Installed Building Products, Inc (IBP) Fair Value & Analysis

Consumer Cyclical · US · Market cap $6.2B

A solid business, but screening 14% overvalued on our models.

What matters now

• A fairly wide model range ($112.93 to $281.38) leaves room in how you read the outcome.
• Our model range runs from $112.93 (bear) to $281.38 (bull), base $209.51. The closer the price sits to the lower half, the larger the margin of safety.
• Quality 70/100 (solid quality) with high evidence: the data supports the verdict.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range $66.77 – $340.78 · fair‑value band $112.93 – $281.38 · the $244.05 price screens above the $209.51 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

Installed Building Products, Inc (IBP) currently trades at $244.05, while our model-based Fair Value estimate is $209.51, implying the stock looks roughly 14.2% overvalued today. The Quality Score stands at 70/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Installed Building Products, Inc generated revenue of $2.9B at a net margin of 8.7%. Revenue declined 3.5% year over year. It earns a return on equity of 38.4%. Net debt stands at $731M. Fundamentals as of Jul 18, 2026

Our scenario range runs from $112.93 (bear case) to $281.38 (bull case); at $244.05, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 30% below its 52-week high and 52% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 44% fair-value upside, at -14%, IBP screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: DCF Models ($253.82) versus Asset-Based ($17.65). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

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.

Full company description

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.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

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.

IBP screens 14% overvalued. Compare with D.R. Horton, Inc →

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

• TTAM vs. IBP: Which Stock Is the Better Value Option? Yahoo Finance · Jul 30, 2026
• Analysts Estimate Installed Building Products (IBP) to Report a Decline in Earnings: What to Look Out for Yahoo Finance · Jul 30, 2026

Peer Group

Residential Construction · 65 stocks

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.

Valuation Multiples vs Residential Construction median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

Insider activity: 44/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.