (bull), the price of $220.06 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 70/100 (solid quality), in the Consumer Cyclical sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Installed Building Products Inc reported revenue of $3.0B in FY2025 versus $2.0B in FY2021, a compound +10.8%/yr. Reported net income was $265M in FY2025, compounding +22.3%/yr from FY2021.
Key figures
Market cap $5.9B Mid · P/E ratio 25.1 · P/S ratio 1.96 · EPS (TTM) $8.77 · Dividend yield 0.7% · Net margin 7.9% · Return on equity 34.3% · Return on assets (EBIT) 17.3% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 66 out of 100 (low confidence).
What moves the price
The share trades about 35% below its 52-week high and 22% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Consumer Cyclical peers we cover trades at 38% fair-value upside, at 10%, IBP screens richer than that median.
Fair Value models
Bear$135.46Fair Value $242.07Bull$325.09
Price $220.06 · Upside +10.0%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2025 figures (about 10 months old). Earnings retained since then ($6.18 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
In the last 6 months, 4 officers or directors bought shares worth $1.0M, most recently on Jun 11, 2026. Over the same period, one person sold shares worth $257,447. Buying cluster
SaleJanet E. JacksonDirector2× since Mar 9, 2026: 2,496 shares, avg. $268.84$671,014Sep 3, 2026
BuyMichael Thomas MillerExecutive VP & CFO, Director2× since May 11, 2026: 3,390 shares, avg. $205.72$697,381Jun 11, 2026
BuyBrad A WheelerChief Operating Officer716 shares at $209.13$149,737May 11, 2026
BuyJason R NiswongerChief Admin. & Sustainability455 shares at $214.80$97,734May 11, 2026
BuyLawrence A. HilsheimerDirector475 shares at $206.22$97,955May 11, 2026
SaleMargot Lebenberg CarterDirector2,000 shares at $299.31$598,620Mar 9, 2026
SaleIBP Holding CoDirector by Deputization400,000 shares at $314.06$125.6MMar 3, 2026
SaleMichael H ThomasDirector2,001 shares at $268.28$536,828Nov 26, 2025
Plus 9 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.92/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Revenue growth 1 year
+1.0%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+3.6%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+12.4%
Start year 2020 (pandemic). Over 10 years: +16.2% a year
Revenue growth 14 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+19.7%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
+25.3%
Earnings growth per share plus dividend.
Earnings per share, growth per year+24.6%
Dividend (yield on the price)0.7%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.24.6% vs 27.8%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.10% → 13%
Pace: the 5-year rate starts in 2020 (pandemic)
Growth Forecast
A lot of optimism in the price
The price assumes about as much growth as the company has delivered so far and more than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+14.9%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+1.7%
Yearly sales growth analysts expect, extended to five years.
After inflation (USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about +12.2% a year for the price and −0.6% for the forecasts.
News mood ⓘNews mood, the average tone of recent news (99 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Hype
Recent news coverage is unusually upbeat, far more positive than stocks are typically covered.
AI conclusion: Commercial installation progress and acquisitions provide scale beyond housing, but residential weakness and industry cyclicality constrain overall resilience.
Main risk: The acquisition of TopBuild by QXO could create a scaled competitor with greater purchasing power and synergies that takes installation customers from IBP or forces lower prices on insulation and related services.
Bull case: By leveraging its own acquisition pipeline and commercial segment strength the company could match or exceed the rival's scale advantages and sustain growth in installation services.
Bear case: If the enlarged QXO-TopBuild entity captures significant market share through synergies the company's residential and commercial installation volumes and margins could face sustained pressure.
Installed Building Products shows steady progress in its commercial installation segment while residential markets remain under pressure. Acquisitions continue to add scale and revenue streams beyond single-family housing. Our models currently see the shares as undervalued. Will commercial strength and M&A sustain growth longer than residential weakness holds it back?
Compare Installed Building Products Inc with another stock
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Residential Construction · 62 stocks
Beats the industry median on 5/14 measures
Overall it trails its industry peers.
Valuation
Quality Score70 · Top 25%
Fair Value upside+10.0% · Below median
Profitability
Return on equity (12 months)34.3% · Top 25%
Return on assets12.8% · Top 25%
Net margin (12 months)7.9% · Above median
Operating margin (12 months)11.6% · Above median
Growth and dividend
Revenue growth (quarter YoY)3.9% · Below median
Dividend yield (12 months)0.7% · Bottom 25%
Balance sheet
Debt / equity1.20× · Highest 25%
Valuation Multiplesvs Residential Construction median · lower = cheaper
P/E (12 months)25.1× · Priciest 25%
P/B8.28× · book value is mostly goodwill ⓘGoodwill and other intangible assets are larger than the equity. The book value mainly reflects prices paid for past acquisitions, so we do not rank this P/B against the peer group.
P/S (12 months)1.96× · Priciest 25%
Price / free cash flow (fiscal year)19.5× · Pricier than median
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Cite: Fair Value Calculator (2026). "Installed Building Products Inc Fair Value". https://www.fairvalue-calculator.com/stock/IBP
Frequently asked questions
Is Installed Building Products Inc (IBP) overvalued or undervalued?
As of Nov 8, 2026, our model estimates a fair value of $242.07 versus a price of $220.06, about +10% upside (fairly valued).
What is the fair value of IBP?
Our model-based fair value for Installed Building Products Inc is $242.07 (as of Nov 8, 2026), built from audited fundamentals. The current price: $220.06.
What is the quality score of IBP?
Installed Building Products Inc has a Quality Score of 70/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Installed Building Products Inc (IBP)?
Our model-based price target is the fair value of $242.07 (as of Nov 8, 2026) from 24 valuation models. Cautious scenario $135.46, optimistic scenario $325.09. It is a calculation from audited fundamentals, not an analyst target.
What is the Installed Building Products Inc stock forecast for 2026?
Our models put fair value at $242.07, about +10% upside versus a price of $220.06 (fairly valued). Cautious scenario $135.46, optimistic scenario $325.09. The calculation is refreshed regularly with new filings.
What is the revenue of Installed Building Products Inc (IBP)?
Installed Building Products Inc reported trailing-twelve-month revenue of about $3.0B (latest available figure, as of Nov 8, 2026).
Does Installed Building Products Inc pay a dividend?
Installed Building Products Inc currently shows a dividend yield of 0.70% relative to its recent price (as of Nov 8, 2026).
How much is the dividend of Installed Building Products Inc (IBP) and when is the ex-dividend date?
Installed Building Products Inc pays a dividend of $1.54 per share a year, a dividend yield of 0.7%. The next ex-dividend date is Dec 15, 2026. A dividend has been paid every year since at least 2021. The payout ratio is 17.6% of earnings. Free cash flow covers the dividend 7.35 times. Our assessment: Well covered. A low payout and the dividend is fully funded by free cash flow, a comfortable, sustainable dividend.
What growth is priced into Installed Building Products Inc (IBP)?
For today's price to be fair in a discounted-cash-flow model, Installed Building Products Inc would have to grow free cash flow by +14.9 % per year for five years (discount rate 11.4 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +12.4 % per year. As of Nov 8, 2026.
What discount rate (WACC) does the fair value of IBP use?
Our models discount Installed Building Products Inc at 11.4 %: a base by market capitalisation (mid), damped by beta 1.67, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Installed Building Products Inc that is +14.9 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (11.4 %) and the same formula as our fair value.
How much growth has Installed Building Products Inc (IBP) delivered so far?
Over the past 5 years revenue at Installed Building Products Inc grew +12.4 % a year. The price currently implies free-cash-flow growth of +14.9 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Installed Building Products Inc (IBP) growing?
The median revenue growth in the sector is +4.7 % a year. That is the yardstick for the growth priced into Installed Building Products Inc (+14.9 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Installed Building Products Inc (IBP)?
The free-cash-flow yield on the price is 5.12 %: that much free cash flow Installed Building Products Inc produces per unit of market value. When it exceeds the discount rate of our models (11.4 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Installed Building Products Inc (IBP)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Installed Building Products Inc it is $242.07 per share (as of Nov 8, 2026), against a price of $220.06. It is the blended result of 24 valuation models in 7 families (DCF Models, Earnings-Based, Dividend Discount, Multiples, Growth DCF, Economic Profit, Growth Earnings).
Is Installed Building Products Inc stock overvalued or undervalued in 2026?
As of Nov 8, 2026, IBP trades below its calculated fair value: price $220.06, fair value $242.07, a gap of about +10% (fairly valued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of IBP?
No. The price is what the market pays today ($220.06); the fair value is what the company's own numbers justify ($242.07). For Installed Building Products Inc the two are $22.01 per share apart. That gap is exactly why we show both numbers side by side.
How much is Installed Building Products Inc worth?
The market values Installed Building Products Inc at about $5.9B (market capitalisation, as of Nov 8, 2026). Per share that is $220.06; our models calculate a fair value of $242.07 per share.
What do the bullish and bearish scenarios say about IBP?
Our models span a range for Installed Building Products Inc: cautious scenario $135.46, base $242.07, optimistic $325.09 per share (as of Nov 8, 2026, price $220.06). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of IBP?
Installed Building Products Inc trades at a price-to-earnings ratio of 25.1 (as of Nov 8, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $242.07 is built from several models across several years. Median P/E at fiscal year-end, 10 fiscal years (2016 to 2025), reported earnings, 4 of the years ex one-offs: 28.0. Other multiples: PEG 1.2, P/B 8.3, P/S 2.0, EV/EBITDA 13.6.
What is the PEG ratio of IBP?
The PEG ratio of Installed Building Products Inc is 1.20 (P/E divided by earnings growth, as of Nov 8, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of Installed Building Products Inc (IBP)?
Balance-sheet figures for Installed Building Products Inc (as of Nov 8, 2026): return on equity 34.3%, debt of 1.20 per unit of equity. They feed the Quality Score of 70/100, which measures business quality independently of the share price.
How far is IBP from its 52-week high?
Installed Building Products Inc trades at $220.06, about 35% below its 52-week high of $340.11 and 22% above the low of $180.33 (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of $242.07 is for.
Which stocks are comparable to Installed Building Products Inc?
From the same area (Consumer Cyclical) we also value D.R. Horton, Inc, PulteGroup, Inc, Lennar Corporation, NVR, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Installed Building Products Inc stock attractive at the current price?
The data as of Nov 8, 2026: price $220.06, calculated fair value $242.07 (+10%), Quality Score 70/100, from 24 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of IBP calculated?
We run Installed Building Products Inc through 24 models from 7 families: DCF Models, Earnings-Based, Dividend Discount, Multiples, Growth DCF, Economic Profit, Growth Earnings. Every model gets the same audited fundamentals; the fair value of $242.07 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.0% above its aggregate fair value. Installed Building Products Inc currently trades 9% below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Installed Building Products Inc (IBP)?
The closing price on Nov 6, 2026 was $220.06. Our model-based fair value is $242.07, about +10% upside (fairly valued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Installed Building Products Inc right now?
The price sits close to our fair value, market and models broadly agree here, little valuation tension. A fairly wide model range ($135.46 to $325.09) leaves room in how you read the outcome.
Where does the earnings growth of Installed Building Products Inc (IBP) come from?
Earnings per share at Installed Building Products Inc grew +30.2 % a year from 2014 to 2025. Broken into its drivers: revenue per share +18.8 %, EBIT margin +7.8 %, tax rate +1.7 %, residual (interest, one-offs) +0.0 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Installed Building Products Inc
How large is the market capitalisation of Installed Building Products Inc (IBP)?
The market capitalisation of Installed Building Products Inc is $5.9B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Installed Building Products Inc (IBP)?
The price-to-sales ratio of Installed Building Products Inc is 1.96 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Installed Building Products Inc (IBP)?
Earnings per share at Installed Building Products Inc are $8.77 (price ÷ EPS = P/E 25.1). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Installed Building Products Inc (IBP)?
The dividend yield of Installed Building Products Inc is 0.7% (payout 17.6%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Installed Building Products Inc (IBP)?
The net margin of Installed Building Products Inc is 7.9% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Installed Building Products Inc (IBP)?
The return on equity (ROE) of Installed Building Products Inc is 34.3% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Installed Building Products Inc (IBP)?
On an EBIT basis the return on assets of Installed Building Products Inc is 17.3% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Installed Building Products Inc (IBP)?
The operating margin of Installed Building Products Inc is 11.6% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Installed Building Products Inc (IBP)?
Revenue at Installed Building Products Inc is growing +3.9% versus a year earlier (3y avg +3.6%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Installed Building Products Inc (IBP)?
Earnings per share at Installed Building Products Inc are growing −18.2% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Installed Building Products Inc (IBP) carry?
The net debt of Installed Building Products Inc is $731M (fiscal year 2025, ≈ 2.4 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Broad data
Nov 8, 2026